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Your Objective Resource for
Global Financial Planning
and Wealth Protection
Risk
Management for Amateur Investors is Available OnLine!
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are available in our web based
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Preface To
Risk Management for
Amateur Investors
by Vernon K. Jacobs
and N. Richard Fox
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Risk Management for Amateur
Investors explains
how to protect your portfolio from
market cycles, business cycles, government interference,
unscrupulous brokers, incompetant advisors, income and estate
taxes and the litigation epidemic.
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This book is likely to infuriate some stockbrokers, insurance agents,
tax professionals and lawyers.
Professional investment managers are likely to dismiss the ideas in
this book as being simplistic and as overlooking an assortment of risk
management techniques like trailing stop losses, put options and
various hedging techniques.
However, we did not overlook these portfolio risk management techniques
of professional investors. We elected to ignore them and to offer a
simpler alternative for the amateur investor.
We did not write this book for financial or investment professionals.
We wrote this book for shell shocked individual investors who are more
concerned about the safety of their investments than about the
correlation of risk and return in the allocation of assets within a
portfolio.
We make no pretense that the concepts in this book are original with
us. Many other investment advisors (such as Harry Browne) have
advocated similar concepts to help investors to minimize their losses
from various kinds of risk. What is unique about this book is that
it integrates a variety of disciplines in a way that can be
implemented by individual investors with a minimum of professional help.
This book describes an expanded approach to asset allocation that does
not require the use of a computer program to administer. It shows how
the combined impact of inflation and taxes can devastate the real rate
of return after taxes for conservative investors. It offers a variety
of legal ways to minimize taxes in an investment portfolio so as to
increase the after tax rate of return without commensurate increases in
risk. Thus, the sub-title of “Higher Yields With Less Risk”.
In addition, this book provides a summary explanation of a variety of
ways to insulate investment assets from the litigation epidemic in the
U.S. – which includes the use of some offshore entities. We have
therefore included some comments about selecting foreign investments
and about the related tax issues.
Because of the close relationship between asset protection planning and
estate planning, we have included a description of the methods used to
disinherit the IRS and preserve investment assets for the heirs of the
investor.
The phrase “investigate before you invest” has become a cliché’
because it is stated so often. But when you begin the process of
investigating an investment, there is little information available to
show you what to do or how to do it. We have therefore included an
extensive discussion of the process of investigating and evaluating
various investments – which is known as “due diligence”.
Last, but far from least, we have included a chapter on “How to Find an
Investment, Tax and Legal Advisor you Can Trust”. In this chapter, we
have “blown the whistle” on some of the practices of these
professionals that cause their clients to lose money in the investment
market or to pay excessive commissions or fees for advisory services.
In addition, we have included a chapter on “Con Men and Other
Scoundrels” because the investor who is pre-occupied with his work or
business is often as likely to lose his savings from unscrupulous or
incompetent advisors as from the normal risks of the investments
markets.
Vern Jacobs and Rick Fox
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