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Record Nr. |
UNINA9910814296203321 |
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Autore |
Gray Wesley R. |
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Titolo |
DIY financial advisor : a simple solution to build and protect your wealth / / Wesley R. Gray, PhD, Jack R. Vogel, PhD, and David P. Foulke |
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Pubbl/distr/stampa |
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Hoboken, New Jersey : , : Wiley, , 2015 |
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©2015 |
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ISBN |
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1-119-12490-5 |
1-119-12491-3 |
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Edizione |
[1st edition] |
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Descrizione fisica |
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1 online resource (224 p.) |
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Collana |
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Disciplina |
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Soggetti |
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Portfolio management |
Families - Economic aspects |
Wealth - Management |
Investment advisors |
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Lingua di pubblicazione |
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Formato |
Materiale a stampa |
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Livello bibliografico |
Monografia |
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Note generali |
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Nota di bibliografia |
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Includes bibliographical references at the end of each chapters and index. |
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Nota di contenuto |
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Cover; Title Page; Copyright; Contents; Preface; Acknowledgments; Part 1 Why You Can Beat the Experts; Chapter 1 Are Experts Trying Too Hard?; Why Do We Rely on Experts?; What Are the Experts' Incentives?; Are Experts Worthless?; The Expert's Hypothesis; Summary; Notes; Chapter 2 Simple Models Typically Beat the Experts; The Evidence Shows...²; A Study of All the Studies; What if Experts Have the Model?; But Investing Is Different, Right?; Why Experts Fail to Beat Models; Summary; Notes; Chapter 3 Experts Are Biased and Overconfident; The Biased Brain; Summary; Notes |
Chapter 4 Experts Tell Us Stories, Not FactsStory-Based Investing; Evidence-Based Investing; The Recap: Why Experts Fail; Why Not Use Models?; Summary; Notes; Part 2 How You Can Beat the Experts; Chapter 5 A Framework for Investment Decisions; Assessing an Advisor is Difficult; The FACTS Framework; We've Got the FACTS: Now What?; Summary; Notes; Chapter 6 A Simple Asset Allocation Model That Works; Asset Allocation; A Simple Asset Allocation Model That Works; But Which Assets Do We Choose?; Summary; Notes; Chapter 7 A Simple |
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Risk Management Model That Works |
A Simple Risk Management Model That WorksHow Does ROBUST Work?; Summary; Risk Management Research (For Geeks Only); Notes; Chapter 8 Simple Security Selection Models That Work; Value Investing; Momentum Investing; A Simple Momentum Model That Works; Combining Value and Momentum; International Stocks; Get `Er Done; Summary; Notes; Chapter 9 The Do-It-Yourself (DIY) Solution; Exploring a Simple Equal-Weight Five Asset Class Model; Enhancing the Ivy 5 Concept; Finish Strong: The Ultimate DIY Solution; Get `Er Done; Notes; Chapter 10 Some Practical Advice |
Three Reasons We Will Not Be a DIY InvestorThree Reasons You Might Fail; But Don't Lose Hope!; Is DIY the Only Solution?; Notes; Appendix: Analysis Legend; About the Companion Website; About the Authors; Index; EULA |
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Sommario/riassunto |
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DIY Financial Advisor: A Simple Solution to Build and Protect Your WealthDIY Financial Advisor is a synopsis of our research findings developed while serving as a consultant and asset manager for family offices. By way of background, a family office is a company, or group of people, who manage the wealth a family has gained over generations. The term 'family office' has an element of cachet, and even mystique, because it is usually associated with the mega-wealthy. However, practically speaking, virtually any family that manages its investments-independent of the size of the investment pool-c |
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