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  • I Can Beat the Market
  • 點閱:597
  • 作者: Dan Searles[作]
  • 出版社:Strategic Book Group
  • 出版年:2013[民102]
  • ISBN:978-1-62857-111-0 ; 1-62857-111-X
  • 格式:EPUB

Synopsis:

 

Many people don't understand the role that a financial planner performs. In language a layperson can understand, Dan Searles, CFP?, demystifies financial concepts and explains how a financial planner can provide insight, expertise and help in making important life-changing decisions.

 

'I wrote this book at the urging of many of my current clients who thought my clear, concise plain English and folksy style would make a complicated, difficult subject fun and interesting.'

 

Searles provides clear information on how to choose a financial planner and explains the multiple professional designations in the field. He also explains fees and commissions; provides guidance in making informed decisions on saving for retirement; discusses whether purchasing long-term care insurance is the right decision; and demystifies the various types of life insurance by dispelling common misperceptions.

 

I Can Beat the Market: And Other Lies From Financial Professionals is must-have reading, especially in today's economy.

About the Author:

Dan Searles, CFP?, drew on 29 years' experience working in the financial planning field to write his first book. He co-owns Medallion Financial Group with his Partners John and Laura Stohlman. Together they manage over $200,000,000 of client assets. He has written a syndicated column for many years called 'Senior Money Matters.' After graduating from Towson University in Towson, Maryland, Searles played semi-pro football for two years with the Baltimore Warriors and the Frederick Falcons. He is a published singer/songwriter whose songs have received international radio play. The author lives in Gaithersburg, Maryland, with his wife, Eydie, and their three children.

 

Publisher's website: http://www.strategicpublishinggroup.com/title/ICanBeatTheMarket.html

  • Cover Page
  • Title Page
  • Copyright
  • Contents
  • Acknowledgments
  • Introduction
  • Chapter 1: Why Pay for Advice? (or Can He Bake a Cherry Pie?)
  • Chapter 2: I Can Beat the Market!
  • Chapter 3: Annuities Stink and the Fees are Too High!
  • Chapter 4: Everyone Needs Nursing Home Insurance, Right?
  • Chapter 5: Buy Term and Invest the Difference (or Whole Life is a Rip-off!)
  • Chapter 6: You’ll Need $1 Million or More Just to Get By in Retirement
  • Chapter 7: All Financial Designations are Created Equal
  • Chapter 8: Never Pay a Commission! (or A Few Words on Fees vs. Commissions)
  • My Final Word on Money
  • Tools and Resources
  • Confidential Financial Profile
  • Risk Profile
  • Designations List
  • Organizations of Interest
  • Glossary
  • About the Author
紙本書 NT$ 300
單本電子書
NT$ 210

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