In Uncommon Counsel, investment education and economic thoughts are combined with timeless anecdotes and temporal travails. Along the way, the author opines on numerous subjects in which he takes a keen delight, including Paul Mc Culley’s partnership between democracy and capitalism, Anatole Kaletsky’s Capitalism 4.0, and his own insight into European political squabbling.
The Author started his career in Düsseldorf on a government bond trading desk. He’s worked on the buy and sell sides of Wall Street and has political science and history degrees from the University of Notre Dame and the Ludwig-Maximilians-Universtaet in Munich. Fluent in German and capital markets he switched to the advisor side of the business to develop lasting relationships to help Individuals and their families manage and steward their accumulated wealth.
The Author is most proud of his ability to think creatively about client’s financial situations and come up, on occasion, with suggestions which inspire and transform the conversation and their thinking. At its core, this is the financial planning he loves and pursues in practice.
สารบัญ
Chapter 1: Choosing an Advisor
“Things that Matter”……………………………………………………. 2
“Twenty-Four Questions”……………………………………………. 7
“What’s an advisor? The Investment
Professional-Led, Fee-Only Advisor”…………………………… 9
“What an advisor might not (or shouldn’t!)
be—other types of Financial Consultants”…………………. 16
“Batting ‘Average’”……………………………………………………… 26
“The Business of Wall Street”……………………………………… 29
“Advertising, Fees, & Retirement Accounts”………………. 34
“Conclusion – People’s Lives”……………………………………… 36
Chapter 2: Life Lessons
“Credit Crunch with Cheech and Chong”………………….. 40
“Relationships and Money”……………………………………….. 46
“Three Trips, Three Generations, 12 Ballparks”………….. 49
“Going in the Wrong Direction — is just RIGHT”…………..54
“Penn Station, Plan B & Prospecting”………………………… 56
Chapter 3: Investment Fundamentals
Chapter 4: Intellectual Good Stuff
“Nuggets of Wisdom”………………………………………………. 108
“Millennials and the GI Generation”………………………… 111
“The Value of ‘Deep Knowledge’”…………………………….. 117
“Capitalism 4.0: Birth of a New Economy”……………….. 120
“Democracy & Capitalism – an uneasy marriage”…….. 128
“The Rule of Law – Capitalism’s only Salvation”……….. 131
Chapter 5: Europe
Chapter 6: Gold and Tangible Assets
“Building Wealth with Stocks and Gold”………………….. 158
“Tangible versus Financial Assets”……………………………. 165
“Gold is Timeless Money”………………………………………… 167
Chapter 7: The Future
“Occupy Wall Street’s got it Right”……………………………. 205
“Reconstructing the Social Fabric”…………………………… 208
“Election Day Rant”…………………………………………………. 211
Reading List………………………………………………………………………………. 214
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