The Affluent Investor

Author : Phil DeMuth,Ben Stein
Publisher : Barrons Educational Series
Page : 0 pages
File Size : 45,6 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 : Bernice Cohen
Publisher : Texere Publishing
Page : 255 pages
File Size : 47,8 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 : 48,5 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,Karen File
Publisher : Unknown
Page : 121 pages
File Size : 43,9 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 : Russ Alan Prince
Publisher : Unknown
Page : 314 pages
File Size : 52,9 Mb
Release : 1999
Category : Affluent consumers
ISBN : PSU:000044913199

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High-net-worth Psychology by Russ Alan Prince Pdf

Author : David M. Darst
Publisher : John Wiley & Sons
Page : 155 pages
File Size : 42,5 Mb
Release : 2011-01-06
Category : Business & Economics
ISBN : 9781118045411

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The Little Book that Saves Your Assets by David M. Darst Pdf

If you’ve ever wondered how investors continue to see substantial market-beating investment returns with portfolios that just seem to grow and grow, The Little Book that Saves Your Assets: What the Rich Do to Stay Wealthy in Up and Down Markets will reveal some secrets. David Darst, also known as Mr. Asset Allocations, shows you how to use savvy asset allocation strategies that you can use to invest like the rich do. This dynamic and easy-to-understand book allows you to rethink your asset allocation strategies and make the leap from mediocre to stellar returns.

Author : Jeffrey S. Maurer
Publisher : John Wiley & Sons
Page : 287 pages
File Size : 48,6 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 : David M. Darst
Publisher : John Wiley & Sons
Page : 261 pages
File Size : 44,7 Mb
Release : 2012-10-02
Category : Business & Economics
ISBN : 9781118497647

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The Little Book that Still Saves Your Assets by David M. Darst Pdf

Protect assets during times of crisis with this new edition of the New York Times bestseller! When the first edition of this book appeared it was before the economic crash. This new edition shows how David Darst's particular kind of asset allocation helped his investors during that volatile period. It also contains a discussion of downside and risk tolerance and new self-tests for determining your risk tolerance. And, finally, it reveals how the asset allocation model has changed since 2008. In all of these areas, the author will continue to include new insightful anecdotes like those that peppered the first edition. Shows how to tap into the use of asset allocation strategies to protect your investments Offers updated information on downside and risk tolerance The next step resource from a managing director of Morgan Stanley and the bestselling author David Darst Includes a Foreword by Jim Cramer David Darst reveals how to use asset allocation to increase your portfolio that tap into the investment strategies of the wealthy.

Author : Stephen D. Gresham
Publisher : John Wiley & Sons
Page : 414 pages
File Size : 43,6 Mb
Release : 2011-01-06
Category : Business & Economics
ISBN : 9781118044957

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Advisor for Life by Stephen D. Gresham Pdf

"The Age Wave of retiring baby boomers is creating a seismic bonanza for financial advisors--if they can provide the kinds of creative and flexible strategies their clients will be wanting and needing. Steve Gresham provides the solid, imaginative, yet practical guidance needed to build winning strategies to meet the needs of a new generation of investors. I have long respected his work and heartily recommend this book." --Ken Dychtwald, PhD, founder and CEO, Age Wave, and author of Age Wave, Age Power,The Power Years, and Workforce Crisis "Steve Gresham showed us in The Managed Account Handbook that the basics to asuccessful advisor do not differ from one country to another. In this book, he is expanding his horizon with his extensive experiences to further help you to develop the skills for building a devoted client base. This is the must-read book for all who want to succeed in the financial advisory industry." --Toshiya ShimizuPresident and CEO, Nikko Cordial Advisors Ltd. "For thirty years, advisors have been using wealth accumulation as their main sales weapon. With the boomers entering retirement, all that's out the window. Now the imperatives are income distribution, planning--making sure the investor does not run out of money. In Steve's newest book, he does an excellent job of walking advisors through this change and showing them how to alter their practices to not only survive but thrive. This is a must-read for any advisor who still wants to be in the business in ten years." --Len Reinhartfounder and President, Lockwood Advisors? "For over thirty years, I have sought advice from industry experts who can help me grow and optimize my practice. Steve Gresham's advice is always of interest to me--he is always right there on the cutting edge." --John Rafal, President, Essex Financial ServicesRegistered Rep.'s Top 50 Financial Advisor for 2006 and Barron's Top 100 Financial Advisor "A good coach can help even the best players reach their potential. As a financial advisor, you coach successful families to tackle life's challenges and achieve their goals. Steve Gresham can help--he has the tactics to help you build a winning team." --Mike KrzyzewskiHead Coach, Duke University Basketball and the 2006 U.S. National Team

Author : Ted Ridlehuber
Publisher : Charter Financial Publishing Network
Page : 0 pages
File Size : 54,7 Mb
Release : 2006-04
Category : Finance, Personal
ISBN : 0976657414

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Affluent for Life by Ted Ridlehuber Pdf

From one of America's most respected authorities on wealth management, a refreshingly straight-forward book that explains the 12 issues essential for expanding and protecting a person's net worth. Affluent for Life informs readers how to increase wealth without taking on uncomfortable risk; how to preserve wealth for children; how to give wealth wisely to charity; and the estate at death. This book explains the concepts and strategies essential for any discussion with financial professionals.

Author : Phil Demuth
Publisher : Cwm LLC
Page : 240 pages
File Size : 40,5 Mb
Release : 2019-12-11
Category : Business & Economics
ISBN : 0997059621

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The Overtaxed Investor by Phil Demuth Pdf

Taxes Come First The 2017 Trump Tax Cuts and Jobs Act has lowered tax rates for the beleaguered American taxpayer. We live in a Golden Age of Taxes. The clock is ticking. The Trump tax cuts are slated to expire in 2025, while a regime change in Washington could undo them as early as 2021. Like grave robbers opening King Tut's tomb, Congress -- with no debate or public discussion -- plans to raid your retirement accounts for even more money under the so-called "SECURE" Act. Hang on to your wallet. Nationally recognized investment advisor Phil DeMuth decrypts the 73,954 pages of tax code to show you where the trip-wires lie. He offers simple rules of thumb to navigate the minefield, all in sparkling English. If you aren't playing the long game with your taxes now, you are sending a valentine to the U.S. Treasury every April 15 with a needlessly fat check attached. DeMuth shows how to safely pare your investment tax bill down to the legal minimum requirement. It adds up to a small fortune that would be better spent on your life, your family, and your retirement.

Author : Kimberly Foss
Publisher : Greenleaf Book Group
Page : 192 pages
File Size : 43,7 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 : David Barr Chilton
Publisher : Unknown
Page : 197 pages
File Size : 45,7 Mb
Release : 2002
Category : Finance, Personal
ISBN : 0968394736

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The Wealthy Barber by David Barr Chilton Pdf

Author : Catherine S. McBreen,George H. Walper Jr.
Publisher : Penguin
Page : 256 pages
File Size : 44,6 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 : Andrew Lanoie
Publisher : Unknown
Page : 128 pages
File Size : 40,5 Mb
Release : 2021-03-15
Category : Electronic
ISBN : 0578882213

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The Guide to Passive Income by Andrew Lanoie Pdf