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Tailored Wealth Management

Exploring the Cause and Effect of Financial Success
1st ed. 2019. Buch. xv, 191 S.: 10 s/w-Abbildungen, Bibliographien. Hardcover
Palgrave Macmillan ISBN 978-3-319-99779-7
Format (B x L): 15,5 x 23,5 cm
Gewicht: 437 g
In englischer Sprache
The meaning of wealth has become one of the least understood concepts of our time. Whether you desire wealth, have wealth, or wish to redistribute wealth, the roadmaps to success have been painted over by outdated financial models, politically charged rhetoric, and the mistaken belief that at its core wealth is simply a number. Tailored Wealth Management meets you where you are: a new college graduate, a retiring CEO, a journeyman carpenter, or a compassionate philanthropist. The book educates readers with a deeper understanding of their place on the national and global scales of wealth. It proves that the term “wealthy” can apply as fittingly to a gas station attendant as it does to a gas company president. It empowers the reader with the causes and effects that allow wealth to accumulate, to produce income, and to re-shape society through responsible gifting and philanthropy.

As American household wealth has recently crossed through $100 trillion, investors have become polarized between ineffective complexity versus blind “hope” simplicity. The under-funded pensions, retirement accounts, and social safety nets are a result of a failure of the status quo. Life, liberty, and the pursuit of happiness are not only inalienable rights but achievable goals open to the masses rather than the few. Tailored Wealth Management topples the walls that have quarantined families and individuals from becoming wealthy, staying wealthy, or passing the same on to the next generation and our communities.

This book provides solutions for the active, passive, small, and large investor arming the reader with the causes that lead to the effect of success.
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Calculates the after-tax return of the S&P 500 index since inceptionProves, with 20 year rolling portfolios going back to the 1957 inception of the S&P 500 index, that forward looking returns display a level of predictability using data points available to investors at the beginning of each periodCompares index fund investors, high net worth investors, college endowments, and the Forbes 400Written by renown name in wealth management: a top 100 Financial Advisor as cited by Barron's, Portfolio Manager of the Year as cited by Portfolio Management Institute and frequent guest on CNBC