Dad of Divas' Reviews: Book Review - The Affluent Investor

Tuesday, February 19, 2013

Book Review - The Affluent Investor

About the Book
Newcomers to financial investment can find dozens of advice books written especially for them, but this brand-new title is a book with a difference. It speaks directly to you--if you're an investor with a portfolio worth $100,000 or more. The well-known investment advisor and bestselling author Phil DeMuth addresses the bread-and-butter issues facing that underserved segment of the equities investment community. He will tell you--

  • How to custom tailor your asset allocation to your personal circumstances
  • How to capture the recognized outperforming market anomalies in your portfolio
  • How to keep what you've got and avoid Wall street's wealth extraction machine

Author DeMuth also passes along some invaluable retirement investing advice learned from Warren Buffett, and he explains the primary asset protection and tax minimization strategies that work for those in the high-net-worth bracket. Here are investment strategies for the affluent, as well as for those who are approaching affluence and are trying to take that big step forward.

My Take on the Book
What I loved about this book was that the author brings together so much information and so few pages in regards to putting together a plan for your investment strategy that just makes sense. While I have tried to be a good investor in the past I tend to piecemeal my efforts trying to put a little here and a little there, but I never feel like it is a concerted approach in one direction. This book gave me some great ideas that will allow me to be able to be better situated for the future, and gives me peace of mind that what I'm doing with my money and how I can prepare myself to be able to invest smarter in the future. This was a well-written book and for anyone that is looking to make wiser investment choices for themselves or for their families, this book is definitely one to feed and share with others.

All opinions expressed in this review are my own and not influenced in any way by the company.  Any product claim, statistic, quote or other representation about a product or service should be verified with the manufacturer or provider. Please refer to this site's Disclaimer  for more information. I have been compensated or given a product free of charge, but that does not impact my views or opinions.

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