Wealth Management (ePub)

Name: Wealth Management
Brand: Business Expert Press
SKU: 149524046
Price: 19.60 EUR
Availability: OnlineOnly

(Sprache: Englisch)

Autor: Erik Lie

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This book empowers individuals with practical knowledge to manage their financial wealth from their first job until retirement and beyond.

The first main theme is investments and covers security types, investment strategies, and asset...

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This book empowers individuals with practical knowledge to manage their financial wealth from their first job until retirement and beyond.

The first main theme is investments and covers security types, investment strategies, and asset allocations for individual investors. The foundation for this theme is the magical behavior of investment returns across securities and time, and the concept of market efficiency.

Next, the author details tax minimization, beginning with an understanding of how taxes deplete investment value. He then illuminates various tax loopholes and strategies that individuals can exploit, including:

the use of tax-favored investment accounts,
opportunistic trading,
picking ETFs over mutual funds,
gifting to bypass estate taxes.

Lie also covers the many pitfalls in the world of wealth management. Several stem from investors' ignorance or irrational behavior, while others are concocted by financial institutions to fleece individual investors. Either way, the readers learn to avoid them.

Other topics also discussed include:

What types of insurance should individuals purchase?
When should a mortgage be refinanced?
And how can individuals avoid costly probate court for the estate?

This book is useful for university courses on wealth management and for all individuals who want to secure their financial future. This includes you.

Autoren-Porträt von Erik Lie

Erik Lie is the Amelia Tippie Chair in Finance at the University of Iowa. He has published widely in top academic journals and has been recognized by Time magazine as one of the 100 most influential people in the world. In recent years, he has developed and taught courses on wealth management and served as an expert witness in lawsuits related to financial advising.

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Bibliographische Angaben

Autor: Erik Lie
2023, 212 Seiten, Englisch
Verlag: Business Expert Press
ISBN-10: 1637425236
ISBN-13: 9781637425237
Erscheinungsdatum: 08.11.2023

Abhängig von Bildschirmgröße und eingestellter Schriftgröße kann die Seitenzahl auf Ihrem Lesegerät variieren.

eBook Informationen

Dateiformat: ePub
Größe: 6.45 MB
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Sprache:

Englisch

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