The taxable investor's manifesto : wealth management strategies to last a lifetime /

"It's unusual to have an author in finance who manages his own capital in the same way he advises others. Stuart Lucas is a rare breed who has been practicing what he preaches for two decades. The high value advice in this The Taxable Investor's Manifeto (TIM) should be of interest to...

Descripción completa

Detalles Bibliográficos
Clasificación:Libro Electrónico
Autor principal: Lucas, Stuart E. (Autor)
Formato: Electrónico eBook
Idioma:Inglés
Publicado: Hoboken, New Jersey : John Wiley & Sons, Inc., [2020]
Temas:
Investments.
Finance, Personal.
Stocks.
Portfolio management.
Investments > Taxation.
Investissements.
Actions (Titres de société)
Gestion de portefeuille.
Investissements > Impôts.
portfolios (financial records)
BUSINESS & ECONOMICS / Personal Finance / General.
Finance, Personal
Investments
Investments > Taxation
Portfolio management
Stocks
Acceso en línea:Texto completo (Requiere registro previo con correo institucional)
Tabla de Contenidos:
  • Chapter 1 Taxable Investors Need to Think Differently
  • Key Chapter Takeaways
  • Chapter 2 Diversify at the Right Time and in the Right Way
  • Key Chapter Takeaways
  • Chapter 3 Generate Value from That Magical Liability: Deferred Tax
  • Alternatives to Selling
  • Key Chapter Takeaways
  • Chapter 4 If You Want Wealth to Grow, Own Stocks
  • Over Time, Stocks Outperform Bonds
  • Geographic Diversification
  • Managing Short-Term Volatility
  • Asset Location: Taxable, Tax-Deferred, or Tax-Exempt?
  • Key Chapter Takeaways
  • Chapter 5 Lengthen Time Horizon to Lower Risk and Enhance Returns
  • Key Chapter Takeaways
  • Chapter 6 Control Cash Flow to Perpetuate Purchasing Power
  • Key Chapter Takeaways
  • Chapter 7 Don't Be Misled by Performance
  • Key Chapter Takeaways
  • Chapter 8 Get Value from Active Management
  • Tactics for Improving Success with Active Managers
  • Key Chapter Takeaways
  • Chapter 9 Approach Alternative Investments with Skill and Skepticism, or Not at All
  • Hedge Funds Are Rarely Good for Taxable Investors
  • Private Equity and Venture May Be Better
  • Scale, Structure, and Tax Are Important Considerations
  • Are You Prepared to Invest?
  • Key Chapter Takeaways
  • Chapter 10 Plan Your Estate: It Adds More Value Than Investing
  • Key Chapter Takeaways
  • Chapter 11 Shift from Success to Significance
  • Key Chapter Takeaways
  • Chapter 12 Reinforce Positive Family Culture through Financial Design
  • Key Chapter Takeaways
  • Chapter 13 Evaluate the Risks to This Approach
  • Key Chapter Takeaways
  • Chapter 14 Select an Advisor with Strong Investment Skills, an Interdisciplinary Approach, and a Fiduciary Mindset.

Ejemplares similares