Wealth Management Unwrapped, Revised and Expanded
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Beyer Charlotte B.. Wealth Management Unwrapped, Revised and Expanded
FOREWORD
INTRODUCTION
ACKNOWLEDGMENTS
ABOUT THE AUTHOR
PROLOGUE
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 12. I’m a Robot, and I’m Here to Help
CHAPTER 13. Women with Wallets
CHAPTER 14
APPENDIX. Appendix A Special Message for Advisors
INDEX
WILEY END USER LICENSE AGREEMENT
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Dedicated to the hundreds of private investors I came to know over four decades in this industry. I was fortunate to form abiding friendships with many of you, and to learn extraordinary lessons from many, many more. I could not have written this book without your support, loyalty, and wisdom.
Buy a copy and give it. Better, buy several copies and give them to those you love. Or, best of all, get them to buy their own copies. Then, they’ll feel more committed to reading, enjoying, and savoring the insights, wisdom, and confident good humor with which my friend Charlotte Beyer has gathered together valuable investing insights from her years of experience, particularly as the founder and doyenne of the Institute for Private Investors.
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“Phooey on Phees!” could have been yet one more chapter title with attitude. All the titles send a clear signal: candor is coming! Candor with an edge —and a sense of humor – is coming from a writer who “knows the score” and “tells it like it is.”
Being realistic about investment prospects is the first half of every investor’s challenge – and opportunity. The second half is being realistic about our particular objectives and priorities. All this and more is illuminated in a breezy, easy way – but with evidence behind every point and sources cited in the extensive endnotes.
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