This work divulges the investing secrets and insights of various top financial planners. It offers advice for active investors and gives information for specific investing strategies including: investing in stocks, mutual funds or overseas; how to diversify effectively; and trading. The authors show how to duplicate the wealth-making success of these top advisors. Interviews with these professionals reveal a blueprint for planning, accumulating, and protecting wealth.
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These top financial planners have helped thousands achieve financial securitynow let them show you how to do it yourself!
Most "beat-the-market" investment books are written by trading gurus who work in the shadows, answering to nobody but him or herself. Secrets of the Wealth Makers turns the tables, asking today's top financial planners in no-nonsense, probing interviewsdetails on how they have built wealth for demanding clients, then helped them protect that wealth for the long run.
Filled with interviews from a diverse cross-section of money management expertsfrom Lynn Hopewell and John Bowen Jr. to Harold Evensky and Len ReinhartSecrets of the Wealth Makers provides concise, useful insights and techniques including:Fundamentals of financial planning Understanding investment risk and investor risk Tactical versus strategic asset allocation Qualified plans Tax-managed mutual funds and other securities Annuities Municipal bond funds versus individual securities Spiders, diamonds, and other index securities Life insurance trusts Shielding assets from creditors Charitable remainder trusts and other estate planning tools and techniques
Designed to help individual investors plan for, accumulate, and protect wealth, but equally valuable to investment advisors, attorneys, CPAs, and other financial professionals, Secrets of the Wealth Makers showcases the proven wealth-building tactics of the best and brightest financial advisors in the country. It will change the way you view investment advisorsand produce dividends for the remainder of your investment life.
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