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The Surprise of Wealth Management

A Private Collection of the Six Greatest Investment Pitfalls and the Insight to Grow Your Money During Accumulation, Through Retirement, and in Legacy

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The Surprise of Wealth Management

Auteur(s): Isabella Tsai
Narrateur(s): Dwight Khulman
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À propos de cet audio

The scope of an investor is largely determined by their experience, be it theoretical or firsthand. With the accumulation of wealth comes an intrinsic attraction to the investment world. This is the next logical step. But with the vastness of the investment arena, how does one invest responsibly?

It is no secret that in order to maximize returns, we must also actively minimize risk. The careful balancing of these two targets tests our character and tolerance far beyond the numbers. To develop as an investor is to think critically and honestly about your wealth. It is to take an analytical step back prioritizing the goals for your family and then systematically working to achieve them. This process calls for perseverance and endurance as you will be met with surprises along the way.

This book is designed to equip you with the experience to identify the myriad of surprises that derail even the best investors. A growth mindset is foundational, but an inquisitive and diligent posture will be transformative. As you commit to growing as an investor, your portfolio will follow suit.

©2022 Isabella Tsai (P)2022 Isabella Tsai
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