Wise Money: Using the Endowment Investment Approach to Minimize Volatility and Increase Control (BUSINESS BOOKS) - Hardcover

Über die Autorin bzw. den Autor

Daniel Wildermuth is the founder and CEO of the investment brokerage firm Kalos Capital, Inc. and the money management firm Kalos Management, Inc. Author of How to Keep and Grow Your Retirement Assets, he has been profiled on CNBC and BRAVO and in Forbes magazine for his expertise in advanced portfolio strategies for individual investors.

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Over the last decade, the average person who invested in stocks and bonds has seen his or her assets flatline. During the same time, in the same market conditions, theworlds wealthiest and most successful universityendowments enjoyed average growth of about 10 percent per yearincluding all fees.

In Wise Money, personal investing specialistDaniel Wildermuth shows you how easy it is to apply the sophisticated design and principles of the endowment strategy to your portfolio.

Whether you're a finance professional who wants to better serve your clients or an individual investor seeking to take control of your financial future, Wise Money walks you through the process of creating a portfolio that satisfies your current income needs andoffers long-term return potential much greater than traditional portfolio strategies that use only U.S. stocks and bonds. Best of all, the endowment strategy doesn't rely on a particular skill set, privileged access, or even investing experience. Results derive directly from youroriginal investment choices, and Wise Money breaks down your options into thorough, direct explanations. It then illustrates how to customize the strategy to a variety of individualized investor situations.

Wise Money is your road map to investing with the smart money by:

• Choosing asset classes with high average performance over time and a high probability of giving strong returns in different ways at different times
• Lowering volatility through a broad diversification of assets with lower correlation with each other
• Including less traditional asset classes to help enhance performance potential and lessen portfolio risk

Wildermuth has educated and inspired a farreachingaudience with his engaging, informative style and revealingly colorful stories, and now he opens the door for you.