LEADER 00000cam  2200313 i 4500 
003    DLC 
005    20210107133319.5 
008    200226s2020    njua     b    001 0 eng   
010      2020004855 
020    9781119692034|q(hardback) 
040    DLC|beng|erda|cDLC|dGCmBT|dNjBwBT|dUtOrBLW 
042    pcc 
092    332.6|bLUC 
100 1  Lucas, Stuart E.,|eauthor. 
245 14 The taxable investor's manifesto :|bwealth management 
       strategies to last a lifetime /|cStuart E. Lucas. 
264  1 Hoboken, New Jersey :|bWiley,|c[2020] 
300    xxiv, 144 pages :|billustrations ;|c23 cm 
336    text|btxt|2rdacontent 
337    unmediated|bn|2rdamedia 
338    volume|bnc|2rdacarrier 
504    Includes bibliographical references (pages 129-130) and 
       index. 
520    "It's unusual to have an author in finance who manages his
       own capital in the same way he advises others. Stuart 
       Lucas is a rare breed who has been practicing what he 
       preaches for two decades. The high value advice in this 
       The Taxable Investor's Manifeto (TIM) should be of 
       interest to young earners who are generating positive net 
       cash flow, mid-career managers, business owners, business 
       executives, all the way to family office executives for 
       families with multi-generational wealth. Given the 
       emphasis on taxable financial assets the market is 
       predominantly US-oriented, though the principles discussed
       apply to many tax jurisdictions. In addition to serving 
       taxable investors, TIM creates a path forward for 
       financial advisors who are struggling to rethink their 
       client value proposition. They have found that "beating 
       the market" or "access to alternatives" may justify their 
       fees in the short run but are not viable foundations for 
       long term relationships. Indexing may be solid advice but 
       it's hard to justify the same fees. This approach is 
       better for clients, but it is also can guide advisors out 
       of this bind. This personal finance book is written in a 
       style that is accessible and engaging to anybody with 
       interest and modest familiarity with personal finance. 
       Using extensive footnoting, there are pathways to deeper 
       research for those readers who are interested or who want 
       to confirm the citations' relevance and rigor. The advice 
       is action oriented and implementable"--|cProvided by 
       publisher. 
650  0 Investments. 
650  0 Finance, Personal. 
650  0 Stocks. 
650  0 Portfolio management. 
650  0 Investments|xTaxation.