Staten Island, New York Nov 21, 2022 (Issuewire.com) – When asked why he wrote the book, Smith said, “I wrote Investing, Insurance & Credit to provide readers with the information I’ve shared in conversations I’ve had with clients when we talked about things important to them. I’ve helped hundreds of clients and their families over the years and this book allows me to share that information to help readers I’m unable to meet in person.”
Topics covered include bear markets, bull markets, stocks, bonds, mutual funds, ETFs, model portfolios, asset allocation, diversification, 401(k)s, IRAs, Roth IRAs, 529 Plans, UGMA accounts, dollar cost averaging, credit, term life insurance, beneficiary designations, wills, healthcare proxies, and trusts.
About his experience Smith says, “I’ve been fortunate throughout my 40-year career to work side-by-side with some great people on trading desks, the floor of the NYSE, at brokerage firms, private banks, and investment advisory boutiques in Chicago, Dallas, New York, London, and Zurich. I’ve learned from the best while working with them and for them and wrote this book to pass along what I know about the basics, the fundamentals, the foundational knowledge you need to make informed decisions about investing, insurance, and credit.”
When talking about his audience, the people he believes will benefit from reading Investing, Insurance & Credit, Smith says, “If you have a 401(k) this book’s for you. If you’re making your own investment decisions, this book’s for you. If you work with a financial advisor this book will help you appreciate and maybe challenge what they do for you. If you have a brokerage account and wish you knew a little more about what you own, this book’s for you. If you’re investing to fund a child’s education or help them pursue their dreams, this book’s for you. If you’re concerned about your retirement or already retired, this book’s for you. If you’re concerned about the bear market we find ourselves in, or a possible recession, or are looking for information to help you make informed decisions, this book’s for you.”
“This isn’t a textbook,” says Smith. “I wrote as if I were discussing things I’d want to share if we had a few hours to talk and I liked you. There are no chapters, just 26 conversations covering the basics, the fundamentals, the foundational knowledge you need to make informed decisions about investing, insurance, and credit. Let’s talk”
A graduate of Providence College, Keith Smith completed the Securities Industry Institute Program at The Wharton School, University of Pennsylvania and holds the Certified Investment Management Analyst certification, (CIMA(R)) from the Investments & Wealth Institute.
Investing, Insurance & Credit, a conversation with a Wall Street veteran, is available now at Amazon.com. For information, please visit https://investinginsurancecredit.wordpress.com/
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Source :Keith Smith
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