Investing Strategies for the High Net-Worth Investor: Maximize Returns on Taxable Portfolios Review

Investing Strategies for the High Net-Worth Investor: Maximize Returns on Taxable Portfolios
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As an investor ...protect yourself by applying the ideas in this book with your financial advisors.
As a financial advisor... protect your reputation with sound, thorough thinking described here.
The text is conversational, easy-to-understand, and straight-forward. You can even chuckle with Mr. Gannon as he irreverently defines the difference between flashy talk and solid results ...in other words, none of us need silly, complicated investments, the silly fees that come with them, and the faux professionals who propose them, no matter how intriguing they sound.
"One thing clients pay us for is to tell them the truth," (p65). Learn the whole truth in this book which is loaded with common sense you should use every day in your decision-making.
After 25 years as a financial advisor, speaker and author, I am grateful for this body of work which shows people who are serious about earning and preserving money, how to succeed. I have given copies to my clients and my colleagues and trust they will hold me to the same standard as Mr. Gannon has delivered to his!
Linda M. Bryant
Co-author 99 Great Answers to Everyone's Investment Questions, Career Press, 1993


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A proven model for achieving high returnson taxable investments

Investing Strategies for the High Net-Worth Investor showcases an investing approach that helps readers understand the unique challenges and opportunities that wealthy families face when building a diversifiedportfolio for multiple generations. Renowned private wealth manager Niall J. Gannon offers a framework for investing in tax friendly asset classes. Readers will gain critical insight for building a solid portfolio.


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