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Stop Wasting Your Wealth in Mutual Funds: Separately Managed Accounts—The Smart Alternative
by: Don F. Wilkinson
Are the 95 million Americans invested in mutual funds making a mistake? Will inherent problems in the fund industry keep investors from achieving their goals? "Absolutely," says author and financial expert Don Wilkinson. "Mutual funds are the road kill of American investing."
In Stop Wasting Your Wealth in Mutual Funds, Wilkinson throws passé investment strategy out the window to make room for the reality of a new era. According to Wilkinson, there’s a smart alternative to mutual funds-separately managed accounts, or SMAs.
In this brilliant how-to guide, Wilkinson explains that investors can gain and maintain wealth through a SAM, an individual basket of stocks or bonds. This new handbook shows how the average investor can now open a separate account for as little as $25,000-and have the account managed by a top institutional money manager through the investor’s financial advisor.
Stop Wasting Your Wealth in Mutual Funds proves to mainstream readers that they can invest like the super-rich and reap the myriad benefits of a SAM: reduced taxes, elimination of hidden fees, customized holdings, and potentially improved performance.
Packed with top-notch advice from a financial pro, Stop Wasting Your Wealth in Mutual Funds is the bible for investors seeking superior results with greater control. One of the most useful and thought-provoking investment books published this year.
Highlights in Stop Wasting Your Wealth in Mutual Funds, Don Wilkinson provides:
- Point-by-point comparisons of SMAs to mutual funds, outlining risks, benefits, and returns
- A user-friendly process for opening, customizing, and switching to a separate account from mutual funds
- A comprehensive list of financial advisors for fledgling investors
- Ways to find advisors who handle separate accounts for clients