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Exploring the Cause and Effect of Financial Success
The meaning of wealth has become one of the least understood concepts of our time. Whether you desire wealth, have wealth, or wish to redistribute wealth, the roadmaps to success have been painted over by outdated financial models, politically charged rhetoric, and the mistaken belief that at its core wealth is simply a number. Tailored Wealth Management meets you where you are: a new college graduate, a retiring CEO, a journeyman carpenter, or a compassionate philanthropist. The book educates readers with a deeper understanding of their place on the national and global scales of wealth. It proves that the term "wealthy" can apply as fittingly to a gas station attendant as it does to a gas company president. It empowers the reader with the causes and effects that allow wealth to accumulate, to produce income, and to re-shape society through responsible gifting and philanthropy. As American household wealth has recently crossed through $100 trillion, investors have become polarized between ineffective complexity versus blind "hope" simplicity. The under-funded pensions, retirement accounts, and social safety nets are a result of a failure of the status quo. Life, liberty, and the pursuit of happiness are not only inalienable rights but achievable goals open to the masses rather than the few. Tailored Wealth Management topples the walls that have quarantined families and individuals from becoming wealthy, staying wealthy, or passing the same on to the next generation and our communities. This book provides solutions for the active, passive, small, and large investor arming the reader with the causes that lead to the effect of success. .
1. Introduction -- 2. Average Americans: Stories of "Ordinary" Success -- 3. Wealth: How Much Do You Need; How Much Is Enough -- 4. The Growth of American Wealth: Its Impact on the Average Household Compared with the Forbes 400 -- 5. The Six Robbers of Wealth and How to Avoid Them -- 6. The Wealth Lifecycle: From Building It to Passing It On -- 7. The Efficient Valuation Hypothesis: The Long View -- 8. Asset Allocation: Choices and Challenges -- 9. Defining Moment: Your Objectives, Assumptions and Other Factors Affecting Long-term Returns -- 10. Taxation at the Top: Its Long-Term Effect on Assets -- 11. Portfolio Optimization: The Impact of Taxation, Turnover, and Time Horizon on Net Returns -- 12. Building Your Investment Team -- 13. Educational Resources for Investors -- 14. Spending: How Much Is Too Much? -- 15. Philanthropy: What You Need to Know to Donate Wisely -- 16. Gifting and Estate Planning: Determining the Right Time to Transfer Wealth -- 17. Epilogue.
Personal Finance/Wealth Management/Pension Planning