Title Details

Stop the Investing Rip-off: How to Avoid Being a Victim and Make More Money
Buy Rights Online Buy Rights

Rights Contact Login For More Details

  • Wiley

More About This Title Stop the Investing Rip-off: How to Avoid Being a Victim and Make More Money

  • English

English

David B. Loeper is the founder and CEO of Financeware, Inc. He has appeared on CNBC and Bloomberg TV, served on the Investment Advisory Committee of the $30 billion Virginia Retirement System, and was chairman of the Advisory Council for the Investment Management Consultants Association (IMCA). He earned the CIMA® designation (Certified Investment Management Analyst) from Wharton Business School in 1990 in conjunction with IMCA.
  • English

English

Preface.

Acknowledgements.

Chapter 1 Major Brokerages Firms.

Chapter 2 Investment Advisers.

Chapter 3 Hybrids- Advisory Services Provided Through Brokerages.

Chapter 4 Discount Brokers.

Chapter 5 Financial Planners, Wealth Managers.

Chapter 6 The Financial Press.

Chapter 7 The Broadcast Media.

Chapter 8 Authors, Self Help Books, and Financial Celebrities.

Chapter 9 Mutual Funds and ETFs.

Chapter 10 Insurance Agents (and Insurance Companies).

Chapter 11 Your Company-Endorsed Retirement Plan Advisor.

Chapter 12 Banks and Trust Companies.

Chapter 13 Software, Web Sites, and Financial Educators.

Chapter 14 Pitches They All Use to Sacrifice Your Life.

Chapter 15 Resources to Protect Yourself.

Conclusion.

Appendix A The Other Millionaire You Make with 2.5 Percent Excess Fees.

Appendix B: The Other Millionaire You Make with 1.5 Percent Excess Fees.

About the Author.

Index.

loading