{"product_id":"wealth-management-paperback","title":"Wealth Management - Paperback","description":"\u003cp\u003eby \u003cb\u003eErik Lie\u003c\/b\u003e (Author)\u003c\/p\u003e\u003cp\u003e\u003c\/p\u003e\u003cp\u003e\u003cb\u003eThis book empowers individuals with \u003ci\u003epractical knowledge to manage their financial wealth from their first job until retirement and beyond.\u003c\/i\u003e\u003c\/b\u003e\u003c\/p\u003e\u003cp\u003eThe first main theme is \u003cb\u003einvestments\u003c\/b\u003e and covers security types, investment strategies, and asset allocations for individual investors. The foundation for this theme is the magical behavior of investment returns across securities and time, and the concept of market efficiency.\u003c\/p\u003e\u003cp\u003eNext, the author details \u003cb\u003etax minimization\u003c\/b\u003e, beginning with an understanding of how taxes deplete investment value. He then illuminates various tax loopholes and strategies that individuals can exploit, including: \u003c\/p\u003e\u003cp\u003e\u003c\/p\u003e\u003cul\u003e\n\u003cli\u003ethe use of tax-favored investment accounts, \u003c\/li\u003e\n\u003cli\u003eopportunistic trading, \u003c\/li\u003e\n\u003cli\u003epicking ETFs over mutual funds, \u003c\/li\u003e\n\u003cli\u003egifting to bypass estate taxes.\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003eLie also covers the many \u003cb\u003epitfalls\u003c\/b\u003e in the world of wealth management. Several stem from investors' ignorance or irrational behavior, while others are concocted by financial institutions to fleece individual investors. Either way, the readers learn to avoid them.\u003c\/p\u003e\u003cp\u003eOther topics also discussed include: \u003c\/p\u003e\u003cp\u003e\u003c\/p\u003e\u003cul\u003e\n\u003cli\u003eWhat types of insurance should individuals purchase?\u003c\/li\u003e\n\u003cli\u003eWhen should a mortgage be refinanced?\u003c\/li\u003e\n\u003cli\u003eAnd how can individuals avoid costly probate court for the estate?\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003eThis book is useful for university courses on wealth management and for \u003ci\u003eall individuals who want to secure their financial future\u003c\/i\u003e. \u003cb\u003eThis includes you.\u003c\/b\u003e\u003c\/p\u003e\u003cdiv\u003e\n\u003cstrong\u003eNumber of Pages:\u003c\/strong\u003e 212\u003c\/div\u003e\u003cdiv\u003e\n\u003cstrong\u003eDimensions:\u003c\/strong\u003e 0.45 x 9 x 6 IN\u003c\/div\u003e\u003cdiv\u003e\n\u003cstrong\u003ePublication Date:\u003c\/strong\u003e November 08, 2023\u003c\/div\u003e","brand":"Books by splitShops","offers":[{"title":"Default Title","offer_id":42704793927743,"sku":"9781637425220","price":37.78,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0105\/8226\/1823\/files\/6d24e30fc468a2df4e200f058a0c57fa.webp?v=1765034550","url":"https:\/\/dhl-adrianne.myshopify.com\/products\/wealth-management-paperback","provider":"BBB","version":"1.0","type":"link"}