IT’S ABOUT MORE THAN THE MONEY: INVESTMENT WISDOM FOR BUILDING A BETTER LIFE
Book ID/图书代码： 10590010B36318
English Summary/英文概要： In It’s About More Than the Money, award-winning financial advisor Saly A. Glassman shows you how to regain control over your financial life–and stay in control. Glassman brings together 21 fundamental investment principles, illuminates them with actual investor experiences, and guides you through putting each one to work. Drawing on everything she’s learned working with a broad cross-section of investors, Glassman teaches you how to plan your finances strategically, place money in broader context, and make your most important dreams a reality.
You’ll focus on what you can control and let go of what you can’t…apply investment rules that work…recognize when to do nothing…assess your progress objectively, and much more. Glassman also helps you decide whether you need professional advice–and, if you do, she shows how to find an advisor who will add real value. Packed with insightful investor stories, this book will help you make wiser, better financial decisions–whatever your goals, whatever your age, and whatever the economy does next.
Chinese Summary/中文概要： 自2004年起，作者便名列全美百大最佳投資理財顧問 + 美國前三大理財女性顧問《100 Top Best Financial Advisors》《Top three of the Women’s Financial Advisors》；她並是1980年代初期，首位提倡為客戶提供「總體理財規劃」的少數理財顧問
出身美林證券，採行「以客戶為導向」“client-focused brand”的理財方法，全方位地將客戶退休後的生活一併考量在為客戶量身打造的理財規劃之中
作者在協助客戶投資理財之餘，更堅信人生的財富應該要包含人與所處環境的健康。因此她還成立了健身中心，幫助客戶提升生活品質與身心健康
資深理財天后Glassman憑藉其多年對財富管理客戶的理財諮詢資歷，透露投資人在進行理財規劃時，該了然於心的21條守則。
Glassman的理財服務對象涵蓋不同財富階層客戶，所提建議包含如何透過投資逐步完成自己的夢想；以及在投資過程中，投資人什麼時候該耐心以待，什麼時後反而該什麼都不做，選擇放手；以及如何為自己找到可以真正帶來附加價值的理財顧問。
本書內容搭配許多充滿啟發性的投資理財故事。不論讀者的理財目標為何、無論投資年紀大小、景氣環境如何變化，Glassman將讓她的讀者做出比以往更明智的投資決策。(KC)
Awards/获奖情况：Review
“Concise, realistic, and very readable, this book opens up the complex world of financial investing and provides a useful guide that first-time investors can and should utilize.”---出版人週刊Publishers Weekly (出版人週刊： 一針見血、可讀性高、切合實際所需。這本書打開複雜投資世界的大門，是投資新手的最佳入門書。)
“It’s About More Than the Money is a book for our times. Now more than ever, people are looking for financial advisors who can help them plan a secure future for their families and keep their dreams on track. Glassman captures the essence of this critical relationship–describing the qualities of trust and commitment that both client and advisor must bring to the table. Readers will come away with a better understanding of how the best financial advisors can change lives–and learn how to find the advisor who is right for them.”---美國銀行全球財富管理部主席Sallie Krawcheck, President, Global Wealth & Investment Management
“Saly Glassman uses her many years of financial advisory experience to help you improve your wealth in this well-written and entertaining book. This breezy read is full of anecdotes and is especially useful to those wanting to know more about working successfully with financial professionals.”---Greg Karp, syndicated personal finance columnist at the Tribune Company,
and author ofThe 1-2-3 Money Plan and Living Rich by Spending Smart
“Read this before you read any other book on investments. >From the mind and heart of a winning and highly respected financial advisor, it’s a strong dose of ‘intellectual hard love’–a lot of things you may not want to hear or do–but absolutely need to–before investing a dime.”---Steve Leimberg, Publisher, Leimberg Information Services, Inc. (LISI)
“When selecting a financial advisor, most people look only to the bottom line: ‘How much money will I make?’ Saly Glassman, in a concise and intuitive style, discusses through real life examples, the importance of selecting a financial advisor with whom you can develop a strong personal relationship. Ultimately, this collaboration is how true wealth is achieved and sustained through generations.”---Morey S. Rosenbloom, Blank Rome LLP
About the Author/作者介绍： Glassman從康乃爾大學畢業後，在1980年加入美林證券。她是1980年代初期，首位提倡為客戶提供「總體理財規劃」的少數理財顧問。
自2004年起，Glassman便一直名列全美百大最佳理財顧問，且是全美排名前三大的女性理財顧問。她所屬的理財團隊擁有超過135年的資歷，管理資產總額超過20億美金。
她對自己的理財守則極富信心，而且也擅長讓客戶明瞭她的理財觀點。特別的是，她在協助客戶投資理財之餘，更堅信人生的財富應包含人與所處環境的健康。因此她還成立了健身中心，幫助客戶提升生活品質與身體健康。
她本人極力提倡保育工作，目前與先生女兒住在128方英畝的保育農田，養有許多貓、狗與馬兒。
Format:电子手稿
Rights Status/版权销售情况：Simplified Chinese/简体中文：NOT AVAILABLE
Complex/Traditional Chinese/繁体中文：AVAILABLE
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