Kategoria BISAC: Business & Economics >> Finance - Wealth Management

A practical how-to guide for every investor. "For ordinary investors who want to build an all-weather portfolio." It is time-proven wisdom, and encourages you to take control of your finances. Learn how to use CDs, bonds, and bond funds to manage risk/reward even during low interest rates. You will learn: How to choose your stocks/bonds allocation How to become immune to changing interest rates When to use CDs and individual bonds How to choose a good bond fund How to hedge against unexpected inflation Contents: Foreword by Larry Swedroe
Introduction
- Who Should Read This Book?
-...

Reframe -wealth management- to achieve sustainable success in financial services

You've Been Framed(TM) is a step-by-step guide for achieving ultimate profitability and sustainability for your financial advisory firm. Whether you're a savvy entrepreneur ready to dominate your competitors, or a more experienced advisor moving toward selling your practice, this guide will help you proactively reframe your business. You'll learn how to grow your pipeline of prospects, win the next generation of clients, and deepen your business so it can thrive without you--leaving you free to...

Discover how investing seventy-five minutes could really be the difference between having security, financial balance, and enjoyment by achieving financial freedom or being frustrated by your lack of options and not harnessing the full power of your resources.

In his new book, hedge fund consultant Frank Nagy takes the novice through the steps to properly set up and manage a fully functioning hedge fund. The Ultimate Hedge Fund Guide provides new fund managers/traders with the knowledge and tools they need to be familiar with setting up and managing their own hedge fund. While other books are closely focused on specific topics such as trading and managing, The Ultimate Hedge Fund Guide gives the reader a fresh look on the basic setup and managing of a U.S. or offshore hedge fund. The Ultimate Hedge Fund Guide will provide answers on topics...

Everyone wants to know the secret sauce so to speak to increasing wealth. A book on the topic could help to get everyone thinking about their personal wealth situation and what they can do to improve it. From time to time the answers to big questions like this lie within the person themselves. They cannot fix a problem until they have identified it and realized that it really needs to be corrected. As such, having a book on the topic could be very helpful.

A Practical Path to a Prosperous Life explains a clear biblical, step-by-step approach to attaining abundant personal finances, building wealth and financing of the Great Commission in our day. Brian draws on age-old biblical truths and includes many practical, present-day applications to help your thinking line up with God's Word. Brian's dream is to help identify and eradicate the poverty mindset from the church so that every believer is empowered to experience God's abundance and fulfill his or her destiny. This book contains a revelation on finances that every Christian in our day...

Finally. An approach that works. Discover how to achieve your financial goals and dreams.

Common Sense to Uncommon Wealth guides you through The Wealth Builder 10. A simple, step-by-step approach to take control of your financial life and realize your dreams.

1. Start. Now!
2. Reject Jones-itis
3. Act like a Wealth Builder
4. Run Your Life Like a Business
5. Develop Your Financial Life Goal (FLG)
6. Know Your Starting Point
7. Be the Boss of Your Business Profits
8. Track your FLG Progress
9. Six Biggies You Gotta Keep in the Mix
10. Discover YOUR Pace

It is possible for you to...

Payday Congratulations, Your Business Sold. Now What? How to Prepare for & Protect Your Sudden Wealth is a comprehensive guide for anyone who has or anticipates having sudden wealth primarily from selling your business and wants to learn how to prepare and protect their fortune. Payday addresses issues usually not addressed with sudden wealth.

Target accrual redemption forwards are the most popular currency structured products among corporate and private banking customers. This investment product facilitates an investor to hedge his currency exposure at a low cost or speculate on the direction of a currency rate with low upfront cash outflow. Nevertheless, the technical details behind target accrual redemption forwards have never been elaborated with sufficient granularity in any public documents. This results a material mis-communications among treasury marketing, corporate sales, risk management and investors. This book takes the...

Starting a Hedge Fund: A Student's Journey into the World of High Finance" profiles the beginning of Daniel Jones' adventure where he transforms himself from a typical university student to a hedge fund manager. Not wanting to take the slow route that many managers opt for, Daniel pushes to start his fund while in college. This piece is an autobiographical account of this process and discusses the bumpy road that accompanies any start-up enterprise. Along the way, Daniel takes readers through not only the events that led him to set up his fund but also explores the nature of investing as he...

An insightful and practical guide to family trusts

Family Trusts is a step-by-step guide for anyone involved in family trusts: trust creators, trustees, beneficiaries, and advisors. It will help families create and administer a culture that recognizes trusts as a gift of love.

Marrying the practical and emotional aspects of family wealth, this book provides a hands-on primer that focuses on fostering positive relationships, and structuring the trust appropriately for the situation and the people involved. It tackles difficult topics with frank and honest...

As plants develop from seeds, and could not be without it; similarly, everyone has a humble beginning. A time when you had nothing to your name. Does it matter whether you had something or nothing in the beginning? No, it doesn't. Your current state is not a determinant of who you can be or what you can have. The point is if you have a dream or passion and you are zealous about it, you are on your way to achieve it. I know that as long as you put your whole self into achieving your goal, you would achieve that goal. While taking the small first step can make all the difference, there are two...

Leverage algorithms to take your investment approach to the next level

Digital Wealth: An Automatic Way to Invest Successfully reveals core investment strategies that you can leverage to build long-term wealth. More than a simple review of traditional investment strategies, this innovative text proffers digital investment techniques that are driven not by people but by algorithms. Supported by asset allocation research, the secrets shared in this forward-thinking book have underpinned cutting-edge investment firms as they integrate algorithm-based strategies. In addition to...

Thrive in a changing industry by putting your people first

Advisory Leadership is a practical and highly executable guide for financial advisors and finance professionals looking to thrive in today's changing financial services industry. Written by a leading financial advisor with practice improvement expertise, this book shows you how to master the art of leadership while remaining agile and adaptable. You'll learn the seven steps you must take to keep pace and thrive amidst the industry's evolution, with clearly articulated explanations and motivational action items. The...

The lifelong guide to effective family wealth management strategy

Family Capital provides a unique and practical lesson on wealth management. Instead of lectures and dry discussion, this engaging book follows an archetypal wealthy family through several generations and collateral family units to show you what effective family capital management looks like long-term. You will actually listen in on meetings between the family and its wealth advisor as they grapple with the many challenges family investors face. Expert wealth advisor Gregory Curtis provides advice and insight...

Social Finance is a rapidly advancing area of practice, policy and research, with alot of unanswered questions.
What does it amount to? What is it to be 'social' in finance? How do you value assets that offer a social as well as a financial return?
This book provides a collection of authoritative essays on these and related topics. The essays embrace the different manifestations of social finance, collate existing research, set out the controversies, offer theoretical insights, and advances, and draw together the ideas of the leading thinkers in the field. Contributors to this volume...