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Secrets of the Wealth Makers: Top Money Managers Reveal Their Investing Wisdom - Hardcover

 
9780071355742: Secrets of the Wealth Makers: Top Money Managers Reveal Their Investing Wisdom
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This work divulges the investing secrets and insights of various top financial planners. It offers advice for active investors and gives information for specific investing strategies including: investing in stocks, mutual funds or overseas; how to diversify effectively; and trading. The authors show how to duplicate the wealth-making success of these top advisors. Interviews with these professionals reveal a blueprint for planning, accumulating, and protecting wealth.

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From the Back Cover:

These top financial planners have helped thousands achieve financial security­­now let them show you how to do it yourself!

Most "beat-the-market" investment books are written by trading gurus who work in the shadows, answering to nobody but him or herself. Secrets of the Wealth Makers turns the tables, asking today's top financial planners in no-nonsense, probing interviews­­details on how they have built wealth for demanding clients, then helped them protect that wealth for the long run.

Filled with interviews from a diverse cross-section of money management experts­­from Lynn Hopewell and John Bowen Jr. to Harold Evensky and Len Reinhart­­Secrets of the Wealth Makers provides concise, useful insights and techniques including:


-Fundamentals of financial planning
-Understanding investment risk and investor risk
-Tactical versus strategic asset allocation
-Qualified plans
-Tax-managed mutual funds and other securities
-Annuities
-Municipal bond funds versus individual securities
-Spiders, diamonds, and other index securities
-Life insurance trusts
-Shielding assets from creditors
-Charitable remainder trusts and other estate planning tools and techniques

Designed to help individual investors plan for, accumulate, and protect wealth, but equally valuable to investment advisors, attorneys, CPAs, and other financial professionals, Secrets of the Wealth Makers showcases the proven wealth-building tactics of the best and brightest financial advisors in the country. It will change the way you view investment advisors­­and produce dividENDs for the remainder of your investment life.

About the Author:

Michael Lane is a division president with AEGON Financial Services Group. Lane, author of Guaranteed Income for Life, is a contributing editor to numerous investment magazines.

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  • PublisherMcGraw-Hill Inc.,US
  • Publication date2000
  • ISBN 10 007135574X
  • ISBN 13 9780071355742
  • BindingHardcover
  • Number of pages256

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