Wealth Management

Erik Lie

Informasi Umum

Kode

25.21.832

Klasifikasi

332.6 - Investment, Domestic investment, Individual investment, Private investment, Investment prospectuses, Portfolio Analysis and management

Jenis

Buku - Elektronik (E-Book)

Subjek

1 Economics

No. Rak

Tel-U Gedung Manterawu Lantai 5 : Rak 8a
Tel-U Purwokerto : Rak 4

Dilihat

15 kali

Informasi Lainnya

Abstraksi

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 bypass 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 by financial institutions to fleece individual investors. Either way, the readers learn to avoid them.