Carlos Sera
"A few years ago I embarked on a project to teach my children everything I knew about investing and personal finance. As you read this book, you will immediately recognize it is unlike any other investment and personal finance book you have ever encountered. The book gets its title Financial Tales because the financial lessons revealed are all told in the form of tales.
We teach through tales because throughout history our greatest teachers have taught through stores, fables and parables. It is a powerful way to learn because it encourages immediate, positive and long-lasting action. In doing so, we are able to relate to the stories, either personally or by observation of others and thus gain practical skills.
My goal today is to demystify a complex topic and for you to gain access to the same investment and personal finance knowledge previously reserved for family, close friends and clients. I hope you share it with all those dear to you." -Carlos Sera, author of Financial Tales
These tales will also help you:
Develop a sustainable relationship with money
Understand financial markets
Manage your investments intelligently and by yourself
Identify and hire expert advisors if you choose to work with one
Work productively with your expert advisor
Create a game winning financial team
Retire intelligently and with abundance
Prepare for the unexpected
Learn accountability and develop good habits
Pick the right college and insurance policy
Overcome the biggest obstacle to investment success
Learn to say "no" when you want to say "yes"
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About the Author
Carlos Sera grew up outside Baltimore, Maryland. He graduated from Johns Hopkins University then earned his MBA in Finance and Applied Economics from the Simon School of Business. He is a Registered Investment Advisor, trader and author of the financialtales.com blog where he explains the world of money and behavior through storytelling. Carlos has worked with hundreds of clients over three decades and shares his experiences. He is a first generation Cuban-American and resides in Maryland with his wife and children.
