Please use this identifier to cite or link to this item: http://thuvienlamdong.org.vn:81/handle/DL_134679/4698
Title: Get wise to your advisor: how to reach your investment goals without getting ripped off
Authors: McAndrew, Clare.
Keywords: Business, Economics, Finance & Accounting;Finance & Investments;Investment advisors;Financial services industry
Issue Date: 2013
Publisher: Wiley
Abstract: 
The financial services world is changing. Technology is enabling an automated approach to investing that should bring down the cost of commodity services. No longer do you have to fund the lifestyle of a broker or advisor to have him tell you how to diversify or where to find the next investment that cannot be missed. This book will provide the tools for calculators that tell you most of what you need to know; from how much insurance you need to have to how you should diversify. The book will help readers with the following:/ ulliUnderstand what you have/liliPlan your long-term goals/liliStart to save (maximizing your 401k)/liliReduce debt/liliRun your Monte Carlo Simulation/liliDetermine the appropriate asset allocation/liliSet up your auto-rebalancing and periodically (annually, perhaps) re-examining your asset allocation to account for globalization/liliDeploy the asset mix through low cost, tax-efficient strategies/liliLook at it once per year/li/ul This book will provide a better understanding of your investment decisions. But, we all cannot be do-it-yourselfers. Advisors serve as an important resource for consumers when they are both capable and understand their duty to serve you, the customer, first. To complement their moral station, they must have the skills to deliver appropriate advice. The book, much like the company Steve founded, will simplify standards for consumers and audit advisors to those standards.
URI: https://onlinelibrary.wiley.com/doi/book/10.1002/9781118700778
http://thuvienlamdong.org.vn:81/handle/DL_134679/4698
ISBN: 9781118700730
9781118700778
9781118700693
Appears in Collections:Sách

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