Get wise to your advisor: how to reach your investment goals without getting ripped off
Gespeichert in:
| 1. Verfasser: | |
|---|---|
| Format: | Elektronisch E-Book |
| Sprache: | English |
| Veröffentlicht: |
Hoboken, New Jersey
John Wiley & Sons, Inc.
[2013]
|
| Schlagworte: | |
| Online-Zugang: | FRO01 UBG01 URL des Erstveröffentlichers |
| Beschreibung: | Includes index 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 |
| Beschreibung: | 1 Online-Ressource |
| ISBN: | 9781118700778 1118700775 9781299814684 1299814689 9781118698860 111869886X 9781118700693 1118700694 9781118698846 1118698843 1118700732 |
Internformat
MARC
| LEADER | 00000nmm a2200000zc 4500 | ||
|---|---|---|---|
| 001 | BV043395726 | ||
| 003 | DE-604 | ||
| 005 | 00000000000000.0 | ||
| 007 | cr|uuu---uuuuu | ||
| 008 | 160222s2013 |||| o||u| ||||||eng d | ||
| 020 | |a 9781118700778 |c electronic bk. |9 978-1-118-70077-8 | ||
| 020 | |a 1118700775 |c electronic bk. |9 1-118-70077-5 | ||
| 020 | |a 9781299814684 |c electronic bk. |9 978-1-299-81468-4 | ||
| 020 | |a 1299814689 |c electronic bk. |9 1-299-81468-9 | ||
| 020 | |a 9781118698860 |c electronic bk. |9 978-1-118-69886-0 | ||
| 020 | |a 111869886X |c electronic bk. |9 1-118-69886-X | ||
| 020 | |a 9781118700693 |9 978-1-118-70069-3 | ||
| 020 | |a 1118700694 |9 1-118-70069-4 | ||
| 020 | |a 9781118698846 |9 978-1-118-69884-6 | ||
| 020 | |a 1118698843 |9 1-118-69884-3 | ||
| 020 | |a 1118700732 |9 1-118-70073-2 | ||
| 024 | 7 | |a 10.1002/9781118700778 |2 doi | |
| 035 | |a (ZDB-35-WIC)ocn837924707 | ||
| 035 | |a (OCoLC)890470409 | ||
| 035 | |a (DE-599)BVBBV043395726 | ||
| 040 | |a DE-604 |b ger |e aacr | ||
| 041 | 0 | |a eng | |
| 049 | |a DE-861 | ||
| 082 | 0 | |a 332.6 |2 23 | |
| 100 | 1 | |a Lockshin, Steven D. |e Verfasser |4 aut | |
| 245 | 1 | 0 | |a Get wise to your advisor |b how to reach your investment goals without getting ripped off |c Steven D. Lockshin |
| 264 | 1 | |a Hoboken, New Jersey |b John Wiley & Sons, Inc. |c [2013] | |
| 300 | |a 1 Online-Ressource | ||
| 336 | |b txt |2 rdacontent | ||
| 337 | |b c |2 rdamedia | ||
| 338 | |b cr |2 rdacarrier | ||
| 500 | |a Includes index | ||
| 500 | |a 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 | ||
| 650 | 4 | |a Investment advisors | |
| 650 | 4 | |a Financial services industry / Evaluation | |
| 650 | 4 | |a Investments | |
| 650 | 4 | |a Portfolio management | |
| 650 | 4 | |a Finance, Personal | |
| 650 | 7 | |a BUSINESS & ECONOMICS / Finance |2 bisacsh | |
| 650 | 7 | |a Finance, Personal |2 fast | |
| 650 | 7 | |a Financial services industry / Evaluation |2 fast | |
| 650 | 7 | |a Investment advisors |2 fast | |
| 650 | 7 | |a Investments |2 fast | |
| 650 | 7 | |a Portfolio management |2 fast | |
| 650 | 4 | |a Wirtschaft | |
| 650 | 4 | |a Investment advisors | |
| 650 | 4 | |a Financial services industry / Evaluation | |
| 650 | 4 | |a Investments | |
| 650 | 4 | |a Portfolio management | |
| 650 | 4 | |a Finance, Personal | |
| 776 | 0 | 8 | |i Erscheint auch als |n Druck-Ausgabe, Hardcover |z 978-1-118-70073-0 |
| 856 | 4 | 0 | |u https://onlinelibrary.wiley.com/doi/book/10.1002/9781118700778 |x Verlag |z URL des Erstveröffentlichers |3 Volltext |
| 912 | |a ZDB-35-WIC | ||
| 940 | 1 | |q UBG_PDA_WIC | |
| 999 | |a oai:aleph.bib-bvb.de:BVB01-028814310 | ||
| 966 | e | |u https://onlinelibrary.wiley.com/doi/book/10.1002/9781118700778 |l FRO01 |p ZDB-35-WIC |q FRO_PDA_WIC |x Verlag |3 Volltext | |
| 966 | e | |u https://onlinelibrary.wiley.com/doi/book/10.1002/9781118700778 |l UBG01 |p ZDB-35-WIC |q UBG_PDA_WIC |x Verlag |3 Volltext | |
Datensatz im Suchindex
| _version_ | 1804175975867482112 |
|---|---|
| any_adam_object | |
| author | Lockshin, Steven D. |
| author_facet | Lockshin, Steven D. |
| author_role | aut |
| author_sort | Lockshin, Steven D. |
| author_variant | s d l sd sdl |
| building | Verbundindex |
| bvnumber | BV043395726 |
| collection | ZDB-35-WIC |
| ctrlnum | (ZDB-35-WIC)ocn837924707 (OCoLC)890470409 (DE-599)BVBBV043395726 |
| dewey-full | 332.6 |
| dewey-hundreds | 300 - Social sciences |
| dewey-ones | 332 - Financial economics |
| dewey-raw | 332.6 |
| dewey-search | 332.6 |
| dewey-sort | 3332.6 |
| dewey-tens | 330 - Economics |
| discipline | Wirtschaftswissenschaften |
| format | Electronic eBook |
| fullrecord | <?xml version="1.0" encoding="UTF-8"?><collection xmlns="http://www.loc.gov/MARC21/slim"><record><leader>04153nmm a2200709zc 4500</leader><controlfield tag="001">BV043395726</controlfield><controlfield tag="003">DE-604</controlfield><controlfield tag="005">00000000000000.0</controlfield><controlfield tag="007">cr|uuu---uuuuu</controlfield><controlfield tag="008">160222s2013 |||| o||u| ||||||eng d</controlfield><datafield tag="020" ind1=" " ind2=" "><subfield code="a">9781118700778</subfield><subfield code="c">electronic bk.</subfield><subfield code="9">978-1-118-70077-8</subfield></datafield><datafield tag="020" ind1=" " ind2=" "><subfield code="a">1118700775</subfield><subfield code="c">electronic bk.</subfield><subfield code="9">1-118-70077-5</subfield></datafield><datafield tag="020" ind1=" " ind2=" "><subfield code="a">9781299814684</subfield><subfield code="c">electronic bk.</subfield><subfield code="9">978-1-299-81468-4</subfield></datafield><datafield tag="020" ind1=" " ind2=" "><subfield code="a">1299814689</subfield><subfield code="c">electronic bk.</subfield><subfield code="9">1-299-81468-9</subfield></datafield><datafield tag="020" ind1=" " ind2=" "><subfield code="a">9781118698860</subfield><subfield code="c">electronic bk.</subfield><subfield code="9">978-1-118-69886-0</subfield></datafield><datafield tag="020" ind1=" " ind2=" "><subfield code="a">111869886X</subfield><subfield code="c">electronic bk.</subfield><subfield code="9">1-118-69886-X</subfield></datafield><datafield tag="020" ind1=" " ind2=" "><subfield code="a">9781118700693</subfield><subfield code="9">978-1-118-70069-3</subfield></datafield><datafield tag="020" ind1=" " ind2=" "><subfield code="a">1118700694</subfield><subfield code="9">1-118-70069-4</subfield></datafield><datafield tag="020" ind1=" " ind2=" "><subfield code="a">9781118698846</subfield><subfield code="9">978-1-118-69884-6</subfield></datafield><datafield tag="020" ind1=" " ind2=" "><subfield code="a">1118698843</subfield><subfield code="9">1-118-69884-3</subfield></datafield><datafield tag="020" ind1=" " ind2=" "><subfield code="a">1118700732</subfield><subfield code="9">1-118-70073-2</subfield></datafield><datafield tag="024" ind1="7" ind2=" "><subfield code="a">10.1002/9781118700778</subfield><subfield code="2">doi</subfield></datafield><datafield tag="035" ind1=" " ind2=" "><subfield code="a">(ZDB-35-WIC)ocn837924707</subfield></datafield><datafield tag="035" ind1=" " ind2=" "><subfield code="a">(OCoLC)890470409</subfield></datafield><datafield tag="035" ind1=" " ind2=" "><subfield code="a">(DE-599)BVBBV043395726</subfield></datafield><datafield tag="040" ind1=" " ind2=" "><subfield code="a">DE-604</subfield><subfield code="b">ger</subfield><subfield code="e">aacr</subfield></datafield><datafield tag="041" ind1="0" ind2=" "><subfield code="a">eng</subfield></datafield><datafield tag="049" ind1=" " ind2=" "><subfield code="a">DE-861</subfield></datafield><datafield tag="082" ind1="0" ind2=" "><subfield code="a">332.6</subfield><subfield code="2">23</subfield></datafield><datafield tag="100" ind1="1" ind2=" "><subfield code="a">Lockshin, Steven D.</subfield><subfield code="e">Verfasser</subfield><subfield code="4">aut</subfield></datafield><datafield tag="245" ind1="1" ind2="0"><subfield code="a">Get wise to your advisor</subfield><subfield code="b">how to reach your investment goals without getting ripped off</subfield><subfield code="c">Steven D. Lockshin</subfield></datafield><datafield tag="264" ind1=" " ind2="1"><subfield code="a">Hoboken, New Jersey</subfield><subfield code="b">John Wiley & Sons, Inc.</subfield><subfield code="c">[2013]</subfield></datafield><datafield tag="300" ind1=" " ind2=" "><subfield code="a">1 Online-Ressource</subfield></datafield><datafield tag="336" ind1=" " ind2=" "><subfield code="b">txt</subfield><subfield code="2">rdacontent</subfield></datafield><datafield tag="337" ind1=" " ind2=" "><subfield code="b">c</subfield><subfield code="2">rdamedia</subfield></datafield><datafield tag="338" ind1=" " ind2=" "><subfield code="b">cr</subfield><subfield code="2">rdacarrier</subfield></datafield><datafield tag="500" ind1=" " ind2=" "><subfield code="a">Includes index</subfield></datafield><datafield tag="500" ind1=" " ind2=" "><subfield code="a">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</subfield></datafield><datafield tag="650" ind1=" " ind2="4"><subfield code="a">Investment advisors</subfield></datafield><datafield tag="650" ind1=" " ind2="4"><subfield code="a">Financial services industry / Evaluation</subfield></datafield><datafield tag="650" ind1=" " ind2="4"><subfield code="a">Investments</subfield></datafield><datafield tag="650" ind1=" " ind2="4"><subfield code="a">Portfolio management</subfield></datafield><datafield tag="650" ind1=" " ind2="4"><subfield code="a">Finance, Personal</subfield></datafield><datafield tag="650" ind1=" " ind2="7"><subfield code="a">BUSINESS & ECONOMICS / Finance</subfield><subfield code="2">bisacsh</subfield></datafield><datafield tag="650" ind1=" " ind2="7"><subfield code="a">Finance, Personal</subfield><subfield code="2">fast</subfield></datafield><datafield tag="650" ind1=" " ind2="7"><subfield code="a">Financial services industry / Evaluation</subfield><subfield code="2">fast</subfield></datafield><datafield tag="650" ind1=" " ind2="7"><subfield code="a">Investment advisors</subfield><subfield code="2">fast</subfield></datafield><datafield tag="650" ind1=" " ind2="7"><subfield code="a">Investments</subfield><subfield code="2">fast</subfield></datafield><datafield tag="650" ind1=" " ind2="7"><subfield code="a">Portfolio management</subfield><subfield code="2">fast</subfield></datafield><datafield tag="650" ind1=" " ind2="4"><subfield code="a">Wirtschaft</subfield></datafield><datafield tag="650" ind1=" " ind2="4"><subfield code="a">Investment advisors</subfield></datafield><datafield tag="650" ind1=" " ind2="4"><subfield code="a">Financial services industry / Evaluation</subfield></datafield><datafield tag="650" ind1=" " ind2="4"><subfield code="a">Investments</subfield></datafield><datafield tag="650" ind1=" " ind2="4"><subfield code="a">Portfolio management</subfield></datafield><datafield tag="650" ind1=" " ind2="4"><subfield code="a">Finance, Personal</subfield></datafield><datafield tag="776" ind1="0" ind2="8"><subfield code="i">Erscheint auch als</subfield><subfield code="n">Druck-Ausgabe, Hardcover</subfield><subfield code="z">978-1-118-70073-0</subfield></datafield><datafield tag="856" ind1="4" ind2="0"><subfield code="u">https://onlinelibrary.wiley.com/doi/book/10.1002/9781118700778</subfield><subfield code="x">Verlag</subfield><subfield code="z">URL des Erstveröffentlichers</subfield><subfield code="3">Volltext</subfield></datafield><datafield tag="912" ind1=" " ind2=" "><subfield code="a">ZDB-35-WIC</subfield></datafield><datafield tag="940" ind1="1" ind2=" "><subfield code="q">UBG_PDA_WIC</subfield></datafield><datafield tag="999" ind1=" " ind2=" "><subfield code="a">oai:aleph.bib-bvb.de:BVB01-028814310</subfield></datafield><datafield tag="966" ind1="e" ind2=" "><subfield code="u">https://onlinelibrary.wiley.com/doi/book/10.1002/9781118700778</subfield><subfield code="l">FRO01</subfield><subfield code="p">ZDB-35-WIC</subfield><subfield code="q">FRO_PDA_WIC</subfield><subfield code="x">Verlag</subfield><subfield code="3">Volltext</subfield></datafield><datafield tag="966" ind1="e" ind2=" "><subfield code="u">https://onlinelibrary.wiley.com/doi/book/10.1002/9781118700778</subfield><subfield code="l">UBG01</subfield><subfield code="p">ZDB-35-WIC</subfield><subfield code="q">UBG_PDA_WIC</subfield><subfield code="x">Verlag</subfield><subfield code="3">Volltext</subfield></datafield></record></collection> |
| id | DE-604.BV043395726 |
| illustrated | Not Illustrated |
| indexdate | 2024-07-10T07:24:50Z |
| institution | BVB |
| isbn | 9781118700778 1118700775 9781299814684 1299814689 9781118698860 111869886X 9781118700693 1118700694 9781118698846 1118698843 1118700732 |
| language | English |
| oai_aleph_id | oai:aleph.bib-bvb.de:BVB01-028814310 |
| oclc_num | 837924707 890470409 |
| open_access_boolean | |
| owner | DE-861 |
| owner_facet | DE-861 |
| physical | 1 Online-Ressource |
| psigel | ZDB-35-WIC UBG_PDA_WIC ZDB-35-WIC FRO_PDA_WIC ZDB-35-WIC UBG_PDA_WIC |
| publishDate | 2013 |
| publishDateSearch | 2013 |
| publishDateSort | 2013 |
| publisher | John Wiley & Sons, Inc. |
| record_format | marc |
| spelling | Lockshin, Steven D. Verfasser aut Get wise to your advisor how to reach your investment goals without getting ripped off Steven D. Lockshin Hoboken, New Jersey John Wiley & Sons, Inc. [2013] 1 Online-Ressource txt rdacontent c rdamedia cr rdacarrier Includes index 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 Investment advisors Financial services industry / Evaluation Investments Portfolio management Finance, Personal BUSINESS & ECONOMICS / Finance bisacsh Finance, Personal fast Financial services industry / Evaluation fast Investment advisors fast Investments fast Portfolio management fast Wirtschaft Erscheint auch als Druck-Ausgabe, Hardcover 978-1-118-70073-0 https://onlinelibrary.wiley.com/doi/book/10.1002/9781118700778 Verlag URL des Erstveröffentlichers Volltext |
| spellingShingle | Lockshin, Steven D. Get wise to your advisor how to reach your investment goals without getting ripped off Investment advisors Financial services industry / Evaluation Investments Portfolio management Finance, Personal BUSINESS & ECONOMICS / Finance bisacsh Finance, Personal fast Financial services industry / Evaluation fast Investment advisors fast Investments fast Portfolio management fast Wirtschaft |
| title | Get wise to your advisor how to reach your investment goals without getting ripped off |
| title_auth | Get wise to your advisor how to reach your investment goals without getting ripped off |
| title_exact_search | Get wise to your advisor how to reach your investment goals without getting ripped off |
| title_full | Get wise to your advisor how to reach your investment goals without getting ripped off Steven D. Lockshin |
| title_fullStr | Get wise to your advisor how to reach your investment goals without getting ripped off Steven D. Lockshin |
| title_full_unstemmed | Get wise to your advisor how to reach your investment goals without getting ripped off Steven D. Lockshin |
| title_short | Get wise to your advisor |
| title_sort | get wise to your advisor how to reach your investment goals without getting ripped off |
| title_sub | how to reach your investment goals without getting ripped off |
| topic | Investment advisors Financial services industry / Evaluation Investments Portfolio management Finance, Personal BUSINESS & ECONOMICS / Finance bisacsh Finance, Personal fast Financial services industry / Evaluation fast Investment advisors fast Investments fast Portfolio management fast Wirtschaft |
| topic_facet | Investment advisors Financial services industry / Evaluation Investments Portfolio management Finance, Personal BUSINESS & ECONOMICS / Finance Wirtschaft |
| url | https://onlinelibrary.wiley.com/doi/book/10.1002/9781118700778 |
| work_keys_str_mv | AT lockshinstevend getwisetoyouradvisorhowtoreachyourinvestmentgoalswithoutgettingrippedoff |