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THE HOUSEHOLD ENDOWMENT MODEL IBD

THE HOUSEHOLD ENDOWMENT MODEL
11 / 2019
9781544502359
Inglês

Sinopse

Your wealth should not live and die with the downturns and upticks of the stock market.But if your advisor stuck you with a prehistoric investment model of stocks and bonds, your heart drops&mdash,along with your portfolio value&mdash,any time the market takes a tumble. You&rsquo,re ready to escape the volatility and mitigate the risk in your portfolio, but you&rsquo,re not sure where to turn. Everywhere you look, it&rsquo,s the same approach packaged differently.In The Household Endowment Model, Vince Annable shares a comprehensive solution to protecting your wealth. In part one, he walks you through how to design a portfolio that utilizes alternative investments like real estate, private equity, and venture capital. Since these assets don&rsquo,t move in sync with the stock market, you get improved stability and none of the volatility. Once your portfolio is stabilized, Vince dives into every aspect of holistic wealth management: tax planning, estate and business planning, asset protection, charitable giving, and more.When the work is done, you&rsquo,ll enjoy the SWAN effect and sleep well at night.