Description: What's the best way to invest?-The answers are different for everyone, but having the basic knowledge about how investing works is a must-have skill. The journey doesn't have to be too academic or filled with jargon. This book uses everyday analogies and speaks your language. Make the investing method fit you, not the other way around.
Brief description: Chartered Financial Analyst (CFA) charterholder, Chartered Alternative Investment Analyst (CAIA) charterholder, Master of Business Administration (MBA) with Finance concentration; Previously Portfolio Analyst at wealth management firms & Compliance Audit Investigator at State Securities Division; Currently Investment Analyst
Review Quotes:
Until I found "An Insider's Guide to Smart Investing," I was intimidated by all the terminology, but this book changed that. One of the easiest ways to learn a new concept is to find something familiar to compare it to, and the analogies in Sun's book helped me understand things in a way I wouldn't have been able to do on my own. For example, I know I'm risk averse, and yet, I need to be investing in growth mode now since retirement isn't immediately imminent. I also learned how important it is to review my portfolio in a more complete way to ensure that my investments aren't skewing heavily in one way or another. Finally, the analogies will live with me forever. I now interpret risk as heat (like in my favorite Jamaican jerk chicken), my portfolio as having all the necessary ingredients for a delicious soup, and my former aversion to reviewing my holdings as "unopened envelope syndrome." And while FOMO sometimes triggers my own impulse to buy things," I now feel more comfortable with admiring the "yellow chair" instead being compelled to own it.- Finesse W&E