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  • Format: ePub

No matter your profession, one day, a reconciliation of the lifelong investment decisions you have made will take precedence over everything else. This reflection will trigger the mandate for a full assessment of where you stand, while also illuminating the importance of developing a plan for your future. For many people, this thought evokes a fear and anxiety that they're not properly prepared, unleashing the two forces that are the worst enemy of personal finance success. Your challenge is no longer simply picking investments hoping solely for growth-but rather building a total-return,…mehr

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Produktbeschreibung
No matter your profession, one day, a reconciliation of the lifelong investment decisions you have made will take precedence over everything else. This reflection will trigger the mandate for a full assessment of where you stand, while also illuminating the importance of developing a plan for your future. For many people, this thought evokes a fear and anxiety that they're not properly prepared, unleashing the two forces that are the worst enemy of personal finance success. Your challenge is no longer simply picking investments hoping solely for growth-but rather building a total-return, risk-adjusted withdrawal investment strategy founded on 'playing defense first.' What you need is guidance and a 'LifePlan' to get you to and through investing for retirement with peace of mind, and in The Seven Keys to Investing Success, P.J. DiNuzzo delivers on both counts. He brings the collective wisdom of world-class institutional investment strategies down to a personal level. With these seven keys in hand, you'll be empowered to make smart money choices to live your best life.

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Autorenporträt
P.J. DINUZZO is the president and chief investment officer of DiNuzzo Index Advisors, Inc., which has over 2,500 accounts and $760M (AUM, as of 11/29/2019). P.J. was one of the first three hundred fiduciary standard advisors in the country and one of the first one hundred advisors to be approved by Dimensional Fund Advisors (DFA). P.J. is a much sought-after speaker who has appeared on Oprah & Friends on XM Radio, and on CNBC-TV's Power Lunch. With this book, P.J. desires to share his passion with the reader, and the time-honored strategies he has utilized while collaborating with and guiding his "family of clients" over the past four decades.