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Stop the Investing Rip-off:

How to Avoid Being a Victim and Make More Money (Google eBook)
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John Wiley and Sons, May 4, 2009 - Business & Economics - 208 pages

The Investing Rip-Off

How can you tell whether an advisor is conflicted or looking out for your best interests?

What questions should you ask when making important investment decisions?

How can you select investments that avoid needless expenses and risk?

As investors, many of us have put our faith in the financial services industry when it comes to the stewardship of our wealth. Unfortunately, the industry has consistently failed us on this front.

The financial services industry—including banks, brokerages, and insurance companies—is unique among all others. Through effective advertising and marketing, it's been able to evade being painted with the brush other underperforming industries have, and in most cases, their well-designed sales pitch has allowed them to effectively prey on the emotional desires of investors.

Based on author David Loeper's nearly twenty-five years of experience with this industry's inner workings, Stop the Investing Rip-off reveals the real costs of the investments we make, details the false and misleading information sold to us, and discusses the devastating effects they can have on personal wealth. With this book as your guide, you'll gain invaluable insights into the major segments of the financial services industry, how they spin their offerings, and the questions you need to ask before committing any money to a financial product or service you may be interested in.

Filled with in-depth insights and practical advice, Stop the Investing Rip-off sheds much-needed light on the often-unseen aspects of the financial services industry—exposing what?only insiders know—and shows you how to avoid the conflicts of interest that could compromise your financial well-being.

  

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Contents

How to Avoid Being a Victim and Make More Money Chapter 1 Major Brokerage Firms
1
How to Avoid Being a Victim and Make More Money Chapter 2 Investment Advisers
17
How to Avoid Being a Victim and Make More Money Chapter 3 HybridsAdvisory Services Provided through Brokerages
25
How to Avoid Being a Victim and Make More Money Chapter 4 Discount Brokers
31
How to Avoid Being a Victim and Make More Money Chapter 5 Financial Planners Wealth Managers
39
How to Avoid Being a Victim and Make More Money Chapter 6 The Financial Press
45
How to Avoid Being a Victim and Make More Money Chapter 7 The Broadcast Media
51
How to Avoid Being a Victim and Make More Money Chapter 8 Authors SelfHelp Books and Financial Celebrities
57
How to Avoid Being a Victim and Make More Money Chapter 12 Banks and Trust Companies
109
How to Avoid Being a Victim and Make More Money Chapter 13 Software Web Sites and Financial Educators
113
How to Avoid Being a Victim and Make More Money Chapter 14 Pitches They All Use to Sacrifice Your Life
125
How to Avoid Being a Victim and Make More Money Chapter 15 Resources to Protect Yourself
147
How to Avoid Being a Victim and Make More Money Conclusion
163
How to Avoid Being a Victim and Make More Money Appendix A The Other Millionaire You Make with 25 Percent Excess Fees
165
How to Avoid Being a Victim and Make More Money Appendix B The Other Millionaire You Make with 15 Percent Excess Fees
169
How to Avoid Being a Victim and Make More Money About the Author
173

How to Avoid Being a Victim and Make More Money Chapter 9 Mutual Funds and ETFs
69
How to Avoid Being a Victim and Make More Money Chapter 10 Insurance Agents and Insurance Companies
81
How to Avoid Being a Victim and Make More Money Chapter 11 Your CompanyEndorsed Retirement Plan Adviser
105

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About the author (2009)

David B. Loeper is the founder and CEO of Financeware, Inc. He has appeared on CNBC and Bloomberg TV, served on the Investment Advisory Committee of the $30 billion Virginia Retirement System, and was chairman of the Advisory Council for the Investment Management Consultants Association (IMCA). He earned the CIMA® designation (Certified Investment Management Analyst) from Wharton Business School in 1990 in conjunction with IMCA.

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