Acknowledgments xv
About the Author xvii
Introduction 1
Chapter 1 Rules Are Essential, but They Do Not Guarantee a Win 5
Chapter 2 Focus Your Predictions on What You Can Control: Your Priorities 13
Chapter 3 Let Go of What Might Have Been 21
Chapter 4 Take Responsibility 31
Chapter 5 Do What You Know and Recognize What You Don’t Know 39
Chapter 6 Have Investment Rules That Work for You 45
Chapter 7 The Time to Have the Fire Drill Is Not in the Middle of the Fire 55
Chapter 8 The Best Advice Is Sometimes About What Not to Do 67
Chapter 9 Appreciate the Value of Holding on to What You Have 79
Chapter 10 Know What You Want to Accomplish 87
Chapter 11 Be Clear About What You Have and What You Don’t Have 97
Chapter 12 Expect to Pay a Price–Either Now or Later–for the Choices You Make About Handling Your Money 103
Chapter 13 Know the Essence of Your Advisor’s Brand 121
Chapter 14 Does Your Advisor Care Deeply About You? 129
Chapter 15 Expect to Be Taken Care Of 141
Chapter 16 The Investor’s Perception Is the True Reality 151
Chapter 17 Crises Are Like Little Gifts 159
Chapter 18 The Most Valuable Things in Life Do Not Involve Currency 169
Chapter 19 Find the Courage You Need to Have Integrity 179
Chapter 20 There’s an Entire Economy in What We Consume and Waste 189
Chapter 21 Make It Happen 199
Appendix Formulas Used for Chapter 12 Calculations 205
Index 209
In "It’s About More Than the Money", award-winning financial advisor Saly A. Glassman shows you how to regain control over your financial life–and stay in control. Glassman brings together 21 fundamental investment principles, illuminates them with actual investor experiences, and guides you through putting each one to work. Drawing on everything she’s learned working with a broad cross-section of investors, Glassman teaches you how to plan your finances strategically, place money in broader context, and make your most important dreams a reality. You’ll focus on what you can control and let go of what you can’t…apply investment rules that work…recognize when to do nothing…assess your progress objectively, and much more. Glassman also helps you decide whether you need professional advice–and, if you do, she shows how to find an advisor who will add real value. Packed with insightful investor stories, this book will help you make wiser, better financial decisions–whatever your goals, whatever your age, and whatever the economy does next.
Saly A. Glassman is Managing Director of Investments at
Merrill Lynch in Blue Bell, Pennsylvania.
Saly graduated from Cheltenham High in 1976 and is one of the few
women recognized in the high school’s “Hall of Fame.” She joined
Merrill Lynch in 1980 after graduating from Cornell University,
where she studied Psychology. As a Managing Director, supported by
a team of nine women and more than 150 years of collective
experience, she invests more than $3 billion for high net worth
individuals, families, and corporations.
Saly has been listed consistently in the top rankings of the
Barron’s 100 Top Financial Advisors since the initiation of The
Barron’s Winner’s Circle. She has been named as one of America’s
Top Female Financial Advisors, holding the number one position in
2006 and 2008.
Saly recently authored the book, It’s About More Than The Money (FT
Press, June 2010), to help restore investors’ confidence and
motivate them to take responsibility for their financial futures.
She has recently published four eBook Shorts, a collection of fairy
tales retrofitted for timeless financial and investment
lessons.
A dedicated athlete and equestrian, Saly has been competing
nationally for 40 years. Her passion for the outdoors is reflected
in her longstanding commitment to land conservation and the
protection of the environment. She has successfully patented
and developed various “green” inventions designed to positively
influence consumer behavior and protect the planet. Saly and her
husband Allan also own a fitness center and retail wellness store,
Kindle Hill LLC in Gwynedd Valley, Pennsylvania. They have two
daughters, Janice and Lauren.
Over the last 31 years, Saly has been a prominent innovator,
speaker, author, instructor and facilitator for Merrill Lynch, the
financial services industry, and the community at large.
As seen in Barron's, The New York Times and on CNBC Power Lunch, ABC News Now, MSNBC.com, The Huffington Post, Investor's Business Daily, and TheStreet.com.
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