Instant online reading.
Don't wait for delivery!
Go digital and save!

Wealth Management

By: Erik Lie

Write A Review

Paperback | 8 November 2023

At a Glance

Paperback
212 Pages

Dimensions(cm)
22.86 x 15.24 x 1.14

Paperback

$89.75

or 4 interest-free payments of $22.44 with

Ships in 10 to 15 business days

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.

Shipping

	Standard Shipping	Express Shipping
Metro postcodes:	$9.99	$14.95
Regional postcodes:	$9.99	$14.95
Rural postcodes:	$9.99	$14.95

Orders over $89.00 qualify for free shipping.

How to return your order

At Booktopia, we offer hassle-free returns in accordance with our returns policy. If you wish to return an item, please get in touch with Booktopia Customer Care.

Additional postage charges may be applicable.