Inside Information:
An Industry Veteran Shares His Secrets
An award-winning wealth manager with twenty-five years of experience and over $100 Million in assets under management talks about what works and what doesn’t on Wall Street.
Ted Kerr’s new book, Taking Stock, exposes why you may be frustrated that the most common investing strategies often don’t seem to work. But he doesn’t stop there–he shares eight strategic advantages you can leverage to try and maximize the growth in your investment portfolio.
Chapter 1. Decrease Expenses, Increase Returns
You Can Beat Index-Based Investments at Their Own Game by Reducing Fund Expenses to Zero
Chapter 2. Take Control of Taxes
Taxes Can Have a Far Greater Impact on Returns Than Investment Expenses
Chapter 3. Increasing Adviser Confidence
Confidence Is Essential for Advisers to Do Their Jobs Effectively
Chapter 4. Increasing Investor Confidence
Most Investors Have No Idea What They Own, and That’s a Problem
Chapter 5. The Importance of Intentional Ignorance in Today’s World
The World Today Produces a Staggering Amount of Information, and 99% of It Is Meaningless
Chapter 6. Avoid and Ignore Bubbles
The Stock Market Is a Bubble-Making Machine. Avoiding and Ignoring Are Key Abilities to Develop
Chapter 7. Focus on ROI, Not RTS
The Hard Truth about Returns and the Product Sponsors Who Generate Them
Chapter 8. Support Your Values
Investors Care about Returns, but They Also Care about What They Care About
You can get a complimentary copy of the digital version now by clicking the button below. Hurry, because this offer will expire when the paperback version is launched soon.
ISBN: 978-0-9974204-7-0
Retail Price: $12.99