Wealth Management Unwrapped

Named one of the top 10 business books of 2014 by wealthmanagement.com The FIRST book to read before you hire - or fire - your advisor, Wealth Management Unwrapped is a comprehensive guide for both the newly wealthy and the experienced investor. In her new book, Wall Street veteran and Institute for Private Investors (IPI) founder Charlotte Beyer sheds light on the complex wealth management industry, outlines the responsibility that all investors have as 'CEOs' of their own wealth, and equips them with the tools to effectively manage their money. "Short. Candid. Fun and easy reading. Full of good advice and useful insights." -Charles D. Ellis, author Winning the Loser's Game "Beyer's advice is occasionally blunt-and consistently useful. You will improve your chances of success if you find an advisor who provides the brand of well-informed straight talk that characterizes this book." -Martin Fridson, Barron's "A masterpiece that every investor should read and own." -Lloyd Hascoe, Hascoe Associates Wealth Management Unwrapped is the accumulation of Beyer's extensive knowledge and experience observing high-net-worth investors and family offices. She strips away industry jargon, and empowers readers to find and build partnerships with the right financial advisors. Many of the questions Wealth Management Unwrapped will answer: • What kind of investor am I? • What is the difference between an advisor and a money manager? • How do I know whom to trust? • Why should I care about conflicts of interest? • How do I know if I might not prefer being a do-it yourself investor? • What are the best questions to ask when interviewing an advisor? • How do I know if I can trust the firm's disclosure on fees?

Business & Money

Beyer, Charlotte B.

Finance

RosettaBooks, LLC

PLEASE NOTE The Revised &amp; Expanded 2nd edition of this book is now available, updates information and adds four new chapters, including Women with Wallets, Aging - Grave Concerns, Born Rich - A Curse or a Blessing, and I'm a Robot and I'm here to help.

You are the CEO of My Wealth, Inc. -- so Take Charge! In two or three hours of reading made easier thanks to the bold, often amusing illustrations, you will be a far smarter investor, not by learning the jargon but by applying common sense and insisting on clearer communications from your advisor. You and your advisor can create an even stronger and long lasting partnership by reading this book together. Wall Street veteran Charlotte Beyer conducts a tour of the wealth management industry, guiding you through the complexities and jargon with straightforward, no-nonsense expertise. From choosing an advisor and understanding the fine print, to fulfilling your responsibilities as CEO of My Wealth, Inc. this book offers all-in-one guidance for anyone ready to take charge of their finances. This revised and expanded version has been updated with NEW information, for women investors who seek the best advisor, older investors who confront investment choices, and a discussion on both robo-advisors and the impact of your wealth on your children. By stripping away industry tech-speak and the all-too-common self-promotion, you will: <ul>
<li>Understand the difference between advisor and money manager</li>
<li>Learn the best questions to ask when interviewing an advisor</li>
<li>Dissect fee disclosure statements and conflicts of interest</li>
<li>Find out if you might be a do-it-yourself investor and learn why that might make sense for your personality</li>
</ul>The wealth management industry has undergone massive change over the past 25 years. New services or products spring up, yet impenetrable language and marketing hype leave you with precious little practical information. Wealth Management Unwrapped is like a powerful GPS, whether you're a novice or sophisticated investor, offering you a much clearer view of how to fully realize the dreams and goals your wealth now affords you.

Wealth Management Unwrapped, Revised and Expanded: Unwrap What You Need to Know and Enjoy the Present

wiley

See the best price to sell, buy, or rent books by Beyer, Charlotte B.. BookScouter helps to compare book prices from 25+ online bookstores and 30+ buyback vendors with a single search.

Books by Beyer, Charlotte B.

See the best price to sell, buy, or rent books by Beyer, Charlotte B.. BookScouter helps to compare book prices from 25+ online bookstores and 30+ buyback vendors with a single search.

Wealth Management Unwrapped

Wealth Management Unwrapped

Wealth Management Unwrapped, Revised and Expanded: Unwrap What You Need to Know and Enjoy the Present