There are now millions of millionaires in the U.S. But if you've gotten there, or want to get there, what then?A. Michael Upper, the analyst who invented the Upper Averages for mutual funds, addresses the growing need for the wealthy to understand how to think about their wealth as a guide to how to invest it, spend it and leave it to their descendants. Using insights gained from three decades on Wall Street, he shows that wealth is a state of mind as much as the size of a bank account, and gaining wealth and keeping it can be two different skills. With the luxury of time and resources - and the wisdom of Mr. Upper's experience - investors can make sound financial choices for themselves and their heirs. Learn to determine which of seven types of investor you are - absolute; confident; uncertain; relative; fiduciary; bored; or guilty. Put risk to work for you, rather than fear risk. Develop a personal balance sheet matching often-ignored assets, such as the worth of your career, with often-ignored liabilities, such as your likely longevity.
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In today's chaotic markets, millions of investors are asking themselves: What now? A. Michael Lipper, the analyst who invented the Lipper Averages for mutual funds, addresses the growing need for the wealthy to understand how to think about their wealth: how to invest it, spend it and leave it to their descendants. Using insights gained from four decades on Wall Street, he shows that wealth is a state of mind as much as the size of a bank account, and gaining wealth and keeping it can be two different skills. With the luxury of time and resources - and the wisdom of Mr. Lipper's experience - investors can make sound financial choices for themselves and their heirs. The topics include: how to match your hard and soft assets - your true net worth - with your hard and soft liabilities in a personal balance sheet; how to put risk to work for you; and, how to understand your 'investor personality'. Are you an absolute investor, a confident investor, or an uncertain investor?
Les informations fournies dans la section « A propos du livre » peuvent faire référence à une autre édition de ce titre.
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