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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| Autore: |
Gray Wesley R.
|
| 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
|
| Pubblicazione: | Hoboken, New Jersey : , : Wiley, , 2015 |
| ©2015 | |
| Edizione: | 1st edition |
| Descrizione fisica: | 1 online resource (224 p.) |
| Disciplina: | 332.024 |
| Soggetto topico: | Portfolio management |
| Families - Economic aspects | |
| Wealth - Management | |
| Investment advisors | |
| Persona (resp. second.): | VogelJack R. <1983-> |
| FoulkeDavid P. <1966-> | |
| Note generali: | Includes index. |
| Nota di bibliografia: | Includes bibliographical references at the end of each chapters and index. |
| Nota di contenuto: | 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 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 | |
| Sommario/riassunto: | 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 |
| Altri titoli varianti: | Do it yourself financial advisor |
| Titolo autorizzato: | DIY financial advisor |
| ISBN: | 1-119-12490-5 |
| 1-119-12491-3 | |
| Formato: | Materiale a stampa  |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione: | Inglese |
| Record Nr.: | 9910814296203321 |
| Lo trovi qui: | Univ. Federico II |
| Opac: | Controlla la disponibilità qui |
Serie:
Wiley finance series.