SKU: 21178753120

Wealth Management

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Description

Wealth ManagementThis book empowers individuals with practical knowledge to manage their financial wealth from their first job until retirement and beyond. The first main theme is investments 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. Next, the author details tax

This book empowers individuals with practical knowledge to manage their financial wealth from their first job until retirement and beyond.The first main theme is investments 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.Next, the author details tax minimization, beginning with an understanding of how taxes deplete investment value. He then illuminates various tax loopholes and strategies that individuals can exploit, including:the use of tax-favored investment accounts,opportunistic trading,picking ETFs over mutual funds,gifting to pass estate taxes.Lie also covers the many pitfalls in the world of wealth management. Several stem from investors ignorance or irrational behavior, while others are concocted financial institutions to fleece individual investors. Either way, the readers learn to avoid them.Other topics also discussed include:What types of insurance should individuals purchase?When should a mortgage be refinanced?And how can individuals avoid costly probate court for the estate?This book is useful for university courses on wealth management and for all individuals who want to secure their financial future. This includes youAbout the AuthorErik Lie is the Amelia Tippie Chair in Finance at the University of Iowa. He has published widely in top academic journals and has been recognized Time magazine as one of the 100 most influential people in the world. In recent years, he has developed and taught courses on wealth management and served as an expert witness in lawsuits related to financial advising.

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SKU: 21178753120

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4.7 ★★★★★
Based on 9 reviews
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Lake Worth, US
★★★★★ 5
Good start to a series
Format: Kindle
I delayed reading the series for reasons I don’t remember. But my TBR list is huge so I thought I’d take a shot of this and I was pleasantly surprised. I didn’t think the blurb about it was anything special. But it was a very good book. It took some interesting twists and turns. I am so glad the second book is already out. Because I would not have waited patiently. Very slow burn but good storyline. 🔥🔥/5
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Reviewed in the United States on January 3, 2025
J
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Jammie Clark
Chelsea, US
★★★★★ 4
A good read
Format: Kindle
Multiple points of view. 3 Alpha men and an Omega male. She is a Beta in training for a new program placing betas in Alpha/Omega packs. Mila is only doing the program for the money to take care of her dad. She wasn't expecting to fall for a pack but when she sees this packs Omega she is done for. There is just something about him. His Alphas are good looking as well. Too bad she is hiding a secret and their government is acting shady. I liked it and can't wait to see where their story goes.
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Reviewed in the United States on November 14, 2023
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Bri Hires
Lexington, US
★★★★★ 3
Slightly repetitive but I did love some things
Format: Kindle
I love this type of story. And omegaverse is one of my all time favorite genres. But there are a few things that pulled me out of my enjoyment while I was reading. It was repetitive at times as well as struggled with telling not showing. So we didn’t always feel like we were experiencing things with the main character. There were also some plot holes but they may still be answered in part 2. Now this isn’t to be said I didn’t enjoy parts of the story. I loved the almost instant love between Mila and Oliver. And how he started changing around her.
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Reviewed in the United States on February 15, 2024
K
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Kimberly G
San Leandro, US
★★★★★ 5
delightful read
Format: Kindle
What a delightful read. The characters are awesome, the plot was so good, I loved it. I was intrigued and it kept me wanting more. Told in multiple pov, the book sucks you in and doesn’t let go. I cannot wait to read the next book.
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Reviewed in the United States on January 30, 2025
K
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Kimberly B
Louisville, US
★★★★★ 4
not bad
Format: Kindle
I loved the plot of this book. The characters just didn’t have a lot of depth. The connections and “love” just weren’t communicated very well in the writing. The author didn’t write the sweet psycho trope very well at all either. Lachlan was just a mess of a character.
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Reviewed in the United States on November 17, 2023

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