rdf-syntax-grammar
mods:
  schema location: http://www.loc.gov/mods/v3 http://www.loc.gov/standards/mods/v3/mods-3-2.xsd
  title info:
    title: Get wise to your advisor
    sub title: how to reach your investment goals without getting ripped off
  name:
    name part: Lockshin, Steven D.
    role:
      role term: creator
  type of resource: text
  genre: Electronic books.
  origin info:
    place:
      place term: nju
    date issued: 2013
    issuance: monographic
  language:
    language term: eng
  physical description:
    form: remote
    extent: 1 online resource.
  abstract: The financial services world is changing. Technology is enabling an automated approach to investing that should bring down the cost of commodity services. No longer do you have to fund the lifestyle of a broker or advisor to have him tell you how to diversify or where to find the next investment that cannot be missed. This book will provide the tools for calculators that tell you most of what you need to know; from how much insurance you need to have to how you should diversify. The book will help readers with the following:/ ulliUnderstand what you have/liliPlan your long-term goals/liliStart to save (maximizing your 401k)/liliReduce debt/liliRun your Monte Carlo Simulation/liliDetermine the appropriate asset allocation/liliSet up your auto-rebalancing and periodically (annually, perhaps) re-examining your asset allocation to account for globalization/liliDeploy the asset mix through low cost, tax-efficient strategies/liliLook at it once per year/li/ul This book will provide a better understanding of your investment decisions. But, we all cannot be do-it-yourselfers. Advisors serve as an important resource for consumers when they are both capable and understand their duty to serve you, the customer, first. To complement their moral station, they must have the skills to deliver appropriate advice. The book, much like the company Steve founded, will simplify standards for consumers and audit advisors to those standards.
  table of contents: Get Wise to Your Advisor: How to Reach Your Investment Goals Without Getting Ripped Off; Copyright; Contents; Preface; Chapter 1: Is This Any Way to Choose an Advisor?; Bad Financial Medicine; A Murky Industry; ""You Should Meet My Guy""; Key Points; Chapter 2: Wall Street's Dirty Secrets; The More Things Change {u2026}; ""You Don't Understand {u2026}""; Misplaced Interests; Brokers and Advisors; Wall Street Brokers versus Main Street Consumers; Peddling Products; Omission versus Commission; Key Points; Chapter 3: The Wall Street Whitewash; Image Is Everything; Shopping Shortcuts; Vegas Rules; Play Money.
  table of contents: Disarming ComplexityMesmerizing Optics; The VIP Racket; Key Points; Chapter 4: Hold Your Nose: Other Advisor Options; Bank-Based Advisors; Private Banking and Trust Departments; Asset Managers; Insurance Salesmen; Fee-Only Planners; Other Options; Technology's Triumph; Key Points; Chapter 5: The Case for Independent RIAs; The Trouble with Fee-Only Advisors; The Case for Independent RIAs; Buyer Beware; Do All RIAs Live Up to Their Title?; Disorienting Disclosure; Soft Dollar Practices; RIAs: A Good Place to Start; Key Points.
  table of contents: Chapter 6: Our Lazy Brains: Why We're So Bad at Choosing Advisors (and Investing Our Own Money)The Gut versus the Mind; Salesmanship 101; What You See Is All There Is; My Advisor Is Handsome, So Why Am I Broke?; Why We Stink at Managing Our Own Money; Key Points; Chapter 7: How to Be Your Own Investment Advisor; Don't Let Costs Mug Your Returns; Individual Stocks and Bonds; Actively Managed Mutual Funds; Index Mutual Funds; Exchange-Traded Funds; Hedge Funds; How to Win the Game by Not Playing; Software-Powered Investing; Math First, Emotion Second.
  table of contents: Why You (Probably) Still Need a Financial AdvisorKey Points; Chapter 8: Choosing an Advisor: Know What You Don't Know; You Are the Family CEO; Core Principle: DUTY-Clients before Profits; Core Principle: SAFEGUARDS; Core Principle: PROFESSIONALISM; Decoding your Advisor's Answers Core Principle: DUTY; After the Interview; Key Points; Chapter 9: Fees and Ice Cream: Baskin-Robbins Got It Right, Why Can't We?; Chocolate and Vanilla; AUM-Based Fees; Commissions; Hourly and Retainer Fees; Baskin-Robbins 3 Flavors?; Key Pricing Ingredients (Building a Custom Sundae); Chapter 10: Change the Game.
  table of contents: Why Wait?Afterword: Advisors in Perspective; About the Author; Index.
  note: Steven D. Lockshin.
  note: Includes index.
  subject:
    topic: Investment advisors
  subject:
    topic: Financial services industry
    topic: Evaluation
  subject:
    topic: Investments
  subject:
    topic: Portfolio management
  subject:
    topic: Finance, Personal
  subject:
    topic: Investment advisors
  subject:
    topic: Financial services industry
    topic: Evaluation
  subject:
    topic: Investments
  subject:
    topic: Portfolio management
  subject:
    topic: Finance, Personal
  subject:
    topic: BUSINESS & ECONOMICS
    topic: Finance
  subject:
    topic: Finance, Personal
  subject:
    topic: Financial services industry
    topic: Evaluation
  subject:
    topic: Investment advisors
  subject:
    topic: Investments
  subject:
    topic: Portfolio management
  subject:
    topic: Investment advisors
  subject:
    topic: Financial services industry / Evaluation
  subject:
    topic: Investments
  subject:
    topic: Portfolio management
  subject:
    topic: Finance, Personal
  classification: HG4621
  classification: 332.6
  related item:
    title info:
      title: Get wise to your advisor
    name:
      name part: Lockshin, Steven D.
    origin info:
      publisher: Hoboken, New Jersey : John Wiley & Sons, Inc., [2013]
    identifier: (DLC) 2013013314
  identifier: 9781118700778
  identifier: 1118700775
  identifier: 9781299814684
  identifier: 1299814689
  identifier: 9781118698860
  identifier: 111869886X
  identifier: 9781118700693
  identifier: 1118700694
  identifier: 9781118698846
  identifier: 1118698843
  identifier: 9781118700730
  identifier: 1118700732
  identifier: 2013014352
  identifier: EB00064132 Recorded Books
  identifier: 512719 MIL
  identifier: F6524FAB-B34B-4431-82C3-331956EBBB57 OverDrive, Inc.
  identifier: https://doi.org/10.1002/9781118700778
  record info:
    record content source: DLC
    record creation date: 130408
    record change date: 20170124071520.3
    record identifier: ocn837924707
    language of cataloging:
      language term: eng