The Only Investment Guide Youll Ever Need; Expanded and Updated Throughout

Andrew Tobias

ISBN 10: 0739403087 / ISBN 13: 9780739403082

Published by Harcourt Brace & Company, 1998

Condition: GOOD - Used with some wear from use. May include stickers on cover, missing or wear to dustcover, inside cover, spine, slight curled corners, stains, and wear to the fore edge. All orders ship via UPS Mail Innovations - MAY TAKE UP TO 10 BUSINESS DAYS from first scan to be delivered. Seller Inventory # 4J2HM0006YZ3

Synopsis:

From Wikipedia: A financial adviser (alternatively spelled advisor) is a professional who renders financial services to individuals, businesses and governments. This can involve investment advice, which may include pension planning, and/or advice on life insurance and other insurances such as income protection insurance, critical illness insurance etc., and/or advice on mortgages.[1] ~ Ideally, the financial adviser helps the client maintain the desired balance of investment income, capital gains, and acceptable level of risk by using proper et allocation. Financial advisers use stock, bonds, mutual funds, real estate investment trusts (REITs), options, futures, notes, and insurance products to meet the needs of their clients. Many financial advisers receive a commission payment for the various financial products that they broker, although "fee-based" planning is becoming increasingly popular in the financial services industry. ~ A further distinction should be made between "fee-based" and "fee-only" advisers. Fee-based advisers often charge et based fees but may also collect commissions. Fee-only advisers do not collect commissions or referral fees paid by other product or service providers. ~ Some investment advisers only charge a fee based on the ets managed for the client. Typically they charge about 1.0 to 1.5% per year to make the investment decisions for the client. They do not collect commissions. ~ The main purpose of a financial adviser is to ist clients in the planning and arrangement of their financial affairs, such as savings, retirement provisions, tax treatment and wills. To ensure ethical practices, financial advisers must understand a client's financial situation as well as their need for financial stability. Finance can be complicated and any adviser has responsibilities ethically to see that a client's risk is minimized, and monetarily, that is maximized within the established risk boundaries.

Bibliographic Details

Title: The Only Investment Guide Youll Ever Need; ...
Publisher: Harcourt Brace & Company
Publication Date: 1998
Binding: Hardcover
Condition: Good