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
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® (IMCA®).
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