Financial advisers, newspapers, television, and radio reports often qualify information about mutual funds and other investments as “according to Lipper.” They all mean the various Lipper Fund Indices developed by Mike Lipper. Now you can learn, as he has learned, the lessons of creating, managing, and preserving wealth. These lessons are vital for the newly wealthy, the would-be wealthy, the second and third generations of wealth, investment advisers and other wealth managers, and charities and other nonprofits. They come straight from Mike’s own fifty years of experience as an investor and as a member of a family that has spent four generations on Wall Street. Mike’s ideas have direct application to you: - How to measure your wealth. - You as a balance sheet. - You as the single biggest contributor to your satisfaction as an investor. - What kind or kinds of investor personalities describe you. - When and how to use unconventional thinking. - When you should use multiple portfolios. - How to share your wealth with others. There are millions of millionaires in the United States. If you've gotten there, or want to get there, this book will help you answer the question: What now? From the New York Society of Security Analysts Michael Lipper's book is very timely, especially considering the current turbulence in the financial markets. So often these days, many of us get questions about money management from family, friends, and customers. Often these questions come from people who need an analytical structure to respond to what is hitting them with shocking speed. Two of Michael Lipper's statements really hit home. First, is the dangerous failure to think about the “consequences of being wrong.” Second, is “if you do not understand the game, do not play.” This comes from his experience of avoiding Enron after reading its annual report, and being unable to figure out how they got such big earnings out of their balance sheet.” These and other lessons come from a long career in the financial business. Money Wise is filled with explanations and lessons on essential topics such as risk, your personal balance sheet, picking money managers, the dangers in trading, investor psychology, hedge funds, private equity, and investing in new trends. Read this book and give it to those asking questions on how to create and keep wealth. —William A. Hayes

Money Wise: How to Create, Grow, and Preserve Your Wealth

Business & Money

Sease, Douglas R.

Lipper, A. Michael

Investing

St.Martin's Press

“[E]xtremely appealing….[A] book that may help you preserve whatever money you have and think carefully about what you want to do with it.--Paul R. Brown, The New York Times
In These Turbulent Times, Do You Use Your Wealth Wisely?
A. Michael Lipper, the analyst and founder of Lipper Analytical Services, is a lifelong investor and one of the world’s leading authorities on funds. The man whose work is often quoted “according to Lipper,” addresses the growing need to understand how to think about wealth; not only how to invest it, but also how to spend it, and leave it to one’s descendents. Using insights gained from four decades on Wall Street, he shows that wealth is a state of mind as much as the size of a bank account, and gaining wealth and keeping it can be two very different skills. With the wisdom of Mike Lipper’s experience, investors can make sound financial choices for themselves and their heirs.
Topics include:
-How to match your hard and soft assets—your true net worth—with your hard and soft liabilities in a personal balance sheet
-How to put risk to work for you
-How to find the right investment advisors and how to advise them correctly to serve your needs
-How to determine your “investor personality.” Are you an Absolute Investor, a Confident Investor, an Uncertain Investor, a Relative Investor, a Fiduciary Investor, a Bored Investor, a Guilty Investor, a Financial Death-Wish Investor, or a Paralytic Investor?

St. Martin's: Griffin

A comprehensive guidebook for the amateur investor provides unbiased advice on how to build a custom investment plan that will adjust to specific circumstances and needs--without paying a broker.

Winning With The Market: Beat the Traders and Brokers in Good Times and Bad (Wall Street Journal Book)

Economics

Free Press

A lifetime plan for building and maintaining low cost, powerful portfolios, whatever your means and financial goals Winning with the Market simplifies the investment process, freeing investors from the tyranny of so-called experts who promise huge returns on the latest hot stock, junk bond, or costly mutual fund -- a strategy that has brought both financial and emotional strain to many investors in the volatile markets of recent years. Here, Wall Street Journal veteran Douglas Sease presents a systematic way to think about investment over the course of a lifetime, explaining: How to save money for investing Where to make initial investments When to shift the balance of the holdings in your portfolio Why your best strategy is to invest with the market -- in the form of stock-index mutual funds and inflation-indexed Treasury bonds With Sease as a guide, you'll learn how to create a customized portfolio for every stage of your life. He provides nearly two dozen different model portfolios, offering options for a wide range of risk tolerance, income, age, and financial goals. As a journalist who has followed the careers of superstar investors Warren Buffett and Peter Lynch, he recognizes that their achievements lie beyond the reach of most people. With this simple, accessible plan, he makes it possible for ordinary investors to set and reach reasonable goals, making the most of their time and money.

Winning with the Market (Wall Street Journal Book)

Winning With The Market: Beat The Traders And Brokers In Good Times And Bad

Say good-bye to expensive brokers! Forget gambling on their latest "hot stock," or their junk-bond or high-cost mutual funds recommendations. The results can be disastrous. Instead, veteran Wall Street Journal editor and CNBC commentator Douglas R. Sease shows you how to take back control of your money with a simple, safe, yet powerful investment program that can be tailored to your individual needs.  Writing with the solid backing of The Wall Street Journal, Doug Sease reminds us that many financial services providers try to make investing appear mysterious and difficult in order to justify their fees.  You can use a combination of inexpensive, easy-to-purchase investment vehicles -- stock-index mutual funds and inflation-indexed Treasury bonds -- to build a portfolio that will maximize your returns and minimize your risk. Combining a disciplined savings program with an equally disciplined investment program is a virtual guarantee of success. It puts more money into your investments instead of into Wall Street's pockets. Best of all, Sease shows how to make the most of your money at different stages of your working life.   Winning with the Market shows you how to make the most of you rmoney for a lifetime of successful, broker-free investing.

Winning with the Market: Beat the Traders and Brokers in Good Times and Bad

Simon & Schuster Audio

Sound Ideas

A comprehensive investment handbook divided into four sections details why readers should invest 10% of their long-term portfolio into overseas markets, what markets to invest in, and what are the best strategies for overseas investing.

The Wall Street Journal Book of International Investing: Revised Edition

Prestbo, John A.

International

Hyperion

The Wall Street Journal Book of International Investing

See the best price to sell, buy, or rent books by Sease, Douglas R.. BookScouter helps to compare book prices from 25+ online bookstores and 30+ buyback vendors with a single search.

Books by Sease, Douglas R.

See the best price to sell, buy, or rent books by Sease, Douglas R.. BookScouter helps to compare book prices from 25+ online bookstores and 30+ buyback vendors with a single search.

Money Wise: How to Create, Grow, and Preserve Your Wealth

Money Wise: How to Create, Grow, and Preserve Your Wealth

Winning With The Market: Beat the Traders and Brokers in Good Times and Bad (Wall Street Journal Book)

Winning with the Market (Wall Street Journal Book)

Winning with the Market: Beat the Traders and Brokers in Good Times and Bad

Winning With The Market: Beat The Traders And Brokers In Good Times And Bad

The Wall Street Journal Book of International Investing: Revised Edition

The Wall Street Journal Book of International Investing