The taxable investor's manifesto wealth management strategies to last a lifetime
The Taxable Investor's Manifesto guides readers through a series of related topics, bringing clarity to complexity with an economy of words, while providing valuable and actionable advice at every turn. This remarkable book combines the deep industry knowledge of a seasoned practitioner with th...
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| Formato: | Libro electrónico |
| Idioma: | Inglés |
| Publicado: |
Hoboken, NJ :
John Wiley & Sons, Inc
[2020]
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| Materias: | |
| Ver en Biblioteca Universitat Ramon Llull: | https://discovery.url.edu/permalink/34CSUC_URL/1im36ta/alma991009630827206719 |
Tabla de Contenidos:
- Taxable investors need to think differently
- Diversify at the right time and in the right way
- Generate value from that magical liability: deferred tax
- If you want wealth to grow, own stocks
- Lengthen time horizon to lower risk and enhance returns
- Control cash flow to perpetuate purchasing power
- Don't be misled by performance
- Get value from active management
- Approach alternative investments with skill and skepticism, or not at all
- Plan your estate: it adds more value than investing
- Shift from success to significance
- Reinforce positive family culture through financial design
- Evaluate the risks to this approach
- Select an advisor with strong investment skills, an interdisciplinary approach, and a fiduciary mindset.
