How to Read Financial Peace of Mind: A Busy Person’s Guide to Investing Confidently Kindle
This book is for those who are trying to understand how to invest wisely.Maybe you have a 401(k) at work but don’t have a clue as to what investment decisions to make. Or you have a 529 plan for your infant daughter because you want her to have a great future, but you don’t know what to do with it. Perhaps you have a widowed mother who had a joint investment account with her deceased husband, and you don’t know how to help. These are but a few examples that require some form of investment knowledge.As a Registered Investment Advisor and the President of Encompass Advisors, Jon Green has seen it all. In Financial Peace of Mind, you won’t find complicated spreadsheet formulas or oft-repeated definitions. Instead, this book seeks to boil down over 40 years of experience in investing, financial planning, and retirement planning into an easy-to-read guide. In this brief but precise book, you’ll learn about concepts like:The difference between an advisor and a Registered Investment Advisor (RIA) – and why that matters.The reality of risk management and how to think about your relationship with money.An in-depth look at hidden fees and expenses. Jon Green strives to achieve our clients’ return objective with the least amount of risk that minimizes the potential loss of capital in any market environment. With this book, he hopes to help you, the investor, to better plan and make financial decisions.
