Review Wealth Management Unwrapped, Revised and Expanded
by CHARLOTTE BEYER
Description
Wealth Management Unwrapped is unboxing a gift of knowledge on investing that will make you become a better investor in no time. Applying the practical, easy-to-follow tips and common sense in investing, you can’t go wrong in investing your capital. Moreover, this book suggests that good communication with your financial advisor is one of the keys to unlocking financial success and significant investment progress.
The wealth management industry is continuously taking shape as more investment forms and opportunities surface these days. Hence, being in-the-know on how to maximize your opportunity through efficient management of your wealth is a must.
About the Author
Charlotte Beyer is the founder of the Principle Quest Foundation, an organization supporting innovative education and mentoring programs for women. An experienced entrepreneur and Wall Street investor, Beyer is earned her reputation as a trusted career woman advocating transformative programs for institutions. She is affiliated with various organizations across the globe.
Table of Contents
The book presents the following chapters and contents:
Chapter 1: Who’s in Charge of My Wealth, Inc.?
Chapter 2: My Money, Myself
Chapter 3: Are You a Do-It-Yourselfer?
Chapter 4: If You Don’t Know Where You’re Going, Any Investment Will Get You There
Chapter 5: If You Don’t Know Who the Sucker Is at the Table, It Might Be You!
Chapter 6: Resist the Razzle Dazzle: How To Judge the Beauty Contest
Chapter 7: Transparency, or How I Learned to Love Conflicts of Interest
Chapter 8: Courtship Is Usually More Fun Than Marriage
Chapter 9: Can This Marriage Be Saved? When to Fire Your Advisor
Chapter 10: Aging – Grave Concerns
Chapter 11: Born Rich – A Curse or a Blessing?
Chapter 13: Women with Wallets
Chapter 14: The 10 Principles of Principal
Appendix
Endnotes
Index
