Get Wise to Your Advisor - read free eBook in online reader or directly download on the web page. Select files or add your book in reader. Download and read online ebook Get Wise to Your Advisor write by Steven D. Lockshin. This book was released on 2013-09-03. Get Wise to Your Advisor available in PDF, EPUB and Kindle. 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: Understand what you have Plan your long-term goals Start to save (maximizing your 401k) Reduce debt Run your Monte Carlo Simulation Determine the appropriate asset allocation Set up your auto-rebalancing and periodically (annually, perhaps) re-examining your asset allocation to account for globalization Deploy the asset mix through low cost, tax-efficient strategies Look at it once per year 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.
Get Wise to Your Advisor
Get Wise to Your Advisor - read free eBook in online reader or directly download on the web page. Select files or add your book in reader. Download and read online ebook Get Wise to Your Advisor write by Steven D. Lockshin. This book was released on 2013-09-03. Get Wise to Your Advisor available in PDF, EPUB and Kindle. 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: Understand what you have Plan your long-term goals Start to save (maximizing your 401k) Reduce debt Run your Monte Carlo Simulation Determine the appropriate asset allocation Set up your auto-rebalancing and periodically (annually, perhaps) re-examining your asset allocation to account for globalization Deploy the asset mix through low cost, tax-efficient strategies Look at it once per year 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.
The Holy Spirit, Your Financial Advisor
The Holy Spirit, Your Financial Advisor - read free eBook in online reader or directly download on the web page. Select files or add your book in reader. Download and read online ebook The Holy Spirit, Your Financial Advisor write by Dr. Creflo Dollar. This book was released on 2013-09-17. The Holy Spirit, Your Financial Advisor available in PDF, EPUB and Kindle. Most people are cautious about any advice they receive concerning their finances. But what if that advice were to come from the Holy Spirit, the third person of the Trinity? In The Holy Spirit, Your Financial Advisor, Dr. Creflo Dollar investigates what the Bible has to say about the role of the Holy Spirit in the area of making and keeping money and discovers some surprising truths. In this book, readers will discover that the Holy Spirit will help them . . . Know what God's word says about the person and work of the Holy Spirit Hear and obey the guidance provided by the Holy Spirit Access supernatural power to manage money Apply practical knowledge to take control of finances Tap into the wisdom of total life prosperity Change a poverty mindset Discover God's system of seedtime and harvest Practice true success Practical application questions and activities at the end of each chapter provide the reader with further helpful strategies for obtaining financial freedom.
What Your Financial Advisor Isn't Telling You
What Your Financial Advisor Isn't Telling You - read free eBook in online reader or directly download on the web page. Select files or add your book in reader. Download and read online ebook What Your Financial Advisor Isn't Telling You write by Liz Davidson. This book was released on 2016-01-05. What Your Financial Advisor Isn't Telling You available in PDF, EPUB and Kindle. Protect your money with this “accessible and practical” guide to hiring and working with financial advisors (Publishers Weekly, starred review). Hiring a trained expert to safeguard and grow your wealth seems like a foolproof decision, but it can go awry for many people. You should never blindly trust that your advisor has your best interests at heart—and while there are many benefits to working with a financial pro, there are some things you should know first. Drawing on her insider’s knowledge of how the financial advice profession really works, Liz Davidson shows how to judge whether an advisor is going to help or harm your savings. This no-nonsense guide covers questions such as: How should you decide if you really need an advisor? What financial moves can you make without their help? What important questions should you ask before trusting them with your money? What are the red flags you should run from? What does all their jargon really mean? Learn how to take control of your financial well-being—either with a financial advisor or without one. “This book is mandatory reading for anyone who wants a better understanding of how to manage their money.” —Mary Beth Franklin, InvestmentNews “Valuable tools for managing one’s personal finances for maximum results.” —Publishers Weekly, starred review
How to Choose and Use Advisors
How to Choose and Use Advisors - read free eBook in online reader or directly download on the web page. Select files or add your book in reader. Download and read online ebook How to Choose and Use Advisors write by C. Aronoff. This book was released on 2017-06-30. How to Choose and Use Advisors available in PDF, EPUB and Kindle. In How to Choose and Use Advisors , authors Aronoff and Ward establish benchmarks for excellent advisory services and they show business owners how to benefit from advice ranging from legal and financial to executive search and organizational development.
