Torrent details for "Wealth Management Unwrapped, Revised and Expanded: Unwrap What You Need to Know and Enjoy the Presen..."    Log in to bookmark

wide
Torrent details
Cover
Download
Torrent rating (0 rated)
Controls:
Category:
Language:
English English
Total Size:
90.01 MB
Info Hash:
2733f8b7773ce98989dff53216204f49b5b3179c
Added By:
Added:  
05-09-2024 02:45
Views:
131
Health:
Seeds:
12
Leechers:
2
Completed:
63
wide




Description
wide
You are the CEO of My Wealth, Inc. -- so Take Charge! This book is a timeless classic - from choosing an advisor to fulfilling your responsibilities as CEO of My Wealth, Inc., here is practical guidance. You will be a far smarter investor, NOT by learning the jargon but by insisting on clearer communications from your advisor. Wall Street veteran Charlotte Beyer takes you on a tour of the wealth management industry, guiding you through the complexities with straightforward, no-nonsense expertise. By stripping away industry jargon and the all-too-common self-promotion, you will:
Understand the difference between advisor and money manager
Learn the best questions to ask when interviewing an advisor
Dissect fee disclosure statements and conflicts of interest
Find out whether you should be a do-it-yourself investor and learn if that might makes better sense for your personality (or not!)
The wealth management industry has undergone massive change over the past 25 years. New products spring up, and marketing hype leaves you with precious little practical information. Wealth Management Unwrapped is like a powerful GPS, offering you a much clearer view of how to fully realize the dreams and goals your wealth now affords you.

  User comments    Sort newest first

No comments have been posted yet.



Post anonymous comment
  • Comments need intelligible text (not only emojis or meaningless drivel).
  • No upload requests, visit the forum or message the uploader for this.
  • Use common sense and try to stay on topic.

  • :) :( :D :P :-) B) 8o :? 8) ;) :-* :-( :| O:-D Party Pirates Yuk Facepalm :-@ :o) Pacman Shit Alien eyes Ass Warn Help Bad Love Joystick Boom Eggplant Floppy TV Ghost Note Msg


    CAPTCHA Image 

    Anonymous comments have a moderation delay and show up after 15 minutes