Low Risk Rules - Saab, Geoff

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Résumé :
You can't build wealth without risk. But protecting it is a different matter. Congratulations, you've made it! You risked it all, and now you're reaping the rewards of all your hard work. New investment opportunities are coming at you from all directions, with promises of high returns and big rewards. It seems like you can't lose. Or can you? Before you dive in, take a breath. The high-risk, high-reward mindset may have brought your entrepreneurial ambitions to fruition, but when it comes to building and sustaining the legacy of your wealth, that no-holds-barred approach can make for an unpleasant-and unnecessary-crash and burn. Let cooler heads prevail. In Low Risk Rules, wealth manager Geoff Saab delivers a manifesto against expensive, complex, illiquid investments being marketed and sold to unsuspecting clients, and makes the case for high-net-worth and family investors to embrace a back-to-basics approach to wealth management. In this call to arms for rational, purpose-driven investing and management, he empowers you to take charge of your wealth by ignoring the noise of financial markets. You'll learn to cultivate an investment mindset based on simple, tested, and clear strategies that support investor conviction and that have been shown, time after time, to increase the odds of long-term success. Informed by research proving that a low-risk approach generates superior investment returns over time, this approach will empower you to create a more meaningful life that enriches those around you. Releasing yourself from the futility of chasing ever-higher returns, you'll make room for more wealth, managed with intention. Ultimately, you'll discover that your material success is not the end of your story. It's the beginning.

Biographie:
Geoff Saab is a wealth manager who has held various positions in tax, estate planning, and insurance, and now serves clients as a portfolio manager within an investment counsel firm. He spent over a decade working in a single family office, advocating directly on behalf of his clients. With his unique experience of working as both a wealth management industry insider and outsider, he has gained a deep understanding of how the industry works (and doesn't work) for clients. geoffsaab.com