Investment Management

Our fast-paced world prioritizes the productive busybody—financial security always seems to rule over the insatiable hankering for a Friday night splurge. However, Jamila Souffrant argues that you can in fact spend and save responsibly, all while enjoying that extra side of guacamole.

This audiobook will provide a better understanding of your investment decisions. But, we all cannot be do-it-yourselfers. Advisors serve as an important resource for consumers when they are both capable and understand their duty to serve you, the customer, first. To complement their moral station, they must have the skills to deliver appropriate advice. The book, much like the company Steve founded, will simplify standards for consumers and audit advisors to those standards.

Are you ready to achieve consistent trading profits and overcome the pitfalls that hold so many traders back? Mastering Consistent Trading Profits: Avoid These Common Mistakes is your essential guide to developing the discipline and skills needed for long-term success in the markets. Ideal for both beginners and intermediate traders, this book provides actionable insights and strategies for improving trading performance, all while highlighting the most common mistakes traders make—and how to avoid them. Inside, you’ll discover how to: Build a solid trading plan tailored to your unique ...

Dive into the enthralling world of financial mastery with "Market Mastery," your new go-to resource for navigating the intricacies of market analysis. Whether you're a seasoned investor seeking to refine your strategy or a novice keen on understanding the forces that drive financial markets, this compelling eBook delivers comprehensive insights that transcend the ordinary. Embark on a profound learning journey, beginning with the Foundations of Market Analysis. Uncover how market psychology and historical trends play crucial roles in shaping investment strategies. Gain the ability to ...

Multifamily real estate investing can be a great way to build wealth. By investing in multifamily properties, you can generate rental income and reap the benefits of appreciation. Additionally, multifamily properties tend to be less volatile than other types of real estate, making them a more stable investment. Of course, like any type of investing, there are risks involved. But with careful research and due diligence, you can minimize those risks and maximize your chances for success. If you're looking for a lucrative and exciting investment opportunity, multifamily real estate could be ...

"Conquer the Series 65 Exam: Study Guide for the Investment Advisers Law Exam" is your comprehensive resource for mastering the essential knowledge required to pass the Series 65 exam. This study guide covers all key topics, including investment strategies, portfolio management, ethics, and legal guidelines. Designed for aspiring investment advisers, this guide offers clear explanations, practical examples, and expert insights to help you understand complex concepts and apply them effectively. The book is structured to facilitate efficient learning, with each chapter dedicated to a specific...

Timeless Wealth: Traditional Investment Strategies for the Modern Professional is a groundbreaking financial guide designed specifically for today’s young professionals and middle-class individuals seeking lasting financial security and independence. With a fresh perspective on age-old investment principles, this book bridges the gap between time-tested strategies and the modern financial landscape—empowering readers to build enduring wealth rooted in values, resilience, and informed decision-making. The book begins by redefining wealth in the 21st century—not merely as an ...

Endless regulations. Unrelenting scrutiny. In the high-stakes world of Anti-Money Laundering, success demands more than compliance - it requires strategy. BSA Officers and AML professionals face an ever-changing landscape of regulations, audits, and enforcement actions. With the weight of compliance resting on their shoulders, they must navigate complex laws, satisfy leadership demands, and protect their institutions from financial crimes - all while staying ahead of ever-evolving threats. Without a structured approach, the pressure can be overwhelming, leaving many compliance teams ...

It's all hands on deck for a cross-functional team of executives and engineers to develop a modern automated governance process that satisfies regulators without slowing the company's ability to meet customer demands and compete in the market. In the vein of bestselling titles The Phoenix Project and The Unicorn Project, Investments Unlimited helps organizations radically rethink how they handle audit, compliance, and security for their software systems.

Asset allocation is the key to investing performance. Unfortunately, no single approach works perfectly - developing the right balance requires a clear-eyed look at the many models available to you, various investing methodologies, and your or your client's level of risk tolerance. And that's where this important guide comes in. Written by a leading allocation expert from T. Rowe Price, Beyond Diversification provides the knowledge, insights, and approaches you need to make the best allocation decisions for your goals.

The internet is filled with information about real estate investing, but what exactly is it? Real estate investing involves buying property for investment purposes rather than personal use. In the beginning stages of your journey as a real estate investor you will need to be patient and do your research before making any big moves. You should make sure that you’re ready to handle anything that might come up along the way; from dealing with tenants to financing properties or finding out where land is zoned for development – There are many different aspects of being an effective, ...

When it comes to taxes, it’s not about how much money you make, but how much money you actually keep. Are you tired of working hard all year, just to lose the largest chunk of that money to the IRS? Believe it or not, the US tax system is filled with loopholes designed specifically to benefit real estate investors just like you. In this comprehensive follow-up to The Book on Tax Strategies, best-selling authors and CPAs Amanda Han and Matthew MacFarland bring you more strategies to slash your taxes and turn your real estate investments into a tax-saving machine.

This ebook offers advanced insights into managing an investment portfolio with strategies focused on risk mitigation, portfolio rebalancing, and adapting to changing market cycles. Ideal for experienced investors, it covers techniques like options trading, diversification, and tactical asset allocation. Learn how to track performance using key financial metrics, hedge against market downturns, and maintain a balanced, growth-oriented portfolio to meet your long-term financial goals.

From the nuts and bolts of managing money to the deep psychological and even spiritual meaning it has in our lives, this personal-finance audiobook shows everyone, even complete novices, how to take control of their money.

Conoce bien las alternativas para escoger la mejor manera de hacer que tu dinero produzca de acuerdo con cuánto riesgo quieras asumir, cuánto te quieras clavar en el tema y cuánto le puedas dedicar, para que vayas construyendo riqueza real y no accidental. Pequeño Cerdo Capitalista ha alcanzado los 100.000 ejemplares en sólo un año y medio. Después del impactante éxito editorial de Pequeño Cerdo Capitalista, Sofía Macías presenta este libro que te hará ver el dinero desde otra perspectiva.

Unlock your potential in the stock market with "Mastering Stock Trading." This comprehensive ebook provides aspiring traders with essential knowledge and practical strategies for successful trading. Explore different trading styles, learn to develop your trading strategy, and master risk management techniques to protect your capital. Additionally, delve into the psychological aspects of trading to cultivate a resilient mindset. Whether you're a beginner or looking to refine your skills, this guide offers valuable insights to help you navigate the complexities of stock trading confidently.

Historically, women of color have been shut out of the wealth-building game. Cassandra Cummings has made it her mission to change that by creating a vibrant and successful online community of more than 100,000 women investors. In her new book, Cassandra brings the powerful lessons of their achievements to you.

What if there were a way to cut through all the financial mumbo-jumbo? Wouldn't it be great if someone could really explain to us - in plain and simple English - the basics we must know about investing in order to insure our financial freedom? At last, here's good news.

Discretion, secrecy, and subtle strategy were the weapons of choice at Wall Street investment bank Lazard Frères & Co. For more than a century, the mystique and reputation of the "Great Men" who worked there allowed the firm to garner unimaginable profits, social cachet, and outsized influence in the halls of power. But in the mid-1980s, their titanic egos started getting in the way, and the Great Men of Lazard jeopardized all they had built.

55 Great Ways to Increase Your Income is a practical guide to getting paid more and earning extra cash on the side. It provides a comprehensive overview of the various strategies, both short-term and long-term, which can be utilized to increase your income. Each strategy is backed up with real-life examples, making this an ideal resource for anyone looking to make more money right now.