Choosing the Right Investment Advisor (e-bog) af Santamaura, Carol A.
Santamaura, Carol A. (forfatter)

Choosing the Right Investment Advisor e-bog

40,46 DKK (inkl. moms 50,58 DKK)
If you met your investment advisor at a party or hired him because he coaches your sons hockey team, you may not have researched his credentials, ethics, and financial performance. Dont be afraid to correct the situation. If you are seeking to hire an investment advisor, either for the first time or to replace your current one, equip yourself with the knowledge you need to make the right choice...
E-bog 40,46 DKK
Forfattere Santamaura, Carol A. (forfatter)
Forlag iUniverse
Udgivet 26 oktober 2011
Længde 108 sider
Genrer Finance and the finance industry
Sprog English
Format epub
Beskyttelse LCP
ISBN 9781462052158
If you met your investment advisor at a party or hired him because he coaches your sons hockey team, you may not have researched his credentials, ethics, and financial performance. Dont be afraid to correct the situation. If you are seeking to hire an investment advisor, either for the first time or to replace your current one, equip yourself with the knowledge you need to make the right choice.Author Carol A. Santamaura, an investment advisor, specializes in growing wealth for investors. The principles she shares in this guidebook focus on Canada but can be ap-plied anywhere. They include how to under-stand what kind of investor you are, avoid psychological pitfalls of investing, interview investment advisor candidates, and cultivate a successful relationship with your advisor.Take off your blinders so you can see past the charismatic salesperson with the convincing pitch. By balancing short- and long-term objectives and investing in an efficient manner, you can achieve your financial goals. It all starts with Choosing the Right Investment Advisor.