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Affluent Investor

Author: Phil DeMuth

Publisher: Barrons Educational Series

Published: 2013-04-01

Total Pages: 0

ISBN-13: 9780764165641

Newcomers to financial investment can find dozens of advice books written especially for them, but this brand-new title is a book with a difference. It speaks directly to you—if you’re an investor with a portfolio worth $100,000 or more. The well-known investment advisor and bestselling author Phil DeMuth addresses the bread-and-butter issues facing that underserved segment of the equities investment community. He will tell you— How to custom tailor your asset allocation to your personal circumstances How to capture the recognized outperforming market anomalies in your portfolio How to keep what you’ve got and avoid Wall street’s wealth extraction machine Author DeMuth also passes along some invaluable retirement investing advice learned from Warren Buffett, and he explains the primary asset protection and tax minimization strategies that work for those in the high-net-worth bracket. Here are investment strategies for the affluent, as well as for those who are approaching affluence and are trying to take that big step forward.

Wealthy by Design

Author: Kimberly Foss

Publisher: Greenleaf Book Group

Published: 2013-06-18

Total Pages: 192

ISBN-13: 1608325741

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The most powerful word in wealth building is choice. Don’t limit your financial future based on conventional wisdom. Understand your personal financial drivers, take control of your money, and leverage it to create your ideal future, not somebody else’s version of security. Investment expert Kimberly Foss offers the insight and tools you need to confidently design your investment plan and make your own choices. By guiding you through the five foundational principals of investing, she prepares you to map your course with integrity. • Goal setting: Life experiences, desires, personality, and more help determine your goals. • Planning: Hope, dreams, and opportunity don’t mean anything if you don’t have a plan. • Commitment: You must be committed to your purpose. • Assessment: To stay the course, first make sure you are actually on course. • Flexibility: As long as the unexpected can occur, investors must be poised to take action when necessary. Drawing upon her twenty-six years of experience as president and founder of Empyrion Wealth Management, where she advises clients of all financial backgrounds and life situations, and her own rise from humble beginnings, Kimberly offers powerful and enlightening stories. Through them, you will learn how to leverage personality, situation, and belief and apply proven wealth-building strategies to fulfill your needs and dreams. Investment empowerment in five easy steps, Wealthy By Design will lead you to the future of your choosing.

High-net-worth Psychology

Author: Russ Alan Prince

Publisher:

Published: 1999

Total Pages: 314

ISBN-13:

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The Wealthy Investor

Author: Bernice Cohen

Publisher: Texere Publishing

Published: 2000

Total Pages: 255

ISBN-13: 9781842030219

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The follow-up to The Armchair Investor, this work provides readers with a system to create and sustain real wealth during their lifetime. As a long-term plan, stock-picking alone is incomplete. To become truly wealthy, you need a total package. Thus, the central theme in this book lies squarely on learning the skills for building a successful portfolio of investment. This approach is far broader, yet at the same time, more focused than relying on one stock-picking system, however good. At the heart of this approach is a 5-level learning progression, that takes you from the passive novice investor to the active expert investor, while setting out the time and money targets to follow, to become a wealth investor over the long term.

Rich in America

Author: Jeffrey S. Maurer

Publisher: John Wiley & Sons

Published: 2003-10-07

Total Pages: 287

ISBN-13: 0471481238

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Advance Praise for Rich In America "I highly recommend Rich in America to investors of all economic levels. While certainly no company understands the wealthy better than U.S. Trust, Jeff Maurer has done a wonderful job of turning the wisdom he gathered during his distinguished career at this venerable institution into advice that will benefit anyone interested in making smarter financial decisions." -Charles Schwab Chairman, The Charles Schwab Corporation "Jeff Maurer is uniquely qualified to advise the affluent and those who would be. Rich in America is packed with insight and wisdom gleaned from his long and tremendously successful career at the very pinnacle of wealth management." -Timothy C. Forbes Chief Operating Officer, Forbes Inc. "For thirty-three years, Jeff Maurer helped build U.S. Trust Corporation into one of the nation's most prominent and respected wealth managers. In this book, Jeff combines his own experience with the knowledge gleaned from a decade of U.S. Trust research into who the affluent are, how they earned their money, and how they keep it. The U.S. Trust approach to building and maintaining wealth makes relevant reading for anyone eager to provide for their own and their family's financial well-being." -Alan J. Weber Chairman and Chief Executive Officer, U.S. Trust Corporation "Jeff Maurer has distilled more than three decades of investment advice to affluent clients into a concise, informative, and extraordinarily readable work. Readers who are trying to preserve accumulated assets, as well as those who are setting out to build substantial wealth, will profit from this wide-ranging book." -James Poterba Mitsui Professor of Economics, MIT

The Affluent Investor

Author: Stephen P. Rappaport

Publisher: Prentice Hall

Published: 1990

Total Pages: 232

ISBN-13:

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Advising Ultra-Affluent Clients and Family Offices

Author: Michael M. Pompian

Publisher: John Wiley and Sons

Published: 2009-04-22

Total Pages: 422

ISBN-13: 0470483504

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A timely guide for financial professionals looking to tap into the lucrative world of the ultra-affluent The ultra affluent–defined here as those having $50 million or more in liquid assets–are an elite class who expect their financial advisors to not only preserve and grow their assets, but also help them with "soft" issues such as philanthropy and family governance. One of the biggest factors to success in this field is the relationship between the client and the advisor. In Advising Ultra-Affluent Clients and Family Offices, author and practicing investment consultant Michael Pompian provides a practical introduction to who the ultra-affluent actually are and reveals what it takes to build and maintain a solid relationship with them. Filled with in-depth insights and expert advice, this unique resource offers valuable information on issues that every advisor to the ultra-affluent must be familiar with.

Cultivating the Affluent

Author: Russ Alan Prince

Publisher:

Published: 1995

Total Pages: 121

ISBN-13: 9780961944643

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A guided tour of how wealthy individuals think about the way their money is managed. Using a survey of more than 850 high-net-worth individuals, nine profiles are identified to guide financial professionals in understanding the investment psychology of the affluent.

Affluent for Life

Author: Ted Ridlehuber

Publisher: Charter Financial Publishing Network

Published: 2006-04

Total Pages: 0

ISBN-13: 9780976657415

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From one of America's most respected authorities on wealth management, a refreshingly straight-forward book that explains the 12 issues essential for expanding and protecting a person's net worth. Affluent for Life informs readers how to increase wealth without taking on uncomfortable risk; how to preserve wealth for children; how to give wealth wisely to charity; and the estate at death. This book explains the concepts and strategies essential for any discussion with financial professionals.

Get Rich, Stay Rich, Pass It On

Author: Catherine S. McBreen

Publisher: Penguin

Published: 2007

Total Pages: 270

ISBN-13: 9781591841753

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Counsels everyday investors on how to acquire wealth that can be sustained throughout subsequent generations, in a guide based on research into America's millionaire families that reveals how they invest, where they work, and how they plan their estates. 30,000 first printing.