Can I read The Financial Times Guide to Wealth Management on EtoBox?

The Financial Times Guide to Wealth Management by Jason Butler is a book available to read on EtoBox.

What is The Financial Times Guide to Wealth Management about?

Contents 8 About the Author 15 Acknowledgements 16 Publisher's Acknowledgements 17 Introduction 20 Part 1: Wealth Planning 22 1 Know where you are going and why 24 Money values 24 Life planning can give deeper meaning to goals and dreams 26 The three difficult questions 27 Financial planning policies 30 Don’t mention the ‘r’ word 35 2 Financial personality and behaviour 38 Financial risk profile 39 Emotions and money 44 Money styles 49 Emotional intelligence 53 3 The power of a plan 56 Where you want to go 56 Convert pension funds to a simple level annuity 60 Short- and long-term cashflow projections 62 Possibility and probability 65 The role of liquidity 66 Identifying and understanding financial planning risks 70 Investment strategy 73 The future is always uncertain 74 4 The role of guidance and advice 76 The media is not your friend 76 The financial services marketing machine 77 Average investors and markets 79 Experience and professional qualifications 85 The expert network 90 planning and advice fees and value 95 Adviser checklist 98 Part 2: Wealth Preservation 100 5 Investment principles 102 Speculating is not investing 104 Capitalism and markets do work 105 Risk

Author

Jason Butler

Language

EN