DIY Financial Advisor – A Simple Solution to Build and Protect Your Wealth

DIY Financial Advisor – A Simple Solution to Build and Protect Your Wealth

General:

Name: DIY Financial Advisor – A Simple Solution to Build and Protect Your Wealth
Format: epub
Size: 2.83 MB

Book:

Title: DIY Financial Advisor
Author: Wesley R. Gray, Jack R. Vogel, David P. Foulke
Language: English
Year: 2015
Subjects: Business, Finance, Nonfiction
Publisher: Wiley
ISBN: 9781119071501
Total pages: 224

Description:

DIY Financial Advisor: A Simple Solution to Build and Protect Your Wealth
DIY Financial Advisor is a synopsis of our research findings developed while serving as a consultant and asset manager for family offices. By way of background, a family office is a company, or group of people, who manage the wealth a family has gained over generations. The term ‘family office’ has an element of cachet, and even mystique, because it is usually associated with the mega-wealthy. However, practically speaking, virtually any family that manages its investments-independent of the size of the investment pool-could be considered a family office. The difference is mainly semantic.
DIY Financial Advisor outlines a step-by-step process through which investors can take control of their hard-earned wealth and manage their own family office. Our research indicates that what matters in investing are minimizing psychology traps and managing fees and…

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