The Taxable Investor's Manifesto: Wealth Management Strategies to Last a Lifetime

ISBN-13: 9781119692034 / Angielski / Twarda / 2020 / 176 str.

Stuart E. Lucas

Spis treści

About the Author xiAcknowledgments xiiiIntroduction xviiChapter 1 Taxable Investors Need to Think Differently 1Chapter 2 Diversify at the Right Time and in the Right Way 9Chapter 3 Generate Value From That Magical Liability: Deferred Tax 17Chapter 4 If You Want Wealth to Grow, Own Stocks 25Chapter 5 Lengthen Time Horizon to Lower Risk and Enhance Returns 39Chapter 6 Control Cash Flow to Perpetuate Purchasing Power 49Chapter 7 Don't Be Misled By Performance 55Chapter 8 Get Value From Active Management 65Chapter 9 Approach Alternative Investments With Skill and Skepticism, Or Not At All 79Chapter 10 Plan Your Estate: It Adds More Value Than Investing 89Chapter 11 Shift From Success to Significance 99Chapter 12 Reinforce Positive Family Culture Through Financial Design 105Chapter 13 Evaluate The Risks to This Approach 111Chapter 14 Select An Advisor With Strong Investment Skills, An Interdisciplinary Approach, and A Fiduciary Mindset 117Appendix Additional Books About Taxable Investing 129Index 131

O autorze

STUART E. LUCAS is the founder and Chief Investment Officer of Wealth Strategist Partners, a firm that advises complex family enterprises, including his own. He co-founded the University of Chicago's Private Wealth Management program, now in its fourteenth year, and is the author of the bestselling Wealth: Grow It and Protect It and numerous articles on investing and wealth management. Lucas is Chairman of the Investment Committee of National Public Radio and formerly Senior Managing Director of the Ultra-High-Net-Worth Group within Private Client Services at Bank One, now JPMorgan Chase. He holds an MBA from Harvard Business School and is a Chartered Financial Analyst.