The Taxable Investor's Manifesto: Why It Pays to Think Different about Your Wealth (Hardback)
  • The Taxable Investor's Manifesto: Why It Pays to Think Different about Your Wealth (Hardback)
zoom

The Taxable Investor's Manifesto: Why It Pays to Think Different about Your Wealth (Hardback)

(author)
£21.99
Hardback 256 Pages / Published: 14/06/2020
  • Coming soon

Awaiting publication

  • This item has been added to your basket

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 young earners who are generating positive net cash flow, mid-career managers, business owners, business executives, all the way to family office executives for families with multi-generational wealth. Given the emphasis on taxable financial assets the market is predominantly US-oriented, though the principles discussed apply to many tax jurisdictions. In addition to serving taxable investors, TIM creates a path forward for financial advisors who are struggling to rethink their client value proposition. They have found that "beating the market" or "access to alternatives" may justify their fees in the short run but are not viable foundations for long term relationships. Indexing may be solid advice but it's hard to justify the same fees. This approach is better for clients, but it is also can guide advisors out of this bind. This personal finance book is written in a style that is accessible and engaging to anybody with interest and modest familiarity with personal finance. Using extensive footnoting, there are pathways to deeper research for those readers who are interested or who want to confirm the citations' relevance and rigor. The advice is action oriented and implementable.

Publisher: John Wiley & Sons Inc
ISBN: 9781119692034
Number of pages: 256
Weight: 666 g

You may also be interested in...

The Wolf of Wall Street
Added to basket
The Poor Had No Lawyers
Added to basket
The Snowball
Added to basket
£16.99
Paperback
Stress Test
Added to basket
£9.99
Paperback
Currency Trading For Dummies
Added to basket
How to Speak Money
Added to basket
Treasure Islands
Added to basket
Fooled by Randomness
Added to basket
Moneyball
Added to basket
£11.99
Paperback
Understanding Financial Crises
Added to basket
The Science of Getting Rich
Added to basket
Investing in Shares For Dummies
Added to basket
Business Adventures
Added to basket
£12.99
Paperback
One Up On Wall Street
Added to basket
Investing for Dummies - UK
Added to basket
The Financial Times Guide to Investing
Added to basket

Please sign in to write a review

Your review has been submitted successfully.