Cover image for Stop investing like they tell you : the practical guide to overcoming the potentially ruinous flaws in your investment portfolio / Stephen Spicer, CFP.
Title:
Stop investing like they tell you : the practical guide to overcoming the potentially ruinous flaws in your investment portfolio / Stephen Spicer, CFP.
ISBN:
9781683509059
Publication Information:
New York : Morgan James Publishing, [2019]

©2019
Physical Description:
ix, 103 pages : illustrations ; 16 cm
Contents:
Why do you care? -- Market basics -- Modern portfolio theory -- Introduction to alternative investments -- Advanced alts -- Real estate investment trusts -- What's next -- Next step.
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332.6 SPI Book Adult General Collection
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Summary

Summary

Stop Investing Like They Tell You is a practical guide to overcoming the potentially ruinous flaws in an investment portfolio. Advisors, pundits, and academics all parrot the same traditional paradigm of a stock-and-bond-only investment strategy. But what if they're wrong? After operating under the umbrella of a large brokerage firm for over five years, Stephen Spicer came to realize that his personal investment strategy was incongruent with what he was supposed to, or even allowed to, recommend and grew increasingly uncomfortable with the prescribed advice. Unafraid to challenge the traditional paradigms of a broken system, Stephen built Spicer Capital to address his clients' (and his own) investment and financial planning concerns. In Stop Investing Like They Tell You , Stephen Spicer, CFP®, challenges traditional advice and helps investors understand the four most pressing concerns for their portfolio, gain confidence in their investment portfolio, and better protect and grow their life savings no matter what happens.