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Beyond the Basics: Maximizing, Allocating, and Protecting Your Capital
by
A Framework for Sustained Capital Growth
If you already know the financial planning basics, the fundamentals, and the mistakes to avoid but are uncertain of what comes next to increase your wealth, this book is for you.
Most personal finance books fall into one of two categories. Some cover the basics: the smart use of credit cards, debt management, buying a home, how mortga ...more
If you already know the financial planning basics, the fundamentals, and the mistakes to avoid but are uncertain of what comes next to increase your wealth, this book is for you.
Most personal finance books fall into one of two categories. Some cover the basics: the smart use of credit cards, debt management, buying a home, how mortga ...more
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First day of fast so since I couldn’t feed my belly decided to feed my mind and what should arrive in my mail box, hot of the presses, this morning but this little gem!
Immediately won me over when one if it’s earliest recommendations was that one of the best ways to invest in yourself is to constantly be reading. But it saves one of its best points for its final chapter, a point that is particularly timely at the moment. Everyone worried about their portfolio in the current market should immedia ...more
Immediately won me over when one if it’s earliest recommendations was that one of the best ways to invest in yourself is to constantly be reading. But it saves one of its best points for its final chapter, a point that is particularly timely at the moment. Everyone worried about their portfolio in the current market should immedia ...more
The book is very nice although US reality centric in some parts. This is fair enough because taxes as system varies in different countries. The general rules are very much applicable and adjustable to where I creative as well as other countries I used to live.
Excellent book!!!
Although pitched for readers who are beyond basic concepts like savings, debt and what is a stock and bond, but who don’t know about CAPM, mean variance, options pricing, etc., that would cater to a more sophisticated investor, the information here is not much different than other common investing books than aim to inform interested individuals on how to invest for the long term.
The writing style is engaging and mostly jargon-free but if you have read John Bogle, Charlie Ellis, William Bernstei ...more
The writing style is engaging and mostly jargon-free but if you have read John Bogle, Charlie Ellis, William Bernstei ...more
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Sammy Azzouz, JD, CFP®, is president of Heritage Financial Services, based in Westwood, Massachusetts. He is also the author of The Boston Advisor blog (thebostonadvisor.com), which aims to help people who are serious about their finances take their money smarts to the next level.
Sammy has been a wealth manager helping high-net-worth clients achieve their financial and investment goals since 2000. ...more
Sammy has been a wealth manager helping high-net-worth clients achieve their financial and investment goals since 2000. ...more
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