An elucidating take on alternative investing and wealth preservation.
Arizona-based financial adviser Annable offers a debut guide to alternative investment strategies.
The author cites unpleasant memories of the dot-com bubble and the 2008 financial crisis as his reasons for pivoting to alternative methods of investment. While searching for ways to avoid rapid asset loss, Annable encountered the Endowment Model, designed by David F. Swensen, Yale University’s chief investment officer. After Congress passed the Jumpstart Our Business Startups Act in 2012 and expanded the legislation in 2017, Annable began to apply Swensen’s diversification model to counsel “affluent, high-net-worth families and individuals.” Specifically, he advises his clients to forego the “traditional 60/40 stocks/bonds portfolio” and increase their commitments to illiquid private investments, such as venture-capital endeavors, and stable assets, such as oil, natural gas, timber, and real estate. In each explanatory section, Annable keeps the tone casual and the content within reach of laypeople. Whenever the concepts become too complicated, he directs readers to seek out the advice of wealth-asset managers—such as those in Annable’s network; indeed, the book concludes with a soft pitch for his own firm, complete with contact information. The book is a bold promotion of an endowment investment model when rich people, and their wealth preservation strategies, are under intense scrutiny by the public. However, some readers who aren’t in Annable’s client class may look askance at substantial descriptions of how the affluent can avoid taxes, limit public awareness of their financial positions, and use charitable-giving strategies that preserve their total wealth. There are also several instances when the author feels the need to qualify the legality of his strategies: “this isn’t illegal. It’s perfectly legal and very smart.”
An elucidating take on alternative investing and wealth preservation.Pub Date: Nov. 10, 2019
ISBN: 978-1-5445-0235-9
Page Count: 180
Publisher: Wealth Strategies Advisory Group
Review Posted Online: Jan. 10, 2020
Review Program: Kirkus Indie
Stricter than, say, Bergen Evans or W3 ("disinterested" means impartial — period), Strunk is in the last analysis...
Privately published by Strunk of Cornell in 1918 and revised by his student E. B. White in 1959, that "little book" is back again with more White updatings.
Stricter than, say, Bergen Evans or W3 ("disinterested" means impartial — period), Strunk is in the last analysis (whoops — "A bankrupt expression") a unique guide (which means "without like or equal").Pub Date: May 15, 1972
ISBN: 0205632645
Page Count: 105
Publisher: Macmillan
Review Posted Online: Oct. 28, 2011
Kirkus Reviews Issue: May 1, 1972
This is not the Nutcracker sweet, as passed on by Tchaikovsky and Marius Petipa. No, this is the original Hoffmann tale of 1816, in which the froth of Christmas revelry occasionally parts to let the dark underside of childhood fantasies and fears peek through. The boundaries between dream and reality fade, just as Godfather Drosselmeier, the Nutcracker's creator, is seen as alternately sinister and jolly. And Italian artist Roberto Innocenti gives an errily realistic air to Marie's dreams, in richly detailed illustrations touched by a mysterious light. A beautiful version of this classic tale, which will captivate adults and children alike. (Nutcracker; $35.00; Oct. 28, 1996; 136 pp.; 0-15-100227-4)
Pub Date: Oct. 28, 1996
ISBN: 0-15-100227-4
Page Count: 136
Publisher: Harcourt
Review Posted Online: May 19, 2010
Kirkus Reviews Issue: Aug. 15, 1996
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