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  • Format: ePub

The next follow-up to two successful books, An Investment Journey III focuses on teaching the risk-averse how to accumulate and preserve wealth-and is chock-full of actionable advice for the hopeful retiree. Author Frederick Wilhelm's third installment follows in the footsteps of his last: a digestible, easy-to-understand how-to book on how to build a successful portfolio. Focusing on the risk-averse investor who values safety over a higher return on their investment, An Investment Journey III zeroes in on the helpful techniques upcoming retirees can use to preserve the nest egg they've…mehr

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Produktbeschreibung
The next follow-up to two successful books, An Investment Journey III focuses on teaching the risk-averse how to accumulate and preserve wealth-and is chock-full of actionable advice for the hopeful retiree. Author Frederick Wilhelm's third installment follows in the footsteps of his last: a digestible, easy-to-understand how-to book on how to build a successful portfolio. Focusing on the risk-averse investor who values safety over a higher return on their investment, An Investment Journey III zeroes in on the helpful techniques upcoming retirees can use to preserve the nest egg they've created while accumulating more wealth in safe and calculated risk taking.

With two and a half decades of wealth management under his belt, Frederick highlights techniques for moderate wealth accumulation as those in their mid-50s approach retirement. He also offers ways to preserve wealth by ensuring that assets keep up with inflation.

An Investment Journey III: A Compendium For Accumulating And Preserving Wealth: Investing For the Risk-averse is the perfect guidebook for those planning for and approaching retirement age. If you're in your early or mid-50s and want to grow and protect your nest egg, this book is for you.


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Autorenporträt
Frederick A. Wilhelm Jr. is a graduate of the U.S. Naval Academy. After serving as a fighter pilot, he received a master's degree in computer science and holds multiple patents in computer engineering. After retiring from the computer industry, Fred received the CFP certificate from the College for Financial Planning.For over 25 years, he has worked in the wealth management industry, being the former founder and CEO of Tecumseh Investment Management. He is currently a founder and chief financial officer for the non-profit Santa Cruz Foundation for the Performing Arts.