Authors:
- Explores the financial trends risking retirement savings and family wealth, including Covid, tax hikes, and stock market bubbles
- Provides an overview of each trend and the tools to combat it in portfolio management
- Written by a livelong wealth researcher, author, educator, and financial coach who has been consistently recognized as a Top Advisor by Barron’s and Forbes
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Table of contents (21 chapters)
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Front Matter
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The Problem
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Front Matter
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Your Countermeasures & Solutions
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Front Matter
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About this book
Is an investors’ “perfect storm” brewing? If you’re not careful, it could sweep your wealth away. Long-dormant inflation looks to be catching fire. A stock market in overdrive may crash and burn for years. And taxes to fund deficits and social programs look to be rising to punishing levels not seen in a generation. This triple threat could mean a financial apocalypse from which many investors won’t ever recover.
Getting straight talk on smart wealth management has never been more critical. With Social Security and Medicare tracking to go belly-up in a few short years, there will be dire consequences for millions. Already-retired boomers, living far longer than ever expected, will strain government resources and risk running out of money. Who will pay for it all? Without smart planning, your taxes may rise to confiscatory levels, sapping net worth and lifestyle quality. Your retirement lifestyle and legacy for your kids could get crushed. Some may never be able to retire.
Investors and savers of every age and stripe will want to pay careful attention to the concentrated wisdom in this book and take proactive steps to protect themselves while there’s still time.
Authors and Affiliations
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Family Wealth Education Institute, Jacksonville, USA
Jeff Camarda
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California State Polytechnic University, Pomona, USA
Steven James Lee
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Claremont Graduate University, Claremont, USA
Jerusha Lee
About the authors
Jeff Camarda is a lifelong wealth researcher, author, advisor, educator, and thought leader. He has a burning desire to teach the smartest ways to build and keep family wealth. With an entertaining and clear style, he makes the most complex financial strategies easy to master, and fun to learn and apply. An award-winning wealth researcher and practical client coach, he’s repeatedly earned “top advisor” accolades from Barron’s, Forbes, Bloomberg and many others. With a master’s and PhD in Financial Planning, he’s completed the CFP®, ChFC®, CLU®, CFS®, BCM™, and gold-standard CFA® investments programs. He holds a Federal EA tax license, with unlimited IRS practice rights, and is currently a straight-A candidate in Georgetown Law’s Master of Tax Law graduate program.
Steven James Lee is a lecturer at California State Polytechnic University, Pomona. His research interests include fraud and misconduct in financial services. Dr. Lee won the best paper award for risk management and insurance at the CFP Board’s Academic Research Colloquium in 2019. His work has been featured in MarketWatch, Nerd’s Eye View, and Financial Advisor Magazine. He is also an arbitrator with the Financial Industry Regulatory Authority.
Jerusha Lee is currently pursuing her PhD in Economics in the Division of Politics and Economics within the School of Social Science, Policy & Evaluation at Claremont Graduate University. Her research focuses on the impact of political affiliation and financial incentives on economic decision-making. In addition to continuing research, she teaches macroeconomics, microeconomics resources for decision-making, economic concepts for business decision-making, and business analytics.
Bibliographic Information
Book Title: The Financial Storm Warning for Investors
Book Subtitle: How to Prepare and Protect Your Wealth from Tax Hikes and Market Crashes
Authors: Jeff Camarda, Steven James Lee, Jerusha Lee
DOI: https://doi.org/10.1007/978-3-030-77271-0
Publisher: Palgrave Macmillan Cham
eBook Packages: Economics and Finance, Economics and Finance (R0)
Copyright Information: The Editor(s) (if applicable) and The Author(s), under exclusive license to Springer Nature Switzerland AG 2021
Softcover ISBN: 978-3-030-77270-3Published: 22 September 2021
eBook ISBN: 978-3-030-77271-0Published: 21 September 2021
Edition Number: 1
Number of Pages: XI, 260
Number of Illustrations: 2 b/w illustrations, 11 illustrations in colour
Topics: Financial Services, Behavioral Finance, Capital Markets