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Wealth Management Unwrapped, Revised and Expanded: Unwrap What You Need to Know and Enjoy the Present
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About Wealth Management Unwrapped, Revised And
You are the CEO of My Wealth, Inc. -- so Take Charge! This book is a timeless classic - from choosing an advisor to fulfilling your responsibilities as CEO of My Wealth, Inc., here is practical guidance. You will be a far smarter investor, NOT by learning the jargon but by insisting on clearer communications from your advisor. Wall Street veteran Charlotte Beyer takes you on a tour of the wealth management industry, guiding you through the complexities with straightforward, no-nonsense expertise. By stripping away industry jargon 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 whether you should be a do-it-yourself investor and learn if that might makes better sense for your personality (or not!) The wealth management industry has undergone massive change over the past 25 years. New products spring up, and marketing hype leaves you with precious little practical information. Wealth Management Unwrapped is like a powerful GPS, offering you a much clearer view of how to fully realize the dreams and goals your wealth now affords you.
