Table of Contents
Foreword xiii
Introduction xv
Acknowledgments xvii
About the Author xix
Prologue xxi
Chapter 1: Who’s in Charge of My Wealth, Inc.? 1
Chapter 2: My Money, Myself 9
Chapter 3: Are You a Do-It-Yourselfer? 17
Chapter 4: If You Don’t Know Where You’re Going, Any Investment Will Get You There 27
Chapter 5: If You Don’t Know Who the Sucker Is at the Table, It Might Be You! 37
Chapter 6: Resist the Razzle Dazzle: How to Judge the Beauty Contest 45
Chapter 7: Transparency, or How I Learned to Love Conflicts of Interest 53
Chapter 8: Courtship Is Usually More Fun Than Marriage 63
Chapter 9: Can This Marriage Be Saved? When to Fire Your Advisor 73
Chapter 10: Aging—Grave Concerns 83
Chapter 11: Born Rich—A Curse or a Blessing? 93
Chapter 12: I’m a Robot, and I’m Here to Help 105
Chapter 13: Women with Wallets 117
Chapter 14: The 10 Principles of Principal 131
Appendix 135
Endnotes 149
Index 169