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The Resource DIY financial advisor : a simple solution to build and protect your wealth, Wesley R. Gray, PhD, Jack R. Vogel, PhD, and David P. Foulke

DIY financial advisor : a simple solution to build and protect your wealth, Wesley R. Gray, PhD, Jack R. Vogel, PhD, and David P. Foulke

Label
DIY financial advisor : a simple solution to build and protect your wealth
Title
DIY financial advisor
Title remainder
a simple solution to build and protect your wealth
Statement of responsibility
Wesley R. Gray, PhD, Jack R. Vogel, PhD, and David P. Foulke
Creator
Contributor
Subject
Genre
Language
eng
Summary
DIY Financial Advisor: A Simple Solution to Build and Protect Your WealthDIY Financial Advisor is a synopsis of our research findings developed while serving as a consultant and asset manager for family offices. By way of background, a family office is a company, or group of people, who manage the wealth a family has gained over generations. The term 'family office' has an element of cachet, and even mystique, because it is usually associated with the mega-wealthy. However, practically speaking, virtually any family that manages its investments-independent of the size of the investment pool-could be considered a family office. The difference is mainly semantic. DIY Financial Advisor outlines a step-by-step process through which investors can take control of their hard-earned wealth and manage their own family office. Our research indicates that what matters in investing are minimizing psychology traps and managing fees and taxes. These simple concepts apply to all families, not just the ultra-wealthy. But can-or should-we be managing our own wealth' Our natural inclination is to succumb to the challenge of portfolio management and let an 'expert' deal with the problem. For a variety of reasons we discuss in this book, we should resist the gut reaction to hire experts. We suggest that investors maintain direct control, or at least a thorough understanding, of how their hard-earned wealth is managed. Our book is meant to be an educational journey that slowly builds confidence in one's own ability to manage a portfolio. We end our book with a potential solution that could be applicable to a wide-variety of investors, from the ultra-high net worth to middle class individuals, all of whom are focused on similar goals of preserving and growing their capital over time. DIY Financial Advisor is a unique resource. This book is the only comprehensive guide to implementing simple quantitative models that can beat the experts. And it comes at the perfect time, as the investment industry is undergoing a significant shift due in part to the use of automated investment strategies that do not require a financial advisor's involvement. DIY Financial Advisor is an essential text that guides you in making your money work for you-not for someone else!
Member of
Cataloging source
DLC
http://library.link/vocab/creatorName
Gray, Wesley R
Dewey number
332.024
Index
index present
LC call number
HG4529.5
Literary form
non fiction
Nature of contents
dictionaries
http://library.link/vocab/relatedWorkOrContributorDate
  • 1983-
  • 1966-
http://library.link/vocab/relatedWorkOrContributorName
  • Vogel, Jack R.
  • Foulke, David P.
Series statement
Wiley finance series
http://library.link/vocab/subjectName
  • Portfolio management
  • Families
  • Wealth
  • Investment advisors
  • BUSINESS & ECONOMICS / Finance
  • Families
  • Investment advisors
  • Portfolio management
Label
DIY financial advisor : a simple solution to build and protect your wealth, Wesley R. Gray, PhD, Jack R. Vogel, PhD, and David P. Foulke
Instantiates
Publication
Note
Includes index
Bibliography note
Includes bibliographical references and index
Carrier category
online resource
Carrier MARC source
rdacarrier
Content category
text
Content type MARC source
rdacontent
Control code
907811654
Extent
1 online resource.
Form of item
online
Isbn
9781119124900
Isbn Type
(epub)
Lccn
2015015966
Media category
computer
Media MARC source
rdamedia
http://library.link/vocab/ext/overdrive/overdriveId
  • 822798
  • d3baaaca-34b4-41ae-bee4-e403ec4f1c61
Specific material designation
remote
System control number
(OCoLC)907811654
Label
DIY financial advisor : a simple solution to build and protect your wealth, Wesley R. Gray, PhD, Jack R. Vogel, PhD, and David P. Foulke
Publication
Note
Includes index
Bibliography note
Includes bibliographical references and index
Carrier category
online resource
Carrier MARC source
rdacarrier
Content category
text
Content type MARC source
rdacontent
Control code
907811654
Extent
1 online resource.
Form of item
online
Isbn
9781119124900
Isbn Type
(epub)
Lccn
2015015966
Media category
computer
Media MARC source
rdamedia
http://library.link/vocab/ext/overdrive/overdriveId
  • 822798
  • d3baaaca-34b4-41ae-bee4-e403ec4f1c61
Specific material designation
remote
System control number
(OCoLC)907811654

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