UNVEILING ASSET REVESTING: THE INVESTMENT REVOLUTION!An Industry-Breaking Investment Style That the Financial Industry Wants Kept Secret!Are you ready for an insider look into the future of investing in 2023 and beyond? Dive deep into a method of investing that is reshaping the financial landscape!THE GAME-CHANGING STRATEGY FOR THE PASSIVE INVESTOR, ACTIVE TRADER, BUSY PROFESSIONAL, AND RETIREE!Do you dream of high returns with minimized risks without the emotional turmoil and traditional volatility you have experienced in the past?Ever wish you could become a self-directed trader or investor who makes money no matter if the market is rising or falling?Is your goal to retire with more money than you need and to have a strategy that protects and grows your hard-earned money?This book holds the answers to these dilemmas. Authored by experts with a unique and profound understanding of the financial markets, Asset Revesting is the solution you've been seeking. Moving beyond common strategies, this approach takes investing to the next level, ensuring that your money works smarter and harder.What's Inside Asset Revesting?Discover the truth behind common investment traps secretly holding you back.Learn the birth and evolution of Asset Revesting.Unlock the power of Asset Revesting Signals.Witness real-world examples that prove the efficiency.Adopt the Revesting mindset, master your emotions, and know the critical role of your personality type in your investment journey.Strategize with your Asset Revesting hierarchy.Navigate the world of automated asset revesting.Understand the value and growth potential of advisorless investing.Dive into this comprehensive guide to modern investing and see for yourself how Asset Revesting is reshaping the financial landscape in 2023.Asset Revesting is Perfect For:Beginners with zero prior investing experienceSeasoned investors seeking to diversify their strategies.Teaching anyone to invest in the stock market – even teens!This Isn't Your Traditional Investing Guide!Get a fresh perspective on building wealth, understanding the market's intricate dance, and embracing the future with confidence.It's important to note that you won't find technical analysis or detailed step-by-step strategies here. But, by the end of this book, you'll know if this strategy is right for you and how you can use it to grow your money faster while protecting it with less stress and uncertainty because knowing what to do is 80% of the challenge.You put in the blood, sweat, tears, and time to build your nest egg. How will you invest today to protect your money and lifestyle tomorrow and for all the years to come?*LIFETIME ACCESS TO ASSET REVESTING NEWSLETTER*Gain exclusive access to invaluable resources and insights designed to help you navigate the markets and seamlessly integrate the Asset Revesting strategy into your investment approach with the quarterly newsletter signals.The guide to the investment revolution you've been waiting for!Join the Asset Revesting movement today! Read more

AN INSTANT #1 NEW YORK TIMES BESTSELLEROne of the New Yorker's Best Books of 2023 • One of Pure Wow's 42 Book to Gift This Year • One of Fortune's Best Crypto Books of 2023"Going Infinite is in many ways Lewis at his best. He marshals a complex global story without losing sight of the delightful and revealing human details. He is a world-class noticer."—Jesse Armstrong, writer and creator of HBO’s Succession, Times Literary Supplement"A stupefyingly pleasurable book to read." —Gideon Lewis-Kraus, The New Yorker"Going Infinite is an instant classic." — Helen Lewis, The Atlantic"Going Infinite is wildly entertaining, surprising multiple times on pretty much every page, but it adds up to a sad story, even a tragedy, for its central character and for all the people who lost so much thanks to his actions." —John Lanchester, London Review of Books"Will join Digital Gold as one of the all-time best crypto books."—Jeff John Roberts, Fortune"A wry, engaging writer and a gifted storyteller." —Julia M. Klein, Los Angeles Times"It may be easy to take for granted how entertainingly [Michael Lewis] pulls it off again in Going Infinite." —Brett Martin, GQFrom the best-selling author of The Big Short and Flash Boys, the story of FTX’s spectacular collapse and the enigmatic founder at its center.When Michael Lewis first met him, Sam Bankman-Fried was the world’s youngest billionaire and crypto’s Gatsby. CEOs, celebrities, and leaders of small countries all vied for his time and cash after he catapulted, practically overnight, onto the Forbes billionaire list. Who was this rumpled guy in cargo shorts and limp white socks, whose eyes twitched across Zoom meetings as he played video games on the side?In Going Infinite Lewis sets out to answer this question, taking readers into the mind of Bankman-Fried, whose rise and fall offers an education in high-frequency trading, cryptocurrencies, philanthropy, bankruptcy, and the justice system. Both psychological portrait and financial roller-coaster ride, Going Infinite is Michael Lewis at the top of his game, tracing the mind-bending trajectory of a character who never liked the rules and was allowed to live by his own—until it all came undone. Read more

The behind the scenes story of the power struggle that rocked Wall Street's most prestigious financial institution.In March 2005 the business world woke up to an unprecedented full-page ad in the Wall Street Journal calling for the removal of Morgan Stanley's CEO. It was paid for by a cohort of eight former Morgan Stanley executives, including an ex-chairman and an ex-president, who soon would be dubbed the “Eight Grumpy Old Men.” Their target was CEO Philip Purcell, who had come to power following Morgan Stanley's 1997 merger with Dean Witter Discover. In his eight years as CEO, Purcell had presided over a 50 percent decline in stock price since its peak in 2000 and a series of high-profile government and civil lawsuits that had tarnished the company's once-sterling reputation. Just a few months after the Journal ad, Purcell would retire under pressure, and former president John Mack, who had been pushed out by Purcell, was appointed CEO. The “Eight Grumpy Old Men” won the battle.Opening the long-closed doors of a bastion of Wall Street that has maintained the strictest privacy until now, Blue Blood and Mutiny is real-life business thriller exposing the tale that shook high finance. Weaving the history of Morgan Stanley with the inside story of the fight for dominance between two competing business cultures—one, the collegial meritocracy handed down from the days of J. P. Morgan, and the other, a cold, contemporary corporate model, acclaimed journalist and historian Patricia Beard has written a must-read book for anyone who wants to understand the future of American business. Read more

A timely work of singular reportage and a damning indictment of the private equity industry told through the stories of four American workers whose lives and communities were upended by the ruinous effects of private equity takeovers.Private equity runs our country, yet few Americans have any idea how ingrained it is in their lives. Private equity controls our hospitals, daycare centers, supermarket chains, voting machine manufacturers, local newspapers, nursing home operators, fertility clinics, and prisons. The industry even manages highways, municipal water systems, fire departments, emergency medical services, and owns a growing swath of commercial and residential real estate.Private equity executives, meanwhile, are not only among the wealthiest people in American society, but have grown to become modern-day barons with outsized influence on our politics and legislation. CEOs of firms like Blackstone, Carlyle, KKR, and Apollo are rewarded with seats in the Senate and on the boards of the country’s most august institutions; meanwhile, entire communities are hollowed out as a result of their buyouts. Workers lose their jobs. Communities lose their institutions. Only private equity wins.Acclaimed journalist Megan Greenwell’s Bad Company unearths the hidden story of private equity by examining the lives of four American workers that were devastated as private equity upended their employers and communities: a Toys R Us floor supervisor, a rural doctor, a local newspaper journalist, and an affordable housing organizer. Taken together, their individual experiences also pull back the curtain on a much larger project: how private equity reshaped the American economy to serve its own interests, creating a new class of billionaires while stripping ordinary people of their livelihoods, their health care, their homes, and their sense of security.In the tradition of deeply human reportage like Matthew Desmond’s Evicted, Megan Greenwell pulls back the curtain on shadowy multibillion dollar private equity firms, telling a larger story about how private equity is reshaping the economy, disrupting communities, and hollowing out the very idea of the American dream itself. Timely and masterfully told, Bad Company is a forceful rebuke of America’s most consequential, yet least understood economic forces. Read more

None

When it Comes to Wealth, Are You Playing Small or Leveraging the Power Plays? We all wish we could attain financial freedom, but the cards are already stacked against you if you don’t understand how the wealthy invest. Most financial and tax advisors aren’t equipped to help their clients develop a wealthy mindset.The truth is the wealthy invest across multiple Super Asset Classes and layer these investments together to minimize taxes, create cash flow, and build their assets. But these strategies don’t have to remain a mystery. Anyone can use one or all of these strategies to grow their own wealth.In Power Plays of the Wealthy, Marc Henn, a Certified Financial Planner Professional, explains how to leverage investment strategies to make the most of your financial situation. Get ready to discover how to: Invest across all five Super Asset Classes so you can retire earlyLearn to be a Producer first to supercharge your cash flowMinimize your taxes and transform your financial legacyThis book isn't about theory. It's about action. Start with one strategy, master it, and then expand your financial toolkit. Change the trajectory of your financial life.Tap into The Power Plays of the Wealthy to start building your financial future today! Read more

Economic cycles are driven by financial flows, namely quantities of savings and credits, and not by high street inflation or interest rates. Their sweeping destructive powers are expressed through Global Liquidity, a $130 trillion pool of footloose cash. Global Liquidity describes the gross flows of credit and international capital feeding through the world’s banking systems and wholesale money markets. The huge jump in the volume of international financial markets since the mid-1980s has been boosted by deregulation, innovation and easy money, with financial globalisation now surpassing the peaks of integration reached before the First World War. Global Liquidity drives these markets: it is often determinant, frequently disruptive and always fast-moving. Barely one fifth of Wall Street’s huge gains over recent decades have come from earnings: rising liquidity and investors’ appetite for riskier financial assets have propelled stock prices higher. Similar experiences are shared worldwide and even in emerging markets, such as India, flat earnings have not deterred waves of foreign money and domestic mutual funds from driving-up stock prices. Now with central banks actively pursuing quantitative easing policies, industrial corporations flush with cash and rising wealth levels among emerging market investors, the liquidity theory of investment has never been more important.International spill-overs of these rapacious cross-border flows sets off capital wars and exposes the unattractive face of liquidity called ‘risk.’ As the world grows bigger, it becomes ever more volatile. From the early 1960s onwards, the world economy and its financial markets have suffered from three broad types of shocks – labour costs, oil and commodities, and global liquidity. Financial markets spin on fragile axes and the absence of liquidity often provides a warning of upcoming troubles.Global Liquidity is a much-discussed, but narrowly-researchedand vaguely-defined topic. This book deeply explores the subject by clearly defining and measuring liquidity worldwide and by showing its importance for investors. The roles of central banks, shadow banking, the rise of Repo and growth of wholesale money are discussed. Additionally, covering the latest developments in China’s increasingly dominant financial economy, this book will appeal to practitioners, policy-makers, economists and academics, as well as those with a general interest in how financial markets work. Read more

From a veteran of the trade, a provocative and entertaining voyage into the turbulent heart of modern money that sheds new light on the rise of our threatening and complicated financial system, how money became our adversary, and why finding a new course is crucial to a healthy societyIn the not too distant past, money was simple. You might have had a bank account and a mortgage, perhaps some basic investments. Wall Street didn’t have a reputation for greed and recklessness. That all started to change in the eighties, as our financial systems became increasingly complex, moving beyond the understanding of the general public while impacting our lives in innumerable ways. The financial world began to feel like an enigma—a rogue force working against us, seemingly controlled by no one. From an industry veteran who’s had firsthand involvement in the events that shaped modern money, How Money Became Dangerous journeys from the crime-ridden LA jewelry district to the cutthroat Salomon Brothers trading floor, from the high-stakes world of investment banking to the center of the technology boom, capturing the key deals, developments, and players that made the financial world what it is today. The book illuminates the dark, hidden forces of Wall Street and how it has dehumanized and left behind everyday Americans. A fresh and enlightening take on how we reached this point, How Money Became Dangerous also makes the case for why Wall Street needs to be saved, if only to save ourselves. Read more

Turn Your Financial Services Practice Into a Growing BusinessNew Systems. In Seven Figure Firm,author Erin Botsford gives you a proven, straightforward, and effective method for building a business that grows itself. She teaches you how to rethink how you go about establishing a business.Proven Strategies. Botsford, an experienced financial advisor and business owner, will show you how to—•Develop Effective Prospecting and Marketing Methods•Create Your Brand•Recruit and Build a Team•Use Systems and Processes to Create Raving Fans•Win Over Clients with Psychology and Personal DisciplineBetter Mindset. By learning from Botsford’s experience and following her in-depth process, you will have a solid path to a successful seven-figure firm. Read more

The inside account of a financial meltdown that reshaped Wall Street In 1983, Lew Glucksman, then co-CEO of the heralded investment bank Lehman Brothers, demanded the resignation of chairman Pete Peterson, with whom he had long argued over how to manage the company. Shockingly, Peterson, who had taken charge a decade earlier and led Lehman from near collapse to record profits, agreed to step down. In this meticulously researched volume, Ken Auletta details the turmoil, infighting, and power struggles that brought about Peterson’s departure and the eventual sale of one of Wall Street’s oldest and most prestigious firms.   Set against the backdrop of the 1980s stock exchange, where hotshot young traders made and lost millions in a single afternoon, the story of Lehman’s fall is a suspenseful battle of wills between bankers, traders, and executives motivated by greed, envy, and ego. Auletta, who conducted hundreds of hours of interviews and was granted access to private company records, has crafted a thorough, enduring, and engaging account of pivotal events that continued to influence this storied financial institution until its ultimate demise in 2008. Read more

Pass the SIE Exam on your first attempt. Guaranteed.Elevate your financial industry career with this all‐in‐one study guide meticulously tailored to the official FINRA outline. SIE Exam Success merges clear instruction, practice, and modern e‐learning tools to help you master the Securities Industry Essentials exam. Inside This Exam Prep Guide, You’ll Find:✅ Over 3000+ Robust Practice Questions – Strengthen your knowledge with detailed explanations that illuminate even the trickiest securities concepts.✅ 12 Full‐Length Mock Exams – Tackle tests mirroring the real SIE format and difficulty, ensuring you’re primed for any question on exam day.✅ Fully FINRA‐Aligned Content – Rely on up‐to‐date coverage designed around the current official SIE curriculum for accurate and thorough prep.✅ Exclusive E‐Learning Platform Access – Unlock unlimited exam simulations, digital flashcards, and downloadable PDF exams; study wherever life takes you with lifetime updates included.✅ Strategic Study Techniques – Manage your prep time with proven methods, from systematic reading plans to question‐tackling tips that build confidence and reduce anxiety.Who This Book Is For:✅ Aspiring Financial Professionals seeking a streamlined approach to the SIE, be it students exploring finance or newcomers to brokerage firm life.✅ Recent Graduates transitioning from standard business or finance textbooks to a targeted SIE prep resource that distills complicated regulations into digestible insights.✅ Industry Insiders requiring a single, powerful reference point—handy for reinforcing knowledge, cross‐training on compliance topics, or refreshing after time away from securities exams.✅ Anyone Looking for a Solid Foundation in essential financial regulations, products, and market structures, crucial for the SIE and future FINRA licensing exams.Whether you’re comparing this guide to other FINRA prep materials or moving on from general finance textbooks, you’ll find the content uniquely suited for the SIE exam’s demands. Stay current with the evolving world of securities and regulation, and position yourself for success in the financial markets.Secure your copy now and take the next step toward conquering the SIE exam—setting the stage for a thriving career in the securities industry. Read more

None

The fully updated classic guide to the mechanics of securities processing—a must for professional investors This third edition of After the Trade Is Made reflects the changes that have taken place in recent years as a result of new products, technological breakthroughs, and the globalization of the securities industry. Comprehensive and easy to understand, it provides brokers, operations personnel, and individual investors with definitive and up-to-the-minute explanations of each step in the trading process—from the moment a customer decides to buy or sell a security through the final requirements of record keeping.Written for both securities professionals and individual investors, whether domestic or in other countries, this new edition clearly explains the core of underwritings, new and established trading markets, transaction processing, margin, and more—while providing critical insights into the most recent wave of industry changes.David M. Weiss, a veteran securities professional, traces the entire process of buying or selling a security, from order management to transaction processing to the final posting on the firm’s books and records. He covers the specialized attributes of each function in a typical brokerage firm, as well as their relationships with commercial banks, transfer agents, clearing corporations, and depositories.After the Trade Is Made is the definitive resource for anyone eager to understand and confidently navigate the vast and often surprising world of securities. Read more

In this engaging and easy-to-read book, follow along with fictional insurance agency owner, Jim Wakefield, as he fights to keep his struggling small business afloat. Slowly and surely, he discovers not only how to find more customers, but also how to retain them for the long-term through loyalty-generating marketing initiatives. During his year of eventual marketing mastery, Jim and his team bond closely as they overcome significant odds to reach a point of growth and sustainability. For clarity, the authors step in at the end of each chapter to provide further explanation and free valuable resources to help you attain the same success as Jim in your own hometown insurance agency...or any other business. The discoveries of fictional agency owner, Jim, and his team are factual and footnoted, and matching results from his activities can be found in hundreds of individual successes that Agency Marketing Machine has helped to produce for clients. Read more

Brandon spent many years struggling with poor credit, but he cleaned it up with The Section 609 Credit Repair Secret. You don't need to spend any money on attorneys and credit repair companies. The secret is revealed here and it works every time. This book will teach you the incredibly easy process the professionals are using and charging thousands of dollars for. A simple step-by-step guide to remove all derogatory items on your credit reports, even if they do belong to you! Are charge-offs, repos, bankruptcies, judgments, short-sales, loan modifications, late payments, and collection accounts preventing you from receiving the life you deserve? This book will make your creditors fear you and not the other way around. This book includes DISPUTE LETTER TEMPLATES to dispute your adverse accounts. 100% Legal & Proven Method. Improve credit from very poor to EXCELLENT. FICO Scores from below 500's to above 700's. What to do, when to do it, and how to do it. Step by step instructions how to fill out your dispute letters. How to mail the letters to the CRA's How to respond with a 4 step letter writing system to CRA's. Very easy to do. This will help you fix your credit and get you the life you deserve. This is the stuff creditors don't want you to know! THIS WILL SAVE YOU MONEY AND BRING YOU FINANCIAL FREEDOM. If you're tired of dreaming of a better life and want one now, it's time to use The Section 609 Credit Repair Secret. Read more

This book, written jointly by an engineer and artificial intelligence expert along with a lawyer and banker, is a glimpse on what the future of the financial services will look like and the impact it will have on society.The first half of the book provides a detailed yet easy to understand educational and technical overview of FinTech, artificial intelligence and cryptocurrencies including the existing industry pain points and the new technological enablers.The second half provides a practical, concise and engaging overview of their latest trends and their impact on the future of the financial services industry including numerous use cases and practical examples.The book is a must read for any professional currently working in finance, any student studying the topic or anyone curious on how the future of finance will look like. Read more

Trading requires a combination of intuition, discipline and process. Of the three, intuition is the most difficult to teach. While individual intuition can be built over years of experience, there are tools that make it easier to pick up and transfer intuition faster. Furthermore, a lack of intuition and over-reliance on computational schemes is considered one of the key contributors to the financial crisis. This book provides a hands-on, practical guide to delta hedging and Greeks, with a focus on intuition. Written by an experienced consultant, teacher and trainer, it is written for the many practitioners who need to understand the myriad relationships between options Greeks but lack the PhD necessary to penetrate much of the current literature. Written in accessible language, the book builds up a foundation of knowledge on basic quantitative finance concepts, before moving on to explain advanced topics and approaches for Delta, Gamma, Vega, Vanna, Volga, Theta and Rho. Using an Excel based Delta Hedging simulation model the book examines the impact of Greeks on option trading P&L and shows how to hedge higher order Greeks and build volatility surfaces. The book will appeal to many in the investment banking arena, from traders and risk managers, to sales and marketing teams within capital markets and FICCs groups who need a thorough but not overly quantitative understanding of option Greeks. Read more

If you’re an advisor, whether you need a push or not, and regardless if you’re new or old to the business, this guide will help add instant value to your practice.Using the proven method author David J. Mullen Jr. has taught at Merrill Lynch and is famous for in the industry, The Million-Dollar Financial Services Practice guides aspiring brokers on their journey toward building a lucrative financial services practice. Templates, scripts, letters, and tried-and-true market action plans work together to give you the skills you need to get the appointment, convert prospects to clients, build relationships, retain clients, use niche marketing successfully, and increase the products and services each client uses.In The Million-Dollar Financial Services Practice, you will gain insight into practical areas often overlooked by other industry guides, including:how to work in teams,how to train sales associates,and how to handle and overcome rejection.Updated with new strategies for acquiring affluent clients, the second edition of The Million-Dollar Financial Services Practice includes tips on offering wealth management services, using social media, leveraging alumni marketing, and targeting successful relators as clients to help today’s financial service professionals become top producers. Read more

You worked hard for a good income. Your spending is under control. What’s next? My Financial Toolbox goes into the nuts and bolts of managing your money. A long-time personal finance blogger Harry Sit gives a big show-and-tell of everything he uses to manage his finances. Using these tools allowed Harry and his wife to leave their full-time jobs in their 40’s. The “good enough” and “set and forget” principles guide you to 95% of the results with 5% of the effort.This book covers everything from checking accounts to retirement accounts and insurance to wills and trust, software tools, and more. Whether you’re early in your career wanting to start on the right track or you’re close to retirement looking for a boost, My Financial Toolbox will give you a clear course of action.This book will show you how to:Have a checking account that reimburses all ATM fees and pays all your bills automatically.Earn good rewards from credit cards on every purchase without worries about confusing categories.Refinance your mortgage to the lowest rate.Protect your family with the right types of life insurance, disability insurance, auto and homeowner’s insurance, and umbrella insurance.Choose the right health insurance and contribute to an HSA.Contribute the maximum to your retirement plans at work or when you’re self-employed, including a “mega backdoor Roth.”Contribute the maximum to your IRA, with a “backdoor Roth” even when your income is too high.Save and invest in the right 529 plan for your kids’ college savings fund.Invest in the entire global market with one simple investment, super-low fees, and minimal maintenance.Handle RSUs and ESPP from your employer.Pass the money to your loved ones without delay or costly legal fees in case you die.Use software tools to estimate and maximize your Social Security benefits with the right claiming strategy.Work with the right type of financial advisor when you need advice.Take a look at the table of contents by clicking on the Look Inside feature!Buy the book and get started today! Read more

Live With Purpose, Retire With Confidence A generation of Americans is currently easing into their golden years, and the affluence of the baby boomer millionaires offers important lessons for all of us. They didn’t achieve it through subterfuge or secret knowledge, but by following simple, age-old, established rules for saving and investing. In Gain Big and Give Back, Patrick Rush, who worked in all facets of the financial services industry before launching his own independent wealth management firm, shares his playbook for becoming wealthy and using that wealth to live with purpose. The journey, Rush teaches, starts with developing and adhering to a comprehensive plan that covers all the bases of your financial life. Rush explains how to navigate the tricky family dynamics of talking about money and makes a compelling case for evidence-based investing that emphasizes long-term gains over short-term speculation by letting the markets work for you. With disarming humility and a strong sense of humanity, Gain Big and Give Back is about people first and finance second; money, Rush writes, is simply a means to an end. Gain Big and Give Back will empower you to achieve both. Read more