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The Investing Rip-Off
How can you tell whether an advisor is conflicted or looking out
for your best interests?
What questions should you ask when making important investment
decisions?
How can you select investments that avoid needless expenses and
risk?
As investors, many of us have put our faith in the financial
services industry when it comes to the stewardship of our wealth.
Unfortunately, the industry has consistently failed us on this
front.
The financial services industry--including banks,
brokerages, and insurance companies--is unique among all
others. Through effective advertising and marketing, it's been able
to evade being painted with the brush other underperforming
industries have, and in most cases, their well-designed sales pitch
has allowed them to effectively prey on the emotional desires of
investors.
Based on author David Loeper's nearly twenty-five years of
experience with this industry's inner workings, Stop the Investing
Rip-off reveals the real costs of the investments we make, details
the false and misleading information sold to us, and discusses the
devastating effects they can have on personal wealth. With this
book as your guide, you'll gain invaluable insights into the major
segments of the financial services industry, how they spin their
offerings, and the questions you need to ask before committing any
money to a financial product or service you may be interested
in.
Filled with in-depth insights and practical advice, Stop the
Investing Rip-off sheds much-needed light on the often-unseen
aspects of the financial services industry--exposing
what only insiders know--and shows you how to avoid the
conflicts of interest that could compromise your financial
well-being.
Autorentext
David B. Loeper is the founder and CEO of Financeware, Inc. He has appeared on CNBC and Bloomberg TV, served on the Investment Advisory Committee of the $30 billion Virginia Retirement System, and was chairman of the Advisory Council for the Investment Management Consultants Association (IMCA). He earned the CIMA® designation (Certified Investment Management Analyst) from Wharton Business School in 1990 in conjunction with IMCA.
Zusammenfassung
The Investing Rip-Off
How can you tell whether an advisor is conflicted or looking out for your best interests?
What questions should you ask when making important investment decisions?
How can you select investments that avoid needless expenses and risk?
As investors, many of us have put our faith in the financial services industry when it comes to the stewardship of our wealth. Unfortunately, the industry has consistently failed us on this front.
The financial services industry—including banks, brokerages, and insurance companies—is unique among all others. Through effective advertising and marketing, it's been able to evade being painted with the brush other underperforming industries have, and in most cases, their well-designed sales pitch has allowed them to effectively prey on the emotional desires of investors.
Based on author David Loeper's nearly twenty-five years of experience with this industry's inner workings, Stop the Investing Rip-off reveals the real costs of the investments we make, details the false and misleading information sold to us, and discusses the devastating effects they can have on personal wealth. With this book as your guide, you'll gain invaluable insights into the major segments of the financial services industry, how they spin their offerings, and the questions you need to ask before committing any money to a financial product or service you may be interested in.
Filled with in-depth insights and practical advice, Stop the Investing Rip-off sheds much-needed light on the often-unseen aspects of the financial services industry—exposing what only insiders know—and shows you how to avoid the conflicts of interest that could compromise your financial well-being.
Inhalt
Preface.
Acknowledgements.
Chapter 1 Major Brokerages Firms.
Chapter 2 Investment Advisers.
Chapter 3 Hybrids- Advisory Services Provided Through
Brokerages.
Chapter 4 Discount Brokers.
Chapter 5 Financial Planners, Wealth Managers.
Chapter 6 The Financial Press.
Chapter 7 The Broadcast Media.
Chapter 8 Authors, Self Help Books, and Financial
Celebrities.
Chapter 9 Mutual Funds and ETFs.
Chapter 10 Insurance Agents (and Insurance Companies).
Chapter 11 Your Company-Endorsed Retirement Plan Advisor.
Chapter 12 Banks and Trust Companies.
Chapter 13 Software, Web Sites, and Financial Educators.
Chapter 14 Pitches They All Use to Sacrifice Your Life.
Chapter 15 Resources to Protect Yourself.
Conclusion.
Appendix A The Other Millionaire You Make with 2.5 Percent
Excess Fees.
Appendix B: The Other Millionaire You Make with 1.5 Percent
Excess Fees.
About the Author.
Index.