{"product_id":"wealth-management-unwrapped-revised-and-expanded-unwrap-what-you-need-to-know-and-enjoy-the-present-hardback-9781119403692","title":"Wealth Management Unwrapped, Revised and Expanded; Unwrap What You Need to Know and Enjoy the Present (Hardback) 9781119403692","description":"\u003cfont face=\"Georgia\"\u003e\r\n\u003cp\u003e\u003cfont size=\"6\"\u003eWealth Management Unwrapped, Revised and Expanded\u003c\/font\u003e\u003cbr\u003e\r\n\u003cfont size=\"5\"\u003eUnwrap What You Need to Know and Enjoy the Present\u003c\/font\u003e\u003c\/p\u003e\r\n\r\n\r\n\r\n\r\n\u003cp\u003e\u003cfont size=\"4\"\u003eCharlotte B. Beyer (Author)\u003c\/font\u003e\u003c\/p\u003e\r\n\r\n\u003cp\u003e\u003cfont size=\"3\"\u003e9781119403692, Wiley\u003c\/font\u003e\u003c\/p\u003e\r\n\r\n\u003cp\u003e\u003cfont size=\"3\"\u003eHardback, published 10 October 2017\u003c\/font\u003e\u003c\/p\u003e\r\n\r\n\u003cp\u003e\u003cfont size=\"3\"\u003e208 pages\u003cbr\u003e23.1 x 15.2 x 2.8 cm, 0.386 kg\u003c\/font\u003e\u003c\/p\u003e\r\n\r\n\r\n\r\n\r\n\r\n\u003cp align=\"justify\"\u003e\u003cstrong\u003e\u003cfont size=\"3\"\u003e\u003cb\u003eYou are the CEO of My Wealth, Inc. — so Take Charge!\u003c\/b\u003e \u003cp\u003e\u003ci\u003eWealth Management Unwrapped\u003c\/i\u003e 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.\u003c\/p\u003e \u003cp\u003eBy stripping away industry tech-speak and the all-too-common self-promotion, you will:\u003c\/p\u003e \u003cul\u003e \u003cli\u003eUnderstand the difference between advisor and money manager\u003c\/li\u003e \u003cli\u003eLearn the best questions to ask when interviewing an advisor\u003c\/li\u003e \u003cli\u003eDissect fee disclosure statements and conflicts of interest\u003c\/li\u003e \u003cli\u003eFind out if you might be a do-it-yourself investor and learn why that might make sense for your personality\u003c\/li\u003e \u003c\/ul\u003e \u003cp\u003eThe 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. \u003ci\u003eWealth Management Unwrapped\u003c\/i\u003e 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.\u003c\/p\u003e\u003c\/font\u003e\u003c\/strong\u003e\u003c\/p\u003e\r\n\r\n\u003cp\u003e\u003cfont size=\"3\"\u003e\u003cp\u003eForeword xiii\u003c\/p\u003e \u003cp\u003eIntroduction xv\u003c\/p\u003e \u003cp\u003eAcknowledgments xvii\u003c\/p\u003e \u003cp\u003eAbout the Author xix\u003c\/p\u003e \u003cp\u003ePrologue xxi\u003c\/p\u003e \u003cp\u003eChapter 1: Who’s in Charge of My Wealth, Inc.? 1\u003c\/p\u003e \u003cp\u003eChapter 2: My Money, Myself 9\u003c\/p\u003e \u003cp\u003eChapter 3: Are You a Do-It-Yourselfer? 17\u003c\/p\u003e \u003cp\u003eChapter 4: If You Don’t Know Where You’re Going, Any Investment Will Get You There 27\u003c\/p\u003e \u003cp\u003eChapter 5: If You Don’t Know Who the Sucker Is at the Table, It Might Be You! 37\u003c\/p\u003e \u003cp\u003eChapter 6: Resist the Razzle Dazzle: How to Judge the Beauty Contest 45\u003c\/p\u003e \u003cp\u003eChapter 7: Transparency, or How I Learned to Love Conflicts of Interest 53\u003c\/p\u003e \u003cp\u003eChapter 8: Courtship Is Usually More Fun Than Marriage 63\u003c\/p\u003e \u003cp\u003eChapter 9: Can This Marriage Be Saved? When to Fire Your Advisor 73\u003c\/p\u003e \u003cp\u003eChapter 10: Aging—Grave Concerns 83\u003c\/p\u003e \u003cp\u003eChapter 11: Born Rich—A Curse or a Blessing? 93\u003c\/p\u003e \u003cp\u003eChapter 12: I’m a Robot, and I’m Here to Help 105\u003c\/p\u003e \u003cp\u003eChapter 13: Women with Wallets 117\u003c\/p\u003e \u003cp\u003eChapter 14: The 10 Principles of Principal 131\u003c\/p\u003e \u003cp\u003eAppendix 135\u003c\/p\u003e \u003cp\u003eEndnotes 149\u003c\/p\u003e \u003cp\u003eIndex 169\u003c\/p\u003e\u003c\/font\u003e\u003c\/p\u003e\r\n\r\n\u003cp\u003e\u003cfont size=\"3\"\u003eSubject Areas: Finance \u0026amp; accounting [\u003ca title=\"See our other books on Finance \u0026amp; accounting\" href=\"https:\/\/freshlyprintedbooks.co.uk\/search?q=%22Finance%20\u0026amp;%20accounting%20%5BKF%5D%22\"\u003eKF\u003c\/a\u003e]\u003c\/font\u003e\u003c\/p\u003e\r\n\r\n\r\n\u003c\/font\u003e","brand":"Wiley","offers":[{"title":"Brand New","offer_id":52173727465752,"sku":"9781119403692","price":21.99,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0730\/2037\/5320\/files\/9781119403692.jpg?v=1781168494","url":"https:\/\/freshlyprintedbooks.co.uk\/products\/wealth-management-unwrapped-revised-and-expanded-unwrap-what-you-need-to-know-and-enjoy-the-present-hardback-9781119403692","provider":"Freshly Printed Books","version":"1.0","type":"link"}