Description
Book Synopsis: The Taxable Investor's Manifesto: Wealth Management Strategies to Last a Lifetime is written for every investor with taxable wealth and every advisor who serves them. The Taxable Investor's Manifesto guides readers through a series of related topics, bringing clarity to complexity with an economy of words, while providing valuable and actionable advice at every turn.
This remarkable book combines the deep industry knowledge of a seasoned practitioner with the communication skills of a leading educator. Author Stuart E. Lucas is the founder and Chief Investment Officer of Wealth Strategist Partners, a firm that advises complex family enterprises, including his own. He also co-founded the University of Chicago’s Private Wealth Management program, now in its fourteenth year.
Most investment books only address pre-tax headline returns, but individuals pay taxes. The incentives and disincentives of our tax system can have a dramatic impact on actual investment time horizons and returns. The Manifesto sensibly folds tax incentives into investment strategy in ways that can add profound value over a lifetime to actual results. It includes guidance on:
- How to keep a greater percentage of your profits with a higher probability of success and less effort
- Why it’s important to manage the intersection of investment, tax and estate planning
- How to compete for better long-term investment returns against tax-exempt investors.
Whether you're a young professional or entrepreneur, a mid-career manager, a senior business executive, or a retiree this book will give you tools to enhance your net worth considerably. If you are an advisor, studying and implementing Lucas's advice will strengthen your business and make your clients happier.
Details
The Taxable Investor's Manifesto: Wealth Management Strategies to Last a Lifetime is the ultimate guide for investors with taxable wealth. Unlike other investment books, this manifesto acknowledges the significant impact taxes have on investment returns. With the insight and expertise of author Stuart E. Lucas, a seasoned practitioner and founder of Wealth Strategist Partners, this book provides actionable advice to maximize profits and minimize taxes. Don't miss out on the valuable strategies that can truly enhance your net worth.
Are you tired of working hard for mediocre investment returns? The Taxable Investor's Manifesto offers a game-changing approach to investment, tax, and estate planning. By understanding the intersection of these three pillars, you can keep a greater percentage of your profits while expending less effort. Imagine the financial freedom and peace of mind that comes from managing your investments in a way that outperforms tax-exempt investors. This book is a must-read for anyone seeking long-term success in wealth management.
Whether you're just starting your career or enjoying the fruits of retirement, The Taxable Investor's Manifesto has something valuable to offer. With its concise and informative format, this book is accessible to readers of all backgrounds. Benefit from the deep industry knowledge of a seasoned practitioner combined with the effective communication skills of a leading educator. Take charge of your financial future and make every investment decision count.
Calling all financial advisors! Implementing Stuart E. Lucas's advice will not only strengthen your business but also bring greater satisfaction to your clients. This remarkable book will equip you with the knowledge and strategies to deliver exceptional results for your clients' taxable wealth. Don't miss the opportunity to enhance your practice and exceed your clients' expectations. Get your copy of The Taxable Investor's Manifesto today and embark on a journey towards unparalleled success.
Click here to grab your copy of The Taxable Investor's Manifesto now and join the ranks of savvy investors who understand the power of strategic wealth management.
Discover More Best Sellers in Business & Finance
Shop Business & Finance
An Elementary Introduction to Mathematical Finance
$87.99


The Diplomat in the Corner Office: Corporate Foreign Policy
$12.27


Money Machine: A Trailblazing American Venture in China
$26.00


Presentation Zen: Simple Ideas on Presentation Design and Delivery (Voices That Matter)
$32.99


Unsupervised: Navigating and Influencing a World Controlled by Powerful New Technologies
$22.10


$32.99


Small Business Management: Launching & Growing Entrepreneurial Ventures
$62.27
