Get Wise to Your Advisor: How to Reach Your Investment Goals Without Getting Ripped Off

Lockshin, Steven D.

ISBN 10: 1118700732 / ISBN 13: 9781118700730

Editore: Wiley (edition 1), 2013

Riguardo questo articolo

Ship within 24hrs. Satisfaction 100% guaranteed. APO/FPO addresses supported.

Codice articolo 1118700732-11-1

Dati bibliografici

• Titolo: Get Wise to Your Advisor: How to Reach Your Investment Goals Without Getting Ripped Off
• Editore: Wiley (edition 1)
• Data di pubblicazione: 2013
• Lingua: Inglese
• ISBN 10: 1118700732
• ISBN 13: 9781118700730
• Rilegatura: Hardcover
• Edizione: 1.
• Condizione: Good

Descrizione articolo

Riassunto

Describes how technology is ushering in an automated approach to investing and explains the tools necessary to understand your current investments, plan for long-term goals, reduce debt and allocate assets all without paying a broker or advisor.

L'autore

Steven D. Lockshin is the founder and former CEO of Convergent Wealth Advisors, one of the nation's leading wealth management firms, providing investors with objective advice, flexible investment solutions, and transparency. He helped pioneer the open architecture approach to investing and was an early adopter of asset allocation strategies for high-net-worth clients.