The co-op bookstore for avid readers
Book Cover for: Navigate the Investment Jungle: Seven Common Financial Traps and How to Sidestep Them, Douglas Stone

Navigate the Investment Jungle: Seven Common Financial Traps and How to Sidestep Them

Douglas Stone

Are you confident you're getting the best possible financial advice? You might have a few advisors, a CPA, and an estate attorney, all of whom you like, but you don't talk that often or feel an emotional connection with any of them. They've never drilled down to ask about what matters to you: your goals, values, relationships, or charitable interests.

Too many advisors today focus on products, not people, and are more concerned with allocating capital than allocating risk. They build portfolios on faulty assumptions that lead to bad decisions and unnecessary market exposure.

To protect what you've built, you need a better approach to wealth management.

In Navigate the Investment Jungle, Douglas Stone points out seven financial traps you might have fallen into without even realizing it. Douglas shows how to climb out of any traps you find yourself in and equips you to sidestep them in the future. Once you know the real risk, you'll invest with more confidence knowing your assets are better protected.

Book Details

  • Publisher: Lioncrest Publishing
  • Publish Date: May 19th, 2020
  • Pages: 126
  • Language: English
  • Edition: undefined - undefined
  • Dimensions: 8.50in - 5.50in - 0.44in - 0.65lb
  • EAN: 9781544508313
  • Categories: Finance - Wealth Management

More books to explore

Book Cover for: Poor Charlie's Almanack: The Essential Wit and Wisdom of Charles T. Munger, Charles T. Munger
Book Cover for: The Psychology of Money: Timeless Lessons on Wealth, Greed, and Happiness, Morgan Housel
Book Cover for: What It Takes: Lessons in the Pursuit of Excellence, Stephen A. Schwarzman
Book Cover for: The Millionaire Next Door: The Surprising Secrets of America's Wealthy, Thomas J. Stanley
Book Cover for: Trillions: How a Band of Wall Street Renegades Invented the Index Fund and Changed Finance Forever, Robin Wigglesworth
Book Cover for: Private Equity: A Memoir, Carrie Sun
Book Cover for: Introductory Econometrics for Finance, Chris Brooks
Book Cover for: The Lies about Money: Why You Need to Own the Portfolio of the Future, Ric Edelman
Book Cover for: Pioneering Portfolio Management: An Unconventional Approach to Institutional Investment, David F. Swensen
Book Cover for: Dumb Money: The Gamestop Short Squeeze and the Ragtag Group of Amateur Traders That Brought Wall Street to Its Knees (Previously Published as the Anti, Ben Mezrich
Book Cover for: The Antisocial Network: The Gamestop Short Squeeze and the Ragtag Group of Amateur Traders That Brought Wall Street to Its Knees, Ben Mezrich
Book Cover for: Just Keep Buying: Proven Ways to Save Money and Build Your Wealth, Nick Maggiulli
Book Cover for: Jackpot: How the Super-Rich Really Live--And How Their Wealth Harms Us All, Michael Mechanic
Book Cover for: A Random Walk Down Wall Street: The Best Investment Guide That Money Can Buy, Burton G. Malkiel
Book Cover for: A Random Walk Down Wall Street: The Best Investment Guide That Money Can Buy, Burton G. Malkiel

About the Author

Stone, Douglas: - DOUGLAS STONE is a wealth advisor with SeaCrest Wealth Management, who brings twenty-three years of experience to his work with affluent households. Douglas began questioning his industry's approach seven years into his career, and in 2009, he left the major wirehouse where he worked to become an independent advisor. For six years, he discussed his self-taught, holistic approach to wealth management on Real Money with Doug Stone, a radio program on KMED 1440 AM in Medford, Oregon. Today, Doug shares his knowledge and expertise through workshops, seminars, and speaking engagements.

More books by Douglas Stone

Book Cover for: Difficult Conversations: How to Discuss What Matters Most, Douglas Stone
Book Cover for: Thanks for the Feedback: The Science and Art of Receiving Feedback Well, Douglas Stone
Book Cover for: Real College: The Essential Guide to Student Life, Douglas Stone