The Taxable Investor's Manifesto - Wealth Management Strategies to Last a Lifetime

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The Taxable Investor's Manifesto - Wealth Management Strategies to Last a Lifetime
epub | 1.37 MB | English | Author :Stuart E. Lucas | 1119692032 | 2020 | Wiley

Book Description :

[spoiler]It's unusual to have an author in finance who manages his own capital in the same way he advises others.*Stuart Lucas*is a rare breed who has been practicing what he preaches for two decades. The high value advice in this The Taxable Investor's Manifeto (TIM)*should be of interest to young earners who are generating positive net cash flow, mid-career managers, business owners, business executives, all the way to family office executives for families with multi-generational wealth.* Given the emphasis on taxable financial assets the market is predominantly US-oriented, though the principles discussed apply to many tax jurisdictions.*In addition to serving taxable investors, TIM creates a path forward for financial advisors who are struggling to rethink their client value proposition.* They have found that "beating the market" or "access to alternatives" may justify their fees in the short run but are not...
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Category : | Personal Finance, Investing Basics, Investing

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