DIY financial advisor: a simple solution to build and protect your wealth
Saved in:
| Main Authors: | , , |
|---|---|
| Format: | Electronic eBook |
| Language: | English |
| Published: |
Hoboken, New Jersey
John Wiley & Sons, Inc.
[2015]
|
| Edition: | First edition |
| Series: | Wiley finance series
|
| Subjects: | |
| Item Description: | Description based on print version record and CIP data provided by publisher |
| Physical Description: | 1 Online-Ressource (225 Seiten) |
| ISBN: | 9781119124900 1119124905 9781119124917 1119124913 9781119071501 |
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MARC
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| 245 | 1 | 0 | |a DIY financial advisor |b a simple solution to build and protect your wealth |c Wesley R. Gray, PhD, Jack R. Vogel, PhD, and David P. Foulke |
| 250 | |a First edition | ||
| 264 | 1 | |a Hoboken, New Jersey |b John Wiley & Sons, Inc. |c [2015] | |
| 264 | 4 | |c © 2015 | |
| 300 | |a 1 Online-Ressource (225 Seiten) | ||
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| 500 | |a Description based on print version record and CIP data provided by publisher | ||
| 505 | 8 | |a DIY financial advisor: A Simple Solution to Build and Protect Your WealthDIY Financial Advisor is a synopsis of our research findings developed while serving as a consultant and asset manager for family offices. By way of background, a family office is a company, or group of people, who manage the wealth a family has gained over generations. The term 'family office' has an element of cachet, and even mystique, because it is usually associated with the mega-wealthy. However, practically speaking, virtually any family that manages its investments-independent of the size of the investment pool-could be considered a family office. The difference is mainly semantic. DIY Financial Advisor outlines a step-by-step process through which investors can take control of their hard-earned wealth and manage their own family office. Our research indicates that what matters in investing are minimizing psychology traps and managing fees and taxes | |
| 505 | 8 | |a These simple concepts apply to all families, not just the ultra-wealthy. But can-or should-we be managing our own wealth' Our natural inclination is to succumb to the challenge of portfolio management and let an 'expert' deal with the problem. For a variety of reasons we discuss in this book, we should resist the gut reaction to hire experts. We suggest that investors maintain direct control, or at least a thorough understanding, of how their hard-earned wealth is managed. Our book is meant to be an educational journey that slowly builds confidence in one's own ability to manage a portfolio. We end our book with a potential solution that could be applicable to a wide-variety of investors, from the ultra-high net worth to middle class individuals, all of whom are focused on similar goals of preserving and growing their capital over time. DIY Financial Advisor is a unique resource | |
| 505 | 8 | |a This book is the only comprehensive guide to implementing simple quantitative models that can beat the experts. And it comes at the perfect time, as the investment industry is undergoing a significant shift due in part to the use of automated investment strategies that do not require a financial advisor's involvement. DIY Financial Advisor is an essential text that guides you in making your money work for you-not for someone else! | |
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| 650 | 4 | |a Wirtschaft | |
| 650 | 4 | |a Portfolio management |a Families |x Economic aspects |a Wealth |x Management |a Investment advisors | |
| 700 | 1 | |a Vogel, Jack R. |d 1983- |0 (DE-588)1124561153 |4 aut | |
| 700 | 1 | |a Foulke, David P. |d 1966- |4 aut | |
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| author | Gray, Wesley R. Vogel, Jack R. 1983- Foulke, David P. 1966- |
| author_GND | (DE-588)1124561153 |
| author_facet | Gray, Wesley R. Vogel, Jack R. 1983- Foulke, David P. 1966- |
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| contents | DIY financial advisor: A Simple Solution to Build and Protect Your WealthDIY Financial Advisor is a synopsis of our research findings developed while serving as a consultant and asset manager for family offices. By way of background, a family office is a company, or group of people, who manage the wealth a family has gained over generations. The term 'family office' has an element of cachet, and even mystique, because it is usually associated with the mega-wealthy. However, practically speaking, virtually any family that manages its investments-independent of the size of the investment pool-could be considered a family office. The difference is mainly semantic. DIY Financial Advisor outlines a step-by-step process through which investors can take control of their hard-earned wealth and manage their own family office. Our research indicates that what matters in investing are minimizing psychology traps and managing fees and taxes These simple concepts apply to all families, not just the ultra-wealthy. But can-or should-we be managing our own wealth' Our natural inclination is to succumb to the challenge of portfolio management and let an 'expert' deal with the problem. For a variety of reasons we discuss in this book, we should resist the gut reaction to hire experts. We suggest that investors maintain direct control, or at least a thorough understanding, of how their hard-earned wealth is managed. Our book is meant to be an educational journey that slowly builds confidence in one's own ability to manage a portfolio. We end our book with a potential solution that could be applicable to a wide-variety of investors, from the ultra-high net worth to middle class individuals, all of whom are focused on similar goals of preserving and growing their capital over time. DIY Financial Advisor is a unique resource This book is the only comprehensive guide to implementing simple quantitative models that can beat the experts. And it comes at the perfect time, as the investment industry is undergoing a significant shift due in part to the use of automated investment strategies that do not require a financial advisor's involvement. DIY Financial Advisor is an essential text that guides you in making your money work for you-not for someone else! |
| ctrlnum | (ZDB-4-NLEBK)ocn907811654 (OCoLC)907811654 (DE-599)BVBBV044359228 |
| dewey-full | 332.024 |
| dewey-hundreds | 300 - Social sciences |
| dewey-ones | 332 - Financial economics |
| dewey-raw | 332.024 |
| dewey-search | 332.024 |
| dewey-sort | 3332.024 |
| dewey-tens | 330 - Economics |
| discipline | Wirtschaftswissenschaften |
| edition | First edition |
| format | Electronic eBook |
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| id | DE-604.BV044359228 |
| illustrated | Not Illustrated |
| indexdate | 2024-07-10T07:50:44Z |
| institution | BVB |
| isbn | 9781119124900 1119124905 9781119124917 1119124913 9781119071501 |
| language | English |
| oai_aleph_id | oai:aleph.bib-bvb.de:BVB01-029761859 |
| oclc_num | 907811654 |
| open_access_boolean | |
| physical | 1 Online-Ressource (225 Seiten) |
| psigel | ZDB-4-NLEBK |
| publishDate | 2015 |
| publishDateSearch | 2015 |
| publishDateSort | 2015 |
| publisher | John Wiley & Sons, Inc. |
| record_format | marc |
| series2 | Wiley finance series |
| spelling | Gray, Wesley R. aut DIY financial advisor a simple solution to build and protect your wealth Wesley R. Gray, PhD, Jack R. Vogel, PhD, and David P. Foulke First edition Hoboken, New Jersey John Wiley & Sons, Inc. [2015] © 2015 1 Online-Ressource (225 Seiten) txt rdacontent c rdamedia cr rdacarrier Wiley finance series Description based on print version record and CIP data provided by publisher DIY financial advisor: A Simple Solution to Build and Protect Your WealthDIY Financial Advisor is a synopsis of our research findings developed while serving as a consultant and asset manager for family offices. By way of background, a family office is a company, or group of people, who manage the wealth a family has gained over generations. The term 'family office' has an element of cachet, and even mystique, because it is usually associated with the mega-wealthy. However, practically speaking, virtually any family that manages its investments-independent of the size of the investment pool-could be considered a family office. The difference is mainly semantic. DIY Financial Advisor outlines a step-by-step process through which investors can take control of their hard-earned wealth and manage their own family office. Our research indicates that what matters in investing are minimizing psychology traps and managing fees and taxes These simple concepts apply to all families, not just the ultra-wealthy. But can-or should-we be managing our own wealth' Our natural inclination is to succumb to the challenge of portfolio management and let an 'expert' deal with the problem. For a variety of reasons we discuss in this book, we should resist the gut reaction to hire experts. We suggest that investors maintain direct control, or at least a thorough understanding, of how their hard-earned wealth is managed. Our book is meant to be an educational journey that slowly builds confidence in one's own ability to manage a portfolio. We end our book with a potential solution that could be applicable to a wide-variety of investors, from the ultra-high net worth to middle class individuals, all of whom are focused on similar goals of preserving and growing their capital over time. DIY Financial Advisor is a unique resource This book is the only comprehensive guide to implementing simple quantitative models that can beat the experts. And it comes at the perfect time, as the investment industry is undergoing a significant shift due in part to the use of automated investment strategies that do not require a financial advisor's involvement. DIY Financial Advisor is an essential text that guides you in making your money work for you-not for someone else! BUSINESS & ECONOMICS / Finance bisacsh Wirtschaft Portfolio management Families Economic aspects Wealth Management Investment advisors Vogel, Jack R. 1983- (DE-588)1124561153 aut Foulke, David P. 1966- aut Erscheint auch als Druck-Ausgabe Gray, Wesley R. DIY financial advisor Hoboken, New Jersey : John Wiley & Sons, Inc., [2015] 978-1-119-07150-1 |
| spellingShingle | Gray, Wesley R. Vogel, Jack R. 1983- Foulke, David P. 1966- DIY financial advisor a simple solution to build and protect your wealth DIY financial advisor: A Simple Solution to Build and Protect Your WealthDIY Financial Advisor is a synopsis of our research findings developed while serving as a consultant and asset manager for family offices. By way of background, a family office is a company, or group of people, who manage the wealth a family has gained over generations. The term 'family office' has an element of cachet, and even mystique, because it is usually associated with the mega-wealthy. However, practically speaking, virtually any family that manages its investments-independent of the size of the investment pool-could be considered a family office. The difference is mainly semantic. DIY Financial Advisor outlines a step-by-step process through which investors can take control of their hard-earned wealth and manage their own family office. Our research indicates that what matters in investing are minimizing psychology traps and managing fees and taxes These simple concepts apply to all families, not just the ultra-wealthy. But can-or should-we be managing our own wealth' Our natural inclination is to succumb to the challenge of portfolio management and let an 'expert' deal with the problem. For a variety of reasons we discuss in this book, we should resist the gut reaction to hire experts. We suggest that investors maintain direct control, or at least a thorough understanding, of how their hard-earned wealth is managed. Our book is meant to be an educational journey that slowly builds confidence in one's own ability to manage a portfolio. We end our book with a potential solution that could be applicable to a wide-variety of investors, from the ultra-high net worth to middle class individuals, all of whom are focused on similar goals of preserving and growing their capital over time. DIY Financial Advisor is a unique resource This book is the only comprehensive guide to implementing simple quantitative models that can beat the experts. And it comes at the perfect time, as the investment industry is undergoing a significant shift due in part to the use of automated investment strategies that do not require a financial advisor's involvement. DIY Financial Advisor is an essential text that guides you in making your money work for you-not for someone else! BUSINESS & ECONOMICS / Finance bisacsh Wirtschaft Portfolio management Families Economic aspects Wealth Management Investment advisors |
| title | DIY financial advisor a simple solution to build and protect your wealth |
| title_auth | DIY financial advisor a simple solution to build and protect your wealth |
| title_exact_search | DIY financial advisor a simple solution to build and protect your wealth |
| title_full | DIY financial advisor a simple solution to build and protect your wealth Wesley R. Gray, PhD, Jack R. Vogel, PhD, and David P. Foulke |
| title_fullStr | DIY financial advisor a simple solution to build and protect your wealth Wesley R. Gray, PhD, Jack R. Vogel, PhD, and David P. Foulke |
| title_full_unstemmed | DIY financial advisor a simple solution to build and protect your wealth Wesley R. Gray, PhD, Jack R. Vogel, PhD, and David P. Foulke |
| title_short | DIY financial advisor |
| title_sort | diy financial advisor a simple solution to build and protect your wealth |
| title_sub | a simple solution to build and protect your wealth |
| topic | BUSINESS & ECONOMICS / Finance bisacsh Wirtschaft Portfolio management Families Economic aspects Wealth Management Investment advisors |
| topic_facet | BUSINESS & ECONOMICS / Finance Wirtschaft Portfolio management Families Economic aspects Wealth Management Investment advisors |
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