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Title Wall Street potholes : insights from top money managers on avoiding dangerous products / Simon Lack.
Imprint Hoboken, New Jersey : John Wiley & Sons, [2016]


 Internet  Electronic Book    AVAILABLE
Description 1 online resource
Series Online access with DDA: Askews (Economics)
Bibliog. Includes bibliographical references and index.
Note Available only to authorized UTEP users.
Print version record and CIP data provided by publisher; resource not viewed.
Subject Investments.
Portfolio management.
Finance, Personal.
Contents Machine generated contents note: ch. 1 Non-traded REITs: A Security That Shouldn't Exist -- Poor Advice -- Why Not Get a Listing? -- Disingenuous Advice -- Whose Side Is Your Financial Advisor On? -- Where Are the Regulators? -- Overall Returns Are Poor -- Importance of Benchmarking -- Puts and Calls -- Financial Advisors Need to Do Better -- ch. 2 Why Investors Pay Too Much for Yield -- Mysteries of Closed-End Funds -- Investors Can Overpay to Simplify Their Taxes -- HFT Tax -- When Managers Run a Company for Themselves -- Ham Sandwich Test -- If the Prospectus Says You'll Be Ripped Off, It Must Be Legal -- Timing Is Everything -- ch. 3 Why Structured Notes Are Rarely the Best Choice / Kevin Brolley -- Caveat Emptor! -- Structured Note Basics -- Why Buy Structured Notes? -- Heart of the Matter: The Arguments Against -- ch. 4 Update to The Hedge Fund Mirage -- Hedge Funds Remain a Great Business -- Industry Reaction to the Dismal Truth -- Why Hedge Funds Are Still Growing -- Some Accounting Rules Are Dumb -- Politics Drives Asset Flows -- Too Much Capital -- For Once, the Retail Investor Wasn't Duped -- ch. 5 Why Is Wall Street So Inefficient? -- Why Is Finance So Expensive? -- Trading Doesn't Build a Secure Retirement -- Invest Time before Money -- Sex and Investing -- Complexity Sells -- Hidden Costs of Municipal Bonds -- Some Bankers Just Don't Think -- ch. 6 Un-Portfolio and Better Portfolio Management Techniques / Bob Centrella -- Background -- Un-Portfolios and Diversification -- Fees and the Black-Box Models -- Other Examples of Un-Portfolios -- Exchange-Traded Funds -- Mutual Funds and Fees -- Load Funds -- Fiduciary Duty -- Portfolio Management Basics -- Summary and Conclusion -- Bonus Section -- ch. 7 Annuities / Dave Pasi -- Introduction -- What Is an Annuity? -- What Are the Different Types of Annuities? -- Variable Annuities -- Associated Risks -- Other Risks Are Lack of Flexibility -- Variable Annuity Riders -- Illiquidity, or the Lack of Being Able to Get to Your Money -- Evaluation of Returns: Investment Options inside of Variable Annuities -- Fee and Charges -- Options If You Already Own an Annuity -- When Should You Consider Using an Annuity? -- Recent Developments with Annuities -- Savings Bonds: Little-Known Good Deal -- ch. 8 Is the Most Important Professional in Your Life Even a Professional? / John Burke -- My Start as a Broker -- Pressure to Generate Business -- Why You Don't Invest with Borrowed Money -- Has the Industry Made Any Progress? -- Is Financial Advisory a Profession? -- Why You Want a Fiduciary -- More Things to Consider When You Choose Your Advisor -- Better Way to Measure Results -- ch. 9 Putting Investors First -- Future of Finance -- Understand Who Your Advisor Works For -- Really Understand the Fees -- Try Asking These Questions -- What Else Can Be Done? -- Role of CFA Institute -- Bigger Isn't Always Better.
Other Title Print version: Lack, Simon, 1962- Wall Street potholes. Hoboken, New Jersey : John Wiley & Sons, [2016] 9781119093275