Forty Years of Investor Mistakes: A Financial Advisor's Guide to Avoiding Pitfalls

Forty Years of Investor Mistakes: A Financial Advisor's Guide to Avoiding Pitfalls

by Bill Riley

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TOOLS TO DEVELOP A LIFELONG INCOME, FREE OF FEAR IN HIS FORTY YEARS AS A FINANCIAL AND RETIREMENT ADVISOR, Bill Riley has seen it all. He has seen his industry neglect the very people it purports to serve. Riley has a better way. And in Forty Years of Investor Mistakes he shares what you need to know now � before it�s too late. Riley wants to spare you the mistakes that he oft en sees among people preparing for retirement � or who already are there. Those mistakes can turn dreams into drudgery, as so many retirees learned so well in recent years, as their proud portfolios dwindled. It didn�t have to be that way. Riley understands how troubling this new phase of life can be, but he also knows you deserve the fulfillment you worked so hard to attain. He has helped countless clients make the most of their savings and develop a lifelong income, free of fear, so they can reach their goals confidently. In fact, it all starts with goals. He does far more than analyze your finances. He gets inside your head. For what purpose did you save that money? Riley focuses first on helping you figure out where you are going with your life � because it�s only when you see that destination that he can best help you get there. Along the way, Riley will make sure you have enough to live well, day by day. With discipline and dedication to fundamentals, he can keep you out of trouble in tough economic ti mes and help you to flourish in the good ti mes. He rallies decades of experience and teamwork to create a retirement plan designed just for you. In Forty Years of Investor Mistakes Bill Riley shows you the better way � the culture of caring, as he calls it. He brings you the kind of retirement planning that will help you to live well, sleep well, and preserve your legacy for generations to come.

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Product Details

BN ID: 2940150478992
Publisher: Advantage Media Group
Publication date: 06/02/2014
Sold by: Barnes & Noble
Format: NOOK Book
Pages: 166
File size: 1 MB

About the Author

WILLIAM RILEY is a 40-year industry veteran, who observed, many years ago, that over time institutional investors typically outperform individual investors while accepting less risk. Prior to co-founding Riley Wealth Management, LLC, Bill held management positions at Merrill Lynch, UBS,
Raymond James, Paine Webber and J.C. Bradford. Bill founded Fort Worth branches for Raymond James and J.C. Bradford. His degrees and designations included a Masters Degree in Business Administration, the Chartered Financial Consultant designation, the Chartered Life Underwriter designation and the Wealth Management Specialist designation. A Fort Worth native, Bill is a TCU
alum and active in many civic and charitable organizations. Bill and his wife, Marsha, now
reside in Colleyville, and they have four grown children and four grandchildren. When he is
not working on portfolios or studying financial markets, Bill can be found on the golf course.

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