Affluent Investor

Author : Phil DeMuth,Ben Stein
Publisher : Barrons Educational Series
Page : 0 pages
File Size : 42,9 Mb
Release : 2013-04-01
Category : Business & Economics
ISBN : 076416564X

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Affluent Investor by Phil DeMuth,Ben Stein Pdf

Newcomers to financial investment can find dozens of advice books written especially for them, but this brand-new title is a book with a difference. It speaks directly to you—if you’re an investor with a portfolio worth $100,000 or more. The well-known investment advisor and bestselling author Phil DeMuth addresses the bread-and-butter issues facing that underserved segment of the equities investment community. He will tell you— How to custom tailor your asset allocation to your personal circumstances How to capture the recognized outperforming market anomalies in your portfolio How to keep what you’ve got and avoid Wall street’s wealth extraction machine Author DeMuth also passes along some invaluable retirement investing advice learned from Warren Buffett, and he explains the primary asset protection and tax minimization strategies that work for those in the high-net-worth bracket. Here are investment strategies for the affluent, as well as for those who are approaching affluence and are trying to take that big step forward.

Author : Arjun Parthasarathy
Publisher : Vision Books
Page : 159 pages
File Size : 47,8 Mb
Release : 2024-06-26
Category : Business & Economics
ISBN : 9788170949022

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The Rich Investor by Arjun Parthasarathy Pdf

How to Avoid Common Investing Mistakes — and Grow Rich! Is your money working to make you rich or are your mistakes making only your brokers, traders and mutual fund and insurance agents wealthy? While the rich investor builds wealth for himself, most investors commit elementary mistakes and lose money. This book on common sense investing highlights the typical mistakes made by investors and shows you ways to avoid and rectify them: ● Why investment losses arise — and how to avoid them ● Why you must pause and think before investing on tips and advice ● Why timing is important in investing — and how you can time your investment using simple methods ● Never follow "star" or "large" investors — you don't know why they are investing and when they might exit ● How to profit from "flavour-of-the-day" investments — and when to avoid them ● Why you must take your own investment decisions ● How simple investments earn more and cost less to manage ● Why your savings generate the best returns when invested early and liquidated at the right time — and much else. If you give the same amount of thought to your investments as you do, say, to selecting a car for yourself or a school for your child, your investments will work handsomely for you. This easy-to-read, illustrated book will help you avoid all the common investing mistakes and grow rich.

Author : Bernice Cohen
Publisher : Texere Publishing
Page : 255 pages
File Size : 49,6 Mb
Release : 2000
Category : Investments
ISBN : 1842030213

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The Wealthy Investor by Bernice Cohen Pdf

The follow-up to The Armchair Investor, this work provides readers with a system to create and sustain real wealth during their lifetime. As a long-term plan, stock-picking alone is incomplete. To become truly wealthy, you need a total package. Thus, the central theme in this book lies squarely on learning the skills for building a successful portfolio of investment. This approach is far broader, yet at the same time, more focused than relying on one stock-picking system, however good. At the heart of this approach is a 5-level learning progression, that takes you from the passive novice investor to the active expert investor, while setting out the time and money targets to follow, to become a wealth investor over the long term.

Author : Stephen P. Rappaport
Publisher : Prentice Hall
Page : 232 pages
File Size : 51,8 Mb
Release : 1990
Category : Business & Economics
ISBN : IND:30000000686620

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The Affluent Investor by Stephen P. Rappaport Pdf

Author : Russ Alan Prince
Publisher : Unknown
Page : 314 pages
File Size : 50,6 Mb
Release : 1999
Category : Affluent consumers
ISBN : PSU:000044913199

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High-net-worth Psychology by Russ Alan Prince Pdf

Author : Russ Alan Prince,Karen File
Publisher : Unknown
Page : 121 pages
File Size : 48,8 Mb
Release : 1995
Category : Affluent consumers
ISBN : 0961944641

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Cultivating the Affluent by Russ Alan Prince,Karen File Pdf

A guided tour of how wealthy individuals think about the way their money is managed. Using a survey of more than 850 high-net-worth individuals, nine profiles are identified to guide financial professionals in understanding the investment psychology of the affluent.

Author : Richard C. Wilson
Publisher : John Wiley & Sons
Page : 342 pages
File Size : 54,6 Mb
Release : 2012-07-17
Category : Business & Economics
ISBN : 9781118233269

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The Family Office Book by Richard C. Wilson Pdf

Key strategies for running a family office for fund managers Understanding the basics of the family office industry is essential if you want to succeed in establishing a successful fund for a wealthy family. That's where The Family Office Book comes in. Outlining key strategies for family offices, from what a family office is to how the industry operates, and important global differences, the book is packed with interviews with experts from leading family offices. Providing readers with need-to-know tips and tools to succeed, The Family Office Book gives current and future practitioners everything they need to know about this popular segment of the financial industry. Includes investment criteria, presented as a roadmap showing how several family offices are allocating capita Outlines strategies for fund managers of all types, including mutual funds, real estate funds, private equity, and hedge funds on raising capital in this field Features interviews with the most famous and sought after family offices to give real-life examples of successful family offices in action A comprehensive and reliable resource, The Family Office Book details exactly how family offices are choosing investment managers and why, and how, to break into the industry.

Author : Jeffrey S. Maurer
Publisher : John Wiley & Sons
Page : 287 pages
File Size : 46,6 Mb
Release : 2003-10-07
Category : Business & Economics
ISBN : 9780471481232

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Rich in America by Jeffrey S. Maurer Pdf

Advance Praise for Rich In America "I highly recommend Rich in America to investors of all economic levels. While certainly no company understands the wealthy better than U.S. Trust, Jeff Maurer has done a wonderful job of turning the wisdom he gathered during his distinguished career at this venerable institution into advice that will benefit anyone interested in making smarter financial decisions." -Charles Schwab Chairman, The Charles Schwab Corporation "Jeff Maurer is uniquely qualified to advise the affluent and those who would be. Rich in America is packed with insight and wisdom gleaned from his long and tremendously successful career at the very pinnacle of wealth management." -Timothy C. Forbes Chief Operating Officer, Forbes Inc. "For thirty-three years, Jeff Maurer helped build U.S. Trust Corporation into one of the nation's most prominent and respected wealth managers. In this book, Jeff combines his own experience with the knowledge gleaned from a decade of U.S. Trust research into who the affluent are, how they earned their money, and how they keep it. The U.S. Trust approach to building and maintaining wealth makes relevant reading for anyone eager to provide for their own and their family's financial well-being." -Alan J. Weber Chairman and Chief Executive Officer, U.S. Trust Corporation "Jeff Maurer has distilled more than three decades of investment advice to affluent clients into a concise, informative, and extraordinarily readable work. Readers who are trying to preserve accumulated assets, as well as those who are setting out to build substantial wealth, will profit from this wide-ranging book." -James Poterba Mitsui Professor of Economics, MIT

Author : Robin R. Speziale
Publisher : Robin R. Speziale
Page : 128 pages
File Size : 43,8 Mb
Release : 2010-09
Category : Business & Economics
ISBN : 9780986704819

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Lessons from the Successful Investor by Robin R. Speziale Pdf

Lessons From The Successful Investor is the new investing classic of our time. With thousands of downloads, this new investing eBook has topped bestseller lists on major digital book stores and has received rave reviews from media and readers. "This eBook is an absolute must for all new and inexperienced investors" The new investing classic contains 85 timeless lessons to help you build a quality portfolio of value stocks that will make you wealthy. Lessons From The Successful Investor was written by Robin R. Speziale, a value investor and web entrepreneur. Speziale also delivers quality value investing speeches to his wide and devoted reader base. His mission is to spread the 85 value investing lessons to aspiring and skilled investors alike. "A fan of Warren Buffett, he’s a value investor who loves consumer companies with a strong brand and a “moat,” a competitive advantage that others cannot easily penetrate." --Ellen Roseman, Moneyville "Mr. Speziale has plenty of advice to pass on in his new book." --The Globe and Mail "Robin Speziale has a passion for investing in his own financial future, and that of others." --The Mississauga News Lessons From The Successful Investor eBook will show you for the first time how to invest like the successful investor. And although his investing lessons are not revolutionary, they endure the test of time. There exist a few core lessons that underlie successful investing, and while these lessons do not change, the common investor does. For the successful investor, investing is like picking cherries in an orchard of corn. "This book has given me the confidence to be able to manage my own portfolio." -- Reader "I have been reading many books on investing in the last while and by far this has provided the most insight." -- Reader "I have the Ben Graham book but you have made it make sense." -- Reader With 85 value investing lessons, the new investing classic focuses on: - Market History - Business Valuation - Competitive Advantage - Stock Valuation - The Ideal Investment - Management - The Portfolio - Investor Giants - Investor Psychology - The Antiquity Theory - Successful Mentality - Compounding Wealth and Dividends - The Young Investor - The Investment Industry - Recessionary Investing - Fundamental Equations - Future of the Market Download the new investing classic today. Start your portfolio of value stocks and build wealth. "Investing returns are plentiful for those who understand the lessons from the successful investor"

Author : Jayaram Rajaram
Publisher : Notion Press
Page : 132 pages
File Size : 44,9 Mb
Release : 2021-12-15
Category : Business & Economics
ISBN : 9781685639556

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Just Invest and Become Insanely Wealthy!: Intuitive Investing Across Asset Classes by Jayaram Rajaram Pdf

Just Invest and become Insanely Wealthy! is a book for action takers. The content inside is the gold standard for those who seek to learn to invest in various asset classes through intuitive, common-sensical ways. This book is as much for people who hate numbers and complexity as it is for the finance geeks, as it gives a fresh perspective on visual, systematic and intuitive investing across asset classes. Whether you like equity, real estate, gold, debt, angel investing or crowd financing, this book will teach you how you can win across asset classes. No matter how many investment books you have read, this is a must-read.

Author : Catherine S. McBreen,George H. Walper Jr.
Publisher : Penguin
Page : 256 pages
File Size : 46,8 Mb
Release : 2007-12-13
Category : Business & Economics
ISBN : 9781101216378

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Get Rich, Stay Rich, Pass It On by Catherine S. McBreen,George H. Walper Jr. Pdf

How the everyday investor can ramp up to multigenerational perpetual wealth There’s a new standard of wealth today, and many people don’t realize they’re part of the club. More than thirty-three million American households are now “mass affluent,” with a net worth between $100,000 and $1 million (not including the house they live in). They know they’re doing well, but few realize that they have the potential to achieve much more. Get Rich, Stay Rich, Pass It On is based on groundbreaking research into America’s richest families. Each year, McBreen and Walper’s firm surveys more than five thousand millionaire and megamillionaire households, and conducts many in-person interviews, online research, and historical analysis. The authors know better than anyone who the megarich are, where they work, how they invest, and how they plan their estates. The lessons they draw from their research will surprise you. It turns out that there are many ways to get rich, but only two definitive ways to ensure perpetual wealth. This is a powerful book for small business owners, professionals, and ambitious people of all ages.

Author : Alan Haft
Publisher : John Wiley & Sons
Page : 324 pages
File Size : 54,6 Mb
Release : 2007-11-09
Category : Business & Economics
ISBN : 9780470139783

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You Can Never Be Too Rich by Alan Haft Pdf

Praise for You Can Never Be Too Rich"Great guy, fantastic book. Ia??ve known Alan for many years, and Ia??m a richer man because of it.

Author : Mark Tier
Publisher : St. Martin's Griffin
Page : 372 pages
File Size : 48,6 Mb
Release : 2013-09-17
Category : Business & Economics
ISBN : 9781466852778

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The Winning Investment Habits of Warren Buffett & George Soros by Mark Tier Pdf

Warren Buffett, Carl Icahn, and George Soros all started with nothing---and made billion-dollar fortunes solely by investing. But their investment strategies are so widely divergent, what could they possibly have in common? As Mark Tier demonstrates in this insightful book, the secrets that made Buffet, Icahn, and Soros the world's three richest investors are the same mental habits and strategies they all practice religiously. However, these are mental habits and strategies that fly in the face of Wall Street's conventional mindset. For example: -Buffett, Icahn, and Soros do not diversify. When they buy, they buy as much as they can. -They're not focused on the profits they expect to make. Going in, they're not investing for the money at all. -They don't believe that big profits involve big risks. In fact, they're far more focused on not losing money than making it. -Wall Street research reports? They never read them. They're not interested in what other people think. Indeed, Buffett says he only reads analyst reports when he needs a laugh. In The Winning Investment Habits of Warren Buffett & George Soros you can discover how the mental habits that guided your last investment decision stack up against those of Buffett, Icahn, and Soros. Then learn exactly how you can apply the wealth-building secrets of the world's richest investors to transform your own investment results.

Author : Kimberly Foss
Publisher : Greenleaf Book Group
Page : 192 pages
File Size : 40,7 Mb
Release : 2013-06-18
Category : Business & Economics
ISBN : 9781608325740

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Wealthy by Design by Kimberly Foss Pdf

The most powerful word in wealth building is choice. Don’t limit your financial future based on conventional wisdom. Understand your personal financial drivers, take control of your money, and leverage it to create your ideal future, not somebody else’s version of security. Investment expert Kimberly Foss offers the insight and tools you need to confidently design your investment plan and make your own choices. By guiding you through the five foundational principals of investing, she prepares you to map your course with integrity. • Goal setting: Life experiences, desires, personality, and more help determine your goals. • Planning: Hope, dreams, and opportunity don’t mean anything if you don’t have a plan. • Commitment: You must be committed to your purpose. • Assessment: To stay the course, first make sure you are actually on course. • Flexibility: As long as the unexpected can occur, investors must be poised to take action when necessary. Drawing upon her twenty-six years of experience as president and founder of Empyrion Wealth Management, where she advises clients of all financial backgrounds and life situations, and her own rise from humble beginnings, Kimberly offers powerful and enlightening stories. Through them, you will learn how to leverage personality, situation, and belief and apply proven wealth-building strategies to fulfill your needs and dreams. Investment empowerment in five easy steps, Wealthy By Design will lead you to the future of your choosing.

Author : Richard H. Mayer,Donald R. Levy
Publisher : Beard Books
Page : 432 pages
File Size : 51,7 Mb
Release : 2003-12
Category : Business & Economics
ISBN : 1587982323

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Financial Planning for High Net Worth Individuals by Richard H. Mayer,Donald R. Levy Pdf

A comprehensive and authoritative guide to the art and science of wealth management.