The Investment World 101 : Your Handbook

David Carlor provides a strong introduction to the investment world, in a language many can understand. In The Investment World 101: Your Handbook, he presents a knowledge base collected and groomed over a 15+ year career in the Financial Services Industry. In an easy-to-understand format, Carlor walks the reader through the educational process up to the point an investor is ready to select investments to include in their portfolio. The Handbook discusses key concepts, such as risk tolerance, time horizon, managing to specific goals, expected returns, risk vs reward and much more. The Investment World 101 will prepare you to comfortably sit across from a prospective client, or an investment professional. The Investment World 101 is sure to become a valuable part of your book collection and a point of many references. David Carlor is Founder of MoneyTalk Workshops, providing Wealth Management education to audiences in academia, as well as employer wellness programs. David has a diverse background spanning the full suite of financial services' offerings, as well as Philanthropy Management. Over the last 15+ years, David has served the clients of Mega firms like General Electric Capital, Toronto Dominion Bank, Morgan Stanley Smith Barney, and Bank of America Merrill Lynch. Over this time period David obtained numerous industry licenses and certifications, but his most treasured quality is his ability to connect with every type of client and audience that he engages.

• | Author: David Carlor
• | Publisher: Createspace Independent Publishing Platform
• | Publication Date: Nov 25, 2017
• | Number of Pages: 44 pages
• | Language: English
• | Binding: Paperback
• | ISBN-10: 1979225206
• | ISBN-13: 9781979225205