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The Taxable Investor's Manifesto: Wealth Management Strategies to Last a Lifetime
Barnes and Noble
The Taxable Investor's Manifesto: Wealth Management Strategies to Last a Lifetime
Current price: $12.99
Barnes and Noble
The Taxable Investor's Manifesto: Wealth Management Strategies to Last a Lifetime
Current price: $12.99
Size: Audiobook
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This remarkable book combines the deep industry knowledge of a seasoned practitioner with the communication skills of a leading educator. Author Stuart E. Lucas is the founder and Chief Investment Officer of Wealth Strategist Partners, a firm that advises complex family enterprises, including his own. He also co-founded the University of Chicago’s Private Wealth Management program, now in its fourteenth year.
Most investment books only address pre-tax headline returns, but individuals pay taxes. The incentives and disincentives of our tax system can have a dramatic impact on actual investment time horizons and returns. The
sensibly folds tax incentives into investment strategy in ways that can add profound value over a lifetime to actual results. It includes guidance on:
Whether you're a young professional or entrepreneur, a mid-career manager, a senior business executive, or a retiree this book will give you tools to enhance your net worth considerably. If you are an advisor, studying and implementing Lucas's advice will strengthen your business and make your clients happier.