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Wealth Management Unwrapped, Revised and Expanded

posted by Anastasia

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

Posted by Anastasia

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