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Stop the Investing Rip-off

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The Investing Rip-OffHow can you tell whether an advisor is conflicted or looking out for your best interests?What questions shoul... Weiterlesen
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Beschreibung

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.

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.

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.

Klappentext

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 industry212;including banks, brokerages, and insurance companies212;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 industry212;exposing what only insiders know212;and shows you how to avoid the conflicts of interest that could compromise your financial well-being.



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 industryincluding banks, brokerages, and insurance companiesis 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 industryexposing what only insiders knowand 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.

Produktinformationen

Titel: Stop the Investing Rip-off
Untertitel: How to Avoid Being a Victim and Make More Money
Autor:
EAN: 9780470483527
ISBN: 978-0-470-48352-7
Digitaler Kopierschutz: Adobe-DRM
Format: E-Book (epub)
Herausgeber: Wiley
Genre: Betriebswirtschaft
Anzahl Seiten: 208
Veröffentlichung: 04.05.2009
Jahr: 2009
Untertitel: Englisch
Dateigrösse: 1.2 MB