E-Books →DIY Financial Advisor - A Simple Solution to Build and Protect Your Wealth
Published by: Emperor2011 on 25-01-2022, 12:18 | 0
DIY Financial AdvisoA Simple Solution to Build and Protect Your Wealth | 2.83 MB
English | 178 Pages
Title: DIY Financial Advisor
Author: Wesley R. Gray, Jack R. Vogel, David P. Foulke
Year: 2015
Description:
DIY Financial Advisor: A Simple Solution to Build and Protect Your Wealth
DIY 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...
DOWNLOAD:
https://uploadgig.com/file/download/Ee84Ea95650eA204/DIY_Financial_Advisor_-_A_Simple_Solution_to_Build_and_Protect_Your_Wealth.rar
DIY Financial Advisor: A Simple Solution to Build and Protect Your Wealth
DIY 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...
DOWNLOAD:
https://uploadgig.com/file/download/Ee84Ea95650eA204/DIY_Financial_Advisor_-_A_Simple_Solution_to_Build_and_Protect_Your_Wealth.rar
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