SKU: 21178753120

Wealth Management

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Description

Wealth ManagementThis book empowers individuals with practical knowledge to manage their financial wealth from their first job until retirement and beyond. The first main theme is investments and covers security types, investment strategies, and asset allocations for individual investors. The foundation for this theme is the magical behavior of investment returns across securities and time, and the concept of market efficiency. Next, the author details tax

This book empowers individuals with practical knowledge to manage their financial wealth from their first job until retirement and beyond.The first main theme is investments and covers security types, investment strategies, and asset allocations for individual investors. The foundation for this theme is the magical behavior of investment returns across securities and time, and the concept of market efficiency.Next, the author details tax minimization, beginning with an understanding of how taxes deplete investment value. He then illuminates various tax loopholes and strategies that individuals can exploit, including:the use of tax-favored investment accounts,opportunistic trading,picking ETFs over mutual funds,gifting to pass estate taxes.Lie also covers the many pitfalls in the world of wealth management. Several stem from investors ignorance or irrational behavior, while others are concocted financial institutions to fleece individual investors. Either way, the readers learn to avoid them.Other topics also discussed include:What types of insurance should individuals purchase?When should a mortgage be refinanced?And how can individuals avoid costly probate court for the estate?This book is useful for university courses on wealth management and for all individuals who want to secure their financial future. This includes youAbout the AuthorErik Lie is the Amelia Tippie Chair in Finance at the University of Iowa. He has published widely in top academic journals and has been recognized Time magazine as one of the 100 most influential people in the world. In recent years, he has developed and taught courses on wealth management and served as an expert witness in lawsuits related to financial advising.

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SKU: 21178753120

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Pirate Radio
Draper, US
★★★★★ 5
Works well
Format: Hardcover
I learned a lot about current college selection process. I still recommend urging your kids to apply for stretch colleges. Don't limit to safe schools. But this book helped me understand the nature of current college student selection process, i feel less crazy re contradictory results.
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Reviewed in the United States on April 5, 2026
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Chili
Cuba, US
★★★★★ 5
Great book
Format: Paperback
Book had beautiful illustrations and a fun storyline. It felt that a preteen would enjoy it most!
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Reviewed in the United States on February 5, 2026
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Britney Shaw
Boise, US
★★★★★ 5
Perfect for graphic novel kids
Format: Paperback
Got this for my daughter for Christmas. She loves graphic novels. She can't wait to read it. The pictures look great!
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Reviewed in the United States on January 3, 2026
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MadeByMeggs
Fort Morgan, US
★★★★★ 5
great book for 12 yr old girl
Format: Paperback
My 12 year old LOVES this graphic novel series - already asking for the second one.
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Reviewed in the United States on December 31, 2025
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Shy
Los Angeles, US
★★★★★ 5
Perfect for tweens!
Format: Paperback
My niece loved it and asked me to get her the second volume
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Reviewed in the United States on December 24, 2025

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