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Moneychangers of Wall Street: What Your Stockbroker Doesn't Want You to Know

Moneychangers of Wall Street: What Your Stockbroker Doesn't Want You to Know

          
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About the Book

H. Grant Perry, ChFC, (Chartered Financial Consultant(TM)) is the founder and principal of Pinehurst Capital, Inc., based in Pinehurst, North Carolina. Grant has been cited in numerous publications for his knowledge on retirement and estate planning. For over 33 years, Grant has specialized in working with retirees and pre-retirees in developing investment, income and estate plans. In his first book, Grant covers the benefit of working with a fiduciary rather than a stockbroker. He teaches you how to ask the right questions of your financial advisor, to discover hidden fees, and lessen your risks with your investments. It's your retirement, make sure that you are getting what you need from a person you can trust. Excerpt: "So, what does an extra percent or two mean to someone who is retiring? Consider the case of one retired couple who love to take annual trips to Maine in their RV. If they are paying fees of 2-3 percent on their portfolio of a million dollars, that's $20,000 to $30,000 a year! It sounds much more onerous when you convert percentages to dollars and cents, doesn't it? If an independent fiduciary advisor can cut those fees in half, it gives the investor an extra $10,000 to $15,000 in traveling money each year. Money that was just falling through the cracks before. Imagine the things they can do with that much extra money besides travel. They can plow the savings back into their investment accounts. They can help with their grandchildren's education..."
About the Author: H. Grant Perry, Chartered Financial Consultant(TM) (ChFC), is the founder and principal of Pinehurst Capital, Inc., based in Pinehurst, North Carolina. Grant has been cited in numerous publications for his knowledge of retirement and estate planning, including the Carolina Business Journal. He has lectured on the topics of business and finance at Methodist University's Center for Entrepreneurship and Business Succession Financial Network, and was the original finance columnist for Up & Coming magazine. Born and raised in Spring Lake, North Carolina, Grant is a longtime resident of Moore County and resides in the Village of Pinehurst. He is an avid sportsman and is the founder of The Sandhills Sporting Society(TM), an organization of fellow golfers and sporting enthusiasts that is open to men and women alike. Grant is also an elder, chairman of the finance ministry and member of the endowment committee at Community Presbyterian Church in Pinehurst.


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Product Details
  • ISBN-13: 9781540567437
  • Publisher: Createspace Independent Publishing Platform
  • Publisher Imprint: Createspace Independent Publishing Platform
  • Height: 229 mm
  • No of Pages: 132
  • Series Title: English
  • Sub Title: What Your Stockbroker Doesn't Want You to Know
  • Width: 152 mm
  • ISBN-10: 1540567435
  • Publisher Date: 22 Dec 2016
  • Binding: Paperback
  • Language: English
  • Returnable: N
  • Spine Width: 7 mm
  • Weight: 186 gr


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