What Your Financial Advisor Isn't Telling You: The 10 Essential Truths You Need to Know About Your Money

Liz Davidson

HMH, Jan 5, 2016 - Business & Economics - 256 pages

Protect your money with this “accessible and practical” guide to hiring and working with financial advisors (Publishers Weekly, starred review).
 
Hiring a trained expert to safeguard and grow your wealth seems like a foolproof decision, but it can go awry for many people. You should never blindly trust that your advisor has your best interests at heart—and while there are many benefits to working with a financial pro, there are some things you should know first.
 
Drawing on her insider’s knowledge of how the financial advice profession really works, Liz Davidson shows how to judge whether an advisor is going to help or harm your savings. This no-nonsense guide covers questions such as:
 

• How should you decide if you really need an advisor?
• What financial moves can you make without their help?
• What important questions should you ask before trusting them with your money?
• What are the red flags you should run from?
• What does all their jargon really mean?

 
Learn how to take control of your financial well-being—either with a financial advisor or without one.
 
“This book is mandatory reading for anyone who wants a better understanding of how to manage their money.” —Mary Beth Franklin, InvestmentNews
 
“Valuable tools for managing one’s personal finances for maximum results.” —Publishers Weekly, starred review

What people are saying

LibraryThing Review

User Review  - JenniferStrange - LibraryThing

This refreshingly simple to read and understand financial book takes you from the basic to the slightly more complicated and makes you realize you really don't need to get very complicated when it ...

What Your Financial Advisor Isn't Telling You: The 10 Essential Truths You Need to Know about Your Money

User Review  - Publishers Weekly

Davidson, founder and CEO of Financial Finesse, a financial education company, provides an informative, easy-to-understand guide to what to look for when contemplating financial options. Offering ...

Contents

• 1 Keep Your Money Where You Make Your Money: 1
• Your Best Investment: 25
• 3 Beware of Bogus Advisors: 51
• The BestPerforming Mutual Funds: 76
• Why Your Investment Statement Is Not Entirely Accurate: 98
• 6 Your Life Partner May Be Your Worst Financial Enemy: 115
• 7 Become an Automatic Millionaire Without an Advisors Help: 136
• 8 How to Find the Right Advisor for You: 162
• The Path to Financial and Physical Health: 182
• 10 Follow the Money Trail to a Better Financial Future: 198
• Back Matter: 213
• Back Flap: 237
• Back Cover: 238
• Spine: 239

About the author

Liz Davidson, founder and CEO of Financial Finesse, is one of the nation’s leading financial education experts. She has been profiled in national publications, on radio broadcasts, and on television shows, and maintains a Forbes blog. At twenty-eight, Davidson left a successful career running a hedge fund to establish a financial education firm that would provide the information people need to make sound financial decisions. Today, Financial Finesse is the country’s largest provider of unbiased financial wellness programs. She holds an MBA from the Anderson School of Business at UCLA.

Bibliographic information

• Title: What Your Financial Advisor Isn't Telling You: The 10 Essential Truths You Need to Know About Your Money
• Author: Liz Davidson
• Publisher: HMH, 2016
• ISBN: 0544633342, 9780544633346
• Length: 256 pages
• Subjects: Business & Economics / Industries / Financial Services; Business & Economics / Personal Finance / Investing; Business & Economics / Personal Finance / Money Management; Business & Economics / Personal Finance / Retirement Planning