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Get Wise to Your Advisor
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Get Wise to Your Advisor

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Get Wise to Your Advisor
Steven D. Lockshin


How to Reach Your Investment Goals Without Getting Ripped Off
The financial services world is changing. Technology is enablingan automated approach to investing that should bring down the costof commodity services. No longer do you have to fund thelifestyle of a broker or advisor to have him tell you how todiversify or where to find the next investment that cannot bemissed. This book will provide the tools for calculators thattell you most of what you need to know; from how much insurance youneed to have to how you should diversify. The book will helpreaders 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 forglobalization
* Deploy the asset mix through low cost, tax-efficientstrategies
* Look at it once per year
This book will provide a better understanding of your investmentdecisions. But, we all cannot be do-it-yourselfers. Advisors serveas an important resource for consumers when they are both capableand understand their duty to serve you, the customer, first. To complement their moral station, they must have the skills todeliver appropriate advice. The book, much like the companySteve founded, will simplify standards for consumers and auditadvisors to those standards.
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  • Editie:PDF met Adobe DRM  Meer informatie
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  • ISBN: 9781118700693
  • Auteur: Steven D. Lockshin
  • Uitgave: John Wiley & Sons
  • Jaar van uitgave: 2013
  • Taal: Engels
  • Bladzijden: 272
  • Artikelnummer: 57664248
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