I Can Beat the Market: And Other Lies from Financial Professionals

Cfp? Searles · Dan Searles

févr. 2011 · Strategic Book Publishing

À propos de cet e-book

Many people dont understand the role that a financial planner performs. In language a layperson can understand, Dan Searles, CFP(r), demystifies financial concepts and explains how a financial planner can provide insight, expertise and help in making important life-changing decisions. "I wrote this book at the urging of many of my current clients who thought my clear, concise plain English and folksy style would make a complicated, difficult subject fun and interesting." Searles provides clear information on how to choose a financial planner and explains the multiple professional designations in the field. He also explains fees and commissions; provides guidance in making informed decisions on saving for retirement; discusses whether purchasing long-term care insurance is the right decision; and demystifies the various types of life insurance by dispelling common misperceptions. I Can Beat the Market: And Other Lies From Financial Professionals is must-have reading, especially in todays economy.

À propos de l'auteur

Dan Searles, CFP(r), drew on 29 years experience working in the financial planning field to write his first book. He co-owns Medallion Financial Group with his Partners John and Laura Stohlman. Together they manage over $200,000,000 of client assets. He has written a syndicated column for many years called "Senior Money Matters." After graduating from Towson University in Towson, Maryland, Searles played semi-pro football for two years with the Baltimore Warriors and the Frederick Falcons. He is a published singer/songwriter whose songs have received international radio play. The author lives in Gaithersburg, Maryland, with his wife, Eydie, and their three children.