The questions every investor should ask before parting with
their hard-earned cash
This book serves as an advocate of the consumer and brings to
light what insiders know about the side of the sales pitches that
consumers don’t, but need to hear. Stop the Investing
Rip-Off reveals the questions every investor should ask during
a financial sales pitch before they pull the trigger and buy the
next mutual fund, stock, advisory service, or other investment
product.
Based on David Loeper’s nearly twenty-five years of experience
of seeing the inner workings of the industry, this updated edition
of his classic book offers new strategies based on the performance
of the stock market over the past two years.
* Sheds light on the oft unseen deceit of the financial services
industry
* An updated and revised edition of the bestselling Stop the
Investing Rip-Off
* Written by David Loeper who is regularly quoted in
Kiplinger’s Money and Investment News and regularity
contributes to Forbes Intelligent Investing
Stop the Investing Rip-Off, Revised and Updated is filled
with advice for investors who want to avoid becoming victims of
smooth talking salespeople and the effective advertising and
marketing campaigns designed to evade reality and prey on your
emotional desires.
Inhoudsopgave
Preface ix
Acknowledgments xix
Chapter 1 Major Brokerage Firms 1
Chapter 2 Investment Advisers 19
Chapter 3 Hybrids–Advisory Services Provided through
Brokerages 27
Chapter 4 Discount Brokers 33
Chapter 5 Financial Planners and Wealth Managers 43
Chapter 6 The Financial Press 49
Chapter 7 The Broadcast Media 55
Chapter 8 Authors, Self-Help Books, and Financial Celebrities
61
Chapter 9 Mutual Funds and ETFs 73
Chapter 10 Insurance Agents (and Insurance Companies)
87
Chapter 11 Your Company-Endorsed Retirement Plan Adviser
119
Chapter 12 Banks and Trust Companies 123
Chapter 13 Software, Web Sites, and Financial Educators
127
Chapter 14 Pitches They All Use to Sacrifice Your Life
139
Chapter 15 Resources to Protect Yourself 161
Conclusion 179
Appendix A The Other Millionaire You Make with 2.5 Percent
Excess Fees 181
Appendix B The Other Millionaire You Make with 1.5 Percent
Excess Fees 185
About the Author 189
Index 191
Over de auteur
David B. Loeper is the CEO of Financeware, Inc. Prior to founding Financeware in 1999, Loeper was Managing Director of Strategic Planning for the retail brokerage division of Wheat First Union and served on the Investment Advisory Committee of the almost $30 billion Virginia Retirement System. Loeper has been active in several industry associations, including the IMCA (Investment Management Consultants Association). He has also been a featured speaker at numerous industry events and often contributes to industry publications, as well as appearing on CNBC, Bloomberg TV, Fox Business, CNN, and Yahoo! Finance Vision.
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