- COVER
- TITLE PAGE
- FOREWORD
- INTRODUCTION
- ACKNOWLEDGMENTS
- ABOUT THE AUTHOR
- PROLOGUE
- CHAPTER 1: Who’s in Charge of My Wealth, Inc.?
- CHAPTER 2: My Money, Myself
- CHAPTER 3: Are You a Do‐It‐Yourselfer?
- CHAPTER 4: If You Don’t Know Where You’re Going, Any Investment Will Get You There
- CHAPTER 5: If You Don’t Know Who the Sucker Is at the Table, It Might Be You!
- What’s in this alphabet soup?
- How to take charge and avoid being a sucker
- We’ve met the enemy and it’s us!
- You can’t get past that velvet rope
- So why not just go passive, index it all, and be done?
- Timing is everything, whether you choose active or passive
- Insurance against suckerdom
- Does being an accredited investor make you smarter?
- Hear that pitch!
- CHAPTER 6: Resist the Razzle Dazzle: How to Judge the Beauty Contest
- First, level the playing field
- Do you want an apple or an orange?
- When it comes to fees, the fruit basket becomes a huge challenge!
- Confused yet?
- See what’s included in that all‐inclusive package
- Are you my mother?
- A perfect match?
- Candor is a two‐way street
- What about references?
- Did you ever have to finally decide . . . pick up on one advisor and leave the other behind?
- CHAPTER 7: Transparency, or How I Learned to Love Conflicts of Interest
- CHAPTER 8: Courtship Is Usually More Fun Than Marriage
- CHAPTER 9: Can This Marriage Be Saved? When to Fire Your Advisor
- CHAPTER 10: Aging—Grave Concerns
- CHAPTER 11: Born Rich—A Curse or a Blessing?
- Looking at the world through a child’s eyes
- Easy Street has a hidden sinkhole
- When plenty is not enough
- Rearing or ruining your children?
- Teach your children how to fail
- When do we tell the children how much they’ll get?
- Lock up the assets and throw away the key?
- When I grow up I want to be a steward (said no one ever)
- Hey, Mom, why don’t we give more of our money away?
- What does success look like for families of wealth?
- CHAPTER 12: I’m a Robot, and I’m Here to Help
- If you are cool on the idea of an advisor, you may warm up to a robot
- Siri gets serious
- Why waste a human when a robot can do it cheaper?
- Time to turn on autopilot?
- Data of mass destruction
- Can you even spell algorithm?
- AI earns the whole galaxy from Morningstar!
- Humans are so, well, human!
- To err is human, to forgive divine
- Singularity @ your service
- CHAPTER 13: Women with Wallets
- CHAPTER 14: The 10 Principles of Principal
- APPENDIX: Appendix A Special Message for Advisors
- INDEX
- END USER LICENSE AGREEMENT
WEALTH MANAGEMENT UNWRAPPED
REVISED AND EXPANDED
UNWRAP WHAT YOU NEED TO KNOW AND ENJOY THE PRESENT
CHARLOTTE B. BEYER
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