27 Principles Every Investor Should Know

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Loring Ward, Jul 10, 2019 - 61 pages
4 Reviews
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This is a book that is incredibly valuable for both the individual investor and the investment advisor. These insights are true difference makers in helping people achieve their investment goals. A definite must have for anyone planning for their future. – Eric Clarke, Chief Executive Officer at Orion Advisor Solutions, LLC. 

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These are the 27 principles to follow if you want to be successful at investing. This book is done in a fun, inviting way that any person can understand. I’d recommend to beginning and seasoned investors alike! The content has been compiled in a way where it doesn’t take an advanced degree to follow along, even though there is a lot of research from PhDs embedded in the principles. – Ori Brafman, multiple New York Times bestselling author 

About the author (2019)

Steven J. Atkinson, Managing Director of Advisor Relations at Loring Ward, has been helping investors and advisors become more informed for over 22 years. He has talked with investors from nearly every state and is always on the pursuit of uncovering the latest information and better ways to help families reach their goals. Steve is a Certified Fund Specialist, co-author of The Wealth Solution, and a frequent contributor to Loring Ward's blog. He frequently speaks on behalf of wealth management firms across the country at client educational events. Steve lives in Omaha, Nebraska where he and his wife follow their three daughters as they pursue their soccer dreams.

Dan Roam is the author of five international bestselling books on business-visualization which have been translated into 31 languages. "The Back of the Napkin: Solving Problems with Pictures" was named by Fast Company, The London Times, and Business Week as 'Creativity Book of the Year.' Dan's newest book, "Draw to Win" was just published by Penguin Portfolio, and debuted as the #1 new book on amazon.com in the categories of Business Communications and Sales and Marketing. Dan has helped leaders at Google, Microsoft, Boeing, Gap, IBM, the US Navy, the United States Senate, and the White House solve complex problems with simple pictures. Dan and his whiteboard appear frequently on CNN, MSNBC, ABC, CBS, Fox, and NPR.

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