9781119403692 - Wealth Management Unwrapped, Revised and Expanded: Unwrap What You Need to Know and Enjoy the Present von Beyer, Charlotte B. (9 Ergebnisse)

Zustand: very_good. Pages are clean with no markings. May show minor signs of wear or cosmetic defects marks, cuts, bends, or scuffs on the cover, spine, pages, or dust jacket. May have remainder marks on edges.

Paperback. Zustand: Very Good. The book has been read, but is in excellent condition. Pages are intact and not marred by notes or highlighting. The spine remains undamaged.

Zustand: Good. This is an ex-library book and may have the usual library/used-book markings inside.This book has hardback covers. Clean from markings. In good all round condition. No dust jacket. Please note the Image in this listing is a stock photo and may not match the covers of the actual item,450grams, ISBN:9781119403692.

HRD. Zustand: New. New Book. Shipped from UK. Established seller since 2000.

Zustand: New. pp. 208.

Zustand: New. In.

Zustand: New. Num Pages: 208 pages. BIC Classification: KF. Category: (P) Professional & Vocational. Weight in Grams: 666. . 2017. 1st Edition. Hardcover. . . . . Books ship from the US and Ireland.

Zustand: New. CHARLOTTE B. BEYER is founder of the Institute for Private Investors (IPI) and co-creator of the first Private Wealth Management curriculum for investors at The Wharton School of the University of Pennsylvania. An Aresty Fellow at Wharton, Beyer is also the.

Buch. Zustand: Neu. Neuware - You are the CEO of My Wealth, Inc. -- so Take Charge!Wealth Management Unwrapped provides you with the tools and tips you need to take back control and more effectively manage your money. 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. The companion website includes new interactive diagnostics to help you get started, assess your progress and then see how you compare to others who face similar challenges.By stripping away industry tech-speak and the all-too-common self-promotion, you will:\* Understand the difference between advisor and money manager\* Learn the best questions to ask when interviewing an advisor\* Dissect fee disclosure statements and conflicts of interest\* Find out if you might be a do-it-yourself investor and learn why that might make sense for your personalityThe 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. 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. 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.