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Investment版 - A practical handbook about managing one's money
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相关话题的讨论汇总
话题: money话题: managing话题: financial话题: interview话题: handbook
进入Investment版参与讨论
1 (共1页)
m**i
发帖数: 394
1
How to Interview A Financial Advisor:
http://books.piaw.net/finance/
a*p
发帖数: 209
2
If you don't have a 5M+ net wealth, the best way to interview a FA is no
interview at all IMHO.

【在 m**i 的大作中提到】
: How to Interview A Financial Advisor:
: http://books.piaw.net/finance/

M*********l
发帖数: 214
3
who are the consistent best fund managers to manage personal retirement
money?

【在 m**i 的大作中提到】
: How to Interview A Financial Advisor:
: http://books.piaw.net/finance/

m**i
发帖数: 394
4
If you could share your experiences or give advice, that must be valuable.
It is a personal choice about how much effort, like time or money, one is
willing to spend to manage one's own money. Some people may not do anything,
and they live happy. That is completely fine.
But, if someone wants to put some effort on it or thinks about it from time
to time, this books gives some basic knowledge about managing one's own
money. I know the title is a little misleading, but think what is behind. :P
The sum wealth is a very tricky part.
For really super rich people, even the market goes bad, they can still be
rich. They still owns goog, fb, walmart..., and they have tens of lawyers
and financial advisers work for them. And that is how people on the wall
street are rich too.

【在 a*p 的大作中提到】
: If you don't have a 5M+ net wealth, the best way to interview a FA is no
: interview at all IMHO.

m**i
发帖数: 394
5
It really depends on your own personality.
According to reading the book and my personal experiences, there are two
options:
1. vanguard retired fund. If you are confident, rational most of time, you
don't need any adviser at all.
2. wealthfront. You pay 1/4 of what you pay for the financial adviser, but
you get the best optimal automatic setup and some other features too.

【在 M*********l 的大作中提到】
: who are the consistent best fund managers to manage personal retirement
: money?

1 (共1页)
进入Investment版参与讨论
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相关话题的讨论汇总
话题: money话题: managing话题: financial话题: interview话题: handbook