Wealth Management 101
Title | Wealth Management 101 PDF eBook |
Author | Nikhil Kamath |
Publisher | IndraStra Papers |
Pages | 70 |
Release | 2020-08-12 |
Genre | Business & Economics |
ISBN |
Money. ‘Coined liberty’ as Dostoevsky put it. ‘Incarnate desire’ as James Buchanan put it. Also one of the most fundamental misunderstandings in basic economics. We spend our whole lives being managed by money. We spend a great deal talking about it, worrying about it, often struggling to collect enough to meet our immediate needs. If we are one of the lucky ones to have a lot of money, we use it to buy our dream car, dream house, or set out on that dream vacation. Money is also considered to be a ‘tool of power’. It can be used to fund a good cause or even a war. Some are willing to break laws, destroy families, wage battles, or even get married in exchange for it. Some go beyond their measure to empower themselves with individual creativity and drive good for others around them. Feed a hungry soul seeking food. Enlighten a hungry mind seeking knowledge. Is money good or bad? Or do we have it all wrong?
Investing 101
Title | Investing 101 PDF eBook |
Author | Michele Cagan |
Publisher | Simon and Schuster |
Pages | 256 |
Release | 2016 |
Genre | Business & Economics |
ISBN | 1440595135 |
"Contains material adapted from The everything investing book, 3rd edition"--Title page verso.
Personal Finance for Beginners & Dummies
Title | Personal Finance for Beginners & Dummies PDF eBook |
Author | Giovanni Rigters |
Publisher | Giovanni Rigters |
Pages | 32 |
Release | |
Genre | Business & Economics |
ISBN | 046304181X |
Personal Finance for beginners. Your personal finance is your number one money priority in your life to get rich. Making small changes can lead to big financial outcomes, even to becoming a millionaire. We will explore 50 different personal finance tips that will not only boost your income, but will also make you more financially savvy, confident and prepared. Start now and change your financial future. I will be sharing with you things that pertain to how you can save money. Why am I doing this? Why is it so important that you know how to save money? Why can’t we just spend all the money and income that we make from our hard work and not think about tomorrow? Before we get to solutions, I want you to know that the financial world is a volatile one, as such, anyone who wants to survive the volatility that comes with it must be armed with the right mindset, steps and tips. You will discover the secrets to maintaining financial health which will also benefit you in other areas of life.
Wealth Management
Title | Wealth Management PDF eBook |
Author | S. Timothy Kochis |
Publisher | CCH |
Pages | 400 |
Release | 2006-10 |
Genre | Business & Economics |
ISBN | 9780808089490 |
The Little Book That Builds Wealth
Title | The Little Book That Builds Wealth PDF eBook |
Author | Pat Dorsey |
Publisher | John Wiley & Sons |
Pages | 234 |
Release | 2010-12-28 |
Genre | Business & Economics |
ISBN | 1118045394 |
Dieser praktische Leitfaden macht Anleger mit dem Economic Moat Konzept vertraut, der "Zauberformel" des Morningstar, mit der sich erstklassige Investmentchancen aufspüren lassen. Das Konzept ist keineswegs neu: Es wurde zunächst durch Benjamin Graham und Warren Buffett populär, wurde dann aber lange vernachlässigt. "The Little Book that Builds Wealth" erklärt ganz genau, wie man den Economic Moat, d.h. die Wettbewerbsbarriere bzw. den Wettbewerbsvorteil (wie z.B. geringe Produktionskosten, ausgebautes Vertriebsnetz, gutes Markenimage etc.) ermittelt, durch den sich ein Unternehmen deutlich von Konkurrenzunternehmen abgrenzt. Dabei geht es aber weder um reines Value Investing, noch um reines Growth Investing, sondern vielmehr darum, erstklassige Nischen-Wachstumswerte zu einem attraktiven Kurs zu kaufen. Das Buch demonstriert anschaulich Schritt für Schritt, was einen Economic Moat ausmacht, wie man ihn ermittelt, wie man verschiedene Moats gegeneinander abwägt, und wie man auf der Basis dieser Daten am besten eine Investmententscheidung trifft. Mit begleitender Website. Sie wird vom Morningstar betrieben und enthält eine Reihe von Tools und Features, mit deren Hilfe der Leser das Gelernte in der Praxis testen kann. Autor Pat Dorsey ist ein renommierter Finanzexperte. Er ist Chef der Morningstar Equity Research und Kolumnist bei Morningstar.com. Ein neuer Band aus der beliebten 'Little Book'-Reihe.
Family Wealth Management
Title | Family Wealth Management PDF eBook |
Author | Mark Haynes Daniell |
Publisher | John Wiley & Sons |
Pages | 480 |
Release | 2013-08-05 |
Genre | Business & Economics |
ISBN | 0470829087 |
Introducing a fresh perspective on wealth management, with proven solutions to the challenges of preserving wealth and investing well in turbulent times Family Wealth Management is coauthored by two experts in the field of private wealth - one, a former director of Bain & Company and the chairman of two of the world's largest family trusts, and the other, a CEO of a leading global family office and professor of finance from University of Toronto. The book introduces you to a unique model of wealth management that produces the desired return outcomes while being consistent with a family's overarching goals and values. The approach combines the best traditional investment and portfolio management practices with innovative new approaches designed to successfully navigate through economic climates both fair and foul. While the authors address the critical "hard" issues of asset management, they also emphasize important "soft" issues of working with families to ensure that actions are congruent with objectives, in alignment with family governance principles and designed to help sustain and grow family wealth over multiple generations. The authors provide clear guidance on how to master each component. How to establish clear family vision, values, and goals as a critical foundation to a sound wealth management strategy How to establish a practical, integrated investment framework that will ensure a consistent, disciplined approach in all environments How to set a long-term family wealth strategy and define an asset allocation model that will produce the desired results How to draft an annual investment policy statement and refine the investment tactics based on capital markets trends and changes in the family’s circumstance How to effectively monitor performance and respond to the need for change How to carefully select and manage an ecosystem of experienced, trusted financial advisors who will provide critical guidance through challenging period ahead How to successfully engage and educate the family to preserve and enhance the family’s financial wealth and human capital over the generations
Wealth Management Made Simple: Seven Simple But Not Easy Lesson on Your Investments and Your Wealth
Title | Wealth Management Made Simple: Seven Simple But Not Easy Lesson on Your Investments and Your Wealth PDF eBook |
Author | Jason M. O'Dell MS Cwm |
Publisher | Guardian Publishing |
Pages | 210 |
Release | 2017-06-06 |
Genre | Business & Economics |
ISBN | 9780996556910 |
Seven Simple -- But Not Easy -- Lessons on Your Investments and Your Wealth