Money, Simplified

A straightforward investing guide – packed with visual resources – for everyday investors by an experienced and proven wealth manager

In Money, Simplified, experienced wealth manager and financial, retirement, and tax planner, Peter Mallouk, delivers an easy-to-follow and powerful new guide to long-term investing. Mallouk has created your passport to financial confidence, drawing on his decades of investing and wealth management experience to walk you through the strategies, technologies, and mindsets you need to understand and apply to create a financially secure future for yourself and the people you love.

Money, Simplified clearly identifies the most common – and expensive – investing mistakes made by people at every stage of their investing journeys and shows you exactly how to avoid them. It busts common investing myths, explains some destructive investing biases, and outlines why emotionally driven financial choices are counterproductive (and how to eliminate them).

Inside the book:

• Accessible advice paired with intuitive visual resources, illustrations, and charts to help you understand the book’s simple, powerful strategies
• Specific advice for navigating bear markets without losing your cool and investing in bull markets where good deals become hard to find
• Discussions of how new investing platforms and technologies can boost – or shrink – your portfolio’s returns

Perfect for everyday investors at any stage of life, Money, Simplified is an invaluable strategy guide for everyone doing their best to build a financially prosperous, secure, and rewarding future.

PETER MALLOUK is the President of Creative Planning and its affiliated companies, which provide comprehensive wealth ­management services. He has been featured in Barron’s as one of the “Top 100 Independent Financial Advisors in America” for three consecutive years (2013–2015) and on Worth magazine’s “Power 100” list of the most powerful people in global finance (2017–2018). He’s a New York Times bestselling author and appears regularly on CNBC and Fox Business.