How a Second Grader Beats Wall Street: Golden Rules Any Investor Can Learn - Couverture rigide

Roth, Allan S.

Couverture rigide

ISBN 10 : 0470375949 ISBN 13 : 9780470375945

Editeur : John Wiley & Sons Ltd, 2009

Synopsis

Straightforward strategies from a successful young investor

In How a Second Grader Beats Wall Street, you′ll follow the story of Kevin Roth, an eight–year–old who was schooled in simple approaches to sound investing by his father, seasoned financial planner Allan Roth, and discover exactly how simple it can be to become a successful investor. Page by page, you′ll learn how to create a portfolio with the widest diversification and lowest costs; one that can move up your financial freedom by a decade and dramatically increase your spending rate during retirement. And all this can be accomplished by using some common sense techniques.

Along the way, Kevin and his dad discuss fresh, new approaches to investing, and detail some tried–and–true, but lesser known approaches. They also take the time to debunk the financial myths and legends that many of us accept as true, and show you what it really takes to build long–term wealth with less risk.

• Discusses how to design a portfolio composed of a few basic building blocks that can be "tweaked" to fit your personal needs
• Addresses how you can reengineer your portfolio in order to stop needlessly paying taxes
• Reveals how you can increase returns, regardless of which direction the market goes, by picking the "low–hanging fruit" we all have in our portfolios

With just a little time and a little work, you can become a better investor. With this book as your guide, you′ll discover how a simpler approach to today′s markets can put you on the path to financial independence.

A propos du livre

À propos de l?auteur

Allan S. Roth is the founder of Wealth Logic, LLC, an hourly–based financial planning and investment advisory firm, that advises clients with portfolios ranging from $10,000 to $50 million. His expertise is in portfolio construction and performance benchmarking, and he is frequently quoted in the financial media. An adjunct finance faculty member at the University of Colorado at Colorado Springs and Colorado College, he teaches behavioral finance at the University of Denver′s GraduateTax Institute. Mr. Roth is a CPA and CFP with an MBA from the Kellogg School at Northwestern University. During the course of his professional career, he has held the position of finance officer for multibillion–dollar companies and has been a consultant at McKinsey & Company. Roth writes a personal finance column forthe Colorado Springs Business Journal. In spite of thesecredentials, Roth claims he can still keep investing simple.

Détails de l'édition

• Éditeur: John Wiley & Sons Ltd
• Date d'édition: 2009
• Langue: anglais
• ISBN 10: 0470375949
• ISBN 13: 9780470375945
• Reliure: Relié
• Nombre de pages: 288
• Coordonnées du fabricant: non disponible
• Personne responsable: non disponible