Wealth Management Made Simple: Seven Simple But Not Easy Lesson on Your Investments and Your Wealth

Seven Simple -- But Not Easy -- Lessons on Your Investments and Your Wealth A recent American Psychological Association survey found that money is the leading cause of stress among Americans. Why are we all so stressed out about money? Because most of us are afraid that we will run out. No matter how much you have—it is a basic fear that you may lose it. We wrote this book to be a resource that provides answers for the most common questions that we have heard from working with over 1,000 clients at our firm. These are the questions you must ask yourself and your advisors—to ensure you are on the right path.This book makes no guarantees. We do not have a secret strategy or magic algorithm. We do not offer get-rich-quick lessons or an easy path to financial freedom. If you pick only one piece of advice to take with you from reading this book, it is: do not trust anyone who offers easy, get-rich-quick ideas. What we offer is a time-tested approach that will help you reach your goals and enable you to retire on your terms. Long-term wealth management will test your resolve. It is simple—but not easy. Building wealth requires discipline, patience and education. This book is the perfect place to start. There is no one solution, or single strategy every person could or should implement to ensure financial success. There is no one-size-fits-all approach. The secret is…there is no secret. Wealth management takes work, and we do this work every day.Table of Contents: INTRODUCTION: Everyone Starts Somewhere PART I: Investing 101 LESSON ONE: Learn Investment Terminology LESSON TWO: Keep Market History in Perspective PART II: How Do I Find the Right Advisor (or Do I Even Need an Advisor)? LESSON THREE: Understand Your Options for Wealth Management Advice LESSON FOUR: Ask Your Advisor These Questions—and Properly Evaluate Them PART III: WEALTH MANAGEMENT STRATEGY AND PLANNING LESSON FIVE: Manage Your Wealth Strategically LESSON SIX: Adopt a Winning Mindset and Avoid the Most Common Mistakes LESSON SEVEN: Build and Maintain a Path—Planning for Success