Julio Cacho, Cole Conkling

Close the Gap & Get Your Share (eBook, ePUB)

How Immigrants and Their Families Can Build and Protect Generational Wealth in the US

• Format: ePub

Produktbeschreibung

For immigrants, their descendants, and anyone else looking to learn the unbiased truth about investing, Close the Gap & Get Your Share is a step-by-step guide to generating and passing on wealth in the US. Despite the American Dream's promises of prosperity and security, many immigrants still discover a seemingly insurmountable wealth gap upon their arrival to the United States. From Dr. Julio Cacho, Cole Conkling, and Juan Carlos Herrera, managing directors of Inscription Capital, Close the Gap & Get Your Share is a crucial resource that explains US-based investing in a way that makes sense to immigrants (as well as novice investors) and allows them to attain financial prosperitywithout jeopardizing their families' existing resources. This book does away with the usual Wall Street practice of overcomplicating investment advice in favor of fact-based, straightforward strategies that put the reader's financial well-being first. Drawing on the authors' combined four decades of investment experience, Close the Gap & Get Your Share teaches immigrants and their families how to:

Overcome hidden and unnecessary risks common for immigrants and novice investors

Invest in practice, including how to properly balance risk and return

Recognize and understand behavioral biases and overcome them to achieve long-term financial security For all generations of immigrants and non-immigrants alike motivated to grow their wealth and pass it on, Close the Gap & Get Your Share is a robust guide to closing the ever-growing wealth gap with accessible and distilled financial literacy and strategy.

---

Dieser Download kann aus rechtlichen Gründen nur mit Rechnungsadresse in A, B, BG, CY, CZ, D, DK, EW, E, FIN, F, GR, HR, H, I, LT, L, LR, M, NL, PL, P, R, S, SLO, SK ausgeliefert werden.

Produktdetails

• Verlag: Simon + Schuster LLC
• Seitenzahl: 288
• Erscheinungstermin: 1. August 2023
• Englisch
• ISBN-13: 9781637743959
• Artikelnr.: 67309904

Autorenporträt

Dr. Julio Cacho is the founder and chief investment officer of Quantor Capital, a Houston-based asset manager, and the co-chief investment officer of Inscription Capital, a registered investment advisory firm managing over $1.4 billion. He provides highly personalized financial advice to family offices, financial advisors, bankers, asset managers, institutions, and wealthy individuals on their investment portfolios and financial products. Julio was born in Puebla, Mexico, and after watching many peers and acquaintances fall victim to the common Mexican idiom, "After the third generation, you lose all your money," he dedicated his life to teaching others about generational wealth and effective investment strategies. He has more than twenty years of combined professional and academic experience in financial statistical research, optimal investment selection, and investment risk management. Julio holds a master of finance and doctor of philosophy in investment portfolios from Princeton University. He received a BSC in actuarial science and an MA in economics with highest honors from ITAM in Mexico City.