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Wealth Management Unwrapped, Revised and Expanded


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Table of Contents

Foreword xiii

Introduction xv

Acknowledgments xvii

About the Author xix

Prologue xxi

Chapter 1: Who's in Charge of My Wealth, Inc.? 1

Chapter 2: My Money, Myself 9

Chapter 3: Are You a Do-It-Yourselfer? 17

Chapter 4: If You Don't Know Where You're Going, Any Investment Will Get You There 27

Chapter 5: If You Don't Know Who the Sucker Is at the Table, It Might Be You! 37

Chapter 6: Resist the Razzle Dazzle: How to Judge the Beauty Contest 45

Chapter 7: Transparency, or How I Learned to Love Conflicts of Interest 53

Chapter 8: Courtship Is Usually More Fun Than Marriage 63

Chapter 9: Can This Marriage Be Saved? When to Fire Your Advisor 73

Chapter 10: Aging-Grave Concerns 83

Chapter 11: Born Rich-A Curse or a Blessing? 93

Chapter 12: I'm a Robot, and I'm Here to Help 105

Chapter 13: Women with Wallets 117

Chapter 14: The 10 Principles of Principal 131

Appendix 135

Endnotes 149

Index 169

About the Author

CHARLOTTE B. BEYER is founder of the Institute for Private Investors (IPI) and co-creator of the first Private Wealth Management curriculum for investors at The Wharton School of the University of Pennsylvania. An Aresty Fellow at Wharton, Beyer is also the recipient of the Lifetime Achievement Award from Family Wealth Report and the J. Richard Joyner Wealth Management Impact award from the Investment Management Consultants Association (R) (IMCA (R)).

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