Douglas Stone, "Navigate the Investment Jungle: Seven Common Financial Traps and How to Sidestep Them"
English | ISBN: 154450831X | 2020 | 126 pages | EPUB | 2 MB
Are you confident you're getting the best possible financial advice? You might have a few advisors, a CPA, and an estate attorney, all of whom you like, but you don't talk that often or feel an emotional connection with any of them. They've never drilled down to ask about what matters to you: your goals, values, relationships, or charitable interests.Too many advisors today focus on products, not people, and are more concerned with allocating capital than allocating risk. They build portfolios on faulty assumptions that lead to bad decisions and unnecessary market exposure.To protect what you've built, you need a better approach to wealth management.