Overview

"After more than forty years helping America's wealthiest families preserve, protect, and grow their wealth, Robert S. Olsen, CFP, CPA, is giving everyone access to his unique method, process, and tools. In this age of overwhelm, it helps to have not only a clear path but a customizable tool for making all the decisions anyone wanting a solid financial future must make. Investing Essentials: How to Make Extraordinary Investment Decisions Using Your Own Unique Investment Filtering Scorecard is that tool. It is not a ""how-to"" book on one strategy or product but rather encourages the reader to ""play along"" using a tool called The Investment Scorecard for which there is no one right or wrong answer. With Investing Essentials, Robert guides readers through a process to determine exactly how to invest their personal money in ways that are consistent with their own personality and how they actually see the world. It also provides the reader with a tool if they should choose to work with a trusted professional advisor on building and protecting their wealth. Robert actually uses The Investment Scorecard with his private clients and with his new book, investors everywhere can gain access to the same clarity and confidence that his private clients experience."

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9781977222213

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