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The Taxable Investor's Manifesto: Wealth Management Strategies to Last a Lifetime Hardcover – May 12 2020

4.4 out of 5 stars 20 ratings

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Product description

From the Inside Flap

Taxable investors need to think differently.

The Taxable Investor's Manifesto provides a new approach to maximizing profits from the money you earn, the investments you make, and the taxes you pay. With this book, you will learn to integrate invest- ment, tax, and cash flow into every finan- cial decision. What you consider a good investment will change. So will the way you keep track of results. Implementing this new approach can improve those results by millions of dollars over decades, even generations. Plus, you'll see, it doesn't have to be complicated to be effective.

Accessible and straightforward, each of the Manifesto's chapters highlights one key aspect of managing taxable investment portfolios. Together, they are a road- map to greater profits.

Written for financial advisors and non- professionals alike, The Taxable Investor's Manifesto is an indispensable source of strategic, after-tax wealth management guidance for anyone who owns financial assets, pays taxes, and engages in financial planning, as well as an effective call to action.

From the Back Cover


"The truths in this manifesto are universal for taxable investors and their advisors whether they oversee thousands of dollars or billions. Sign me up."
—Joe Mansueto, Founder and Executive Chairman, Morningstar, Inc.

"The vast majority of what you'll read and hear about investing refers only to pre-tax results. But that's highly inadequate where your personal wealth is concerned. As Stuart Lucas writes, 'The combination of equities, time, tax efficiency and compounding can be worth millions.' Taxable investors ignore these considerations to their own detriment."
—Howard Marks, CFA; Co-Chairman, Oaktree Capital Management, LP

"Stuart Lucas, CFA, has nailed it! Too often, taxable investors focus on pick- ing a few high-flying stocks and think only a few magical managers can do it. Stuart argues it's really about managing the intersection of invest- ments, taxes, and estate planning. He shows how basic errors in one of these areas can knock out 'success' in any one or two of the others. He paradoxically creates clarity out of complexity by introducing both common and uncommon sense. An easy, accessible must-read for financial advisors and for taxable investors taking an active interest in managing their wealth."
—Stephen Horan, PhD, CFA, CIPM, CAIA; Managing Director, Americas, CFA Institute

"The Taxable Investor's Manifesto makes it abundantly clear why taxable investors need to think differently and, importantly, shows how, in prac-tical, field-tested ways, taxable investors can improve their odds for suc-cess. This is a highly readable and welcome addition to the short list of resources addressing the distinctive needs of taxable investors."
—Tom Faust, Chairman, CEO, and President, Eaton Vance Management Inc.

"Investing is complicated and stressful. Diversification, correlation, beta, alpha, and standard deviation are like a foreign language. Stuart Lucas brings clarity to complexity and shows how you can make the government an investment partner instead of a dependent. A must-read for all investors."
—Thomas J. Wilson, Chair, President, and CEO, The Allstate Corporation; Chair of the Executive Committee of the U.S. Chamber of Commerce

Product details

  • Publisher ‏ : ‎ Wiley; 1st edition (May 12 2020)
  • Language ‏ : ‎ English
  • Hardcover ‏ : ‎ 176 pages
  • ISBN-10 ‏ : ‎ 1119692032
  • ISBN-13 ‏ : ‎ 978-1119692034
  • Item weight ‏ : ‎ 374 g
  • Dimensions ‏ : ‎ 14.73 x 2.29 x 21.84 cm
  • Customer Reviews:
    4.4 out of 5 stars 20 ratings

About the author

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Stuart Lucas is the author of the highly-acclaimed book: Wealth: Grow It and Protect It, published in Chinese, Russian, and Spanish. He has lived a double life, both as a member of a wealthy family and as a senior executive in prestigious investment and wealth management firms.

Stuart is the Chairman of Wealth Strategist Partners LLC, a consultant to individuals and families of exceptional wealth. Prior to founding Wealth Strategist Partners, he was the Senior Managing Director of the Ultra-High Net Worth Group within Private Client Services at Bank One (now JP Morgan Chase). Earlier in his career, Stuart served as general manager of Wellington Management Company's European operations and as the Assistant Portfolio Manager of a Forbes Honor Roll mutual fund.

An accomplished speaker and educator, Stuart designed and teaches the Private Wealth Management executive education program for the University of Chicago Booth School of Business, held in Chicago and Madrid. He is the author of numerous articles on wealth management, including "The 50% Rule" and "We're in a Low Return Environment": So What's an Investor to Do?

Stuart has a long-standing commitment to public service that complements his work with families. He serves as immediate past Chair of the National Public Radio Foundation Investment Committee, and Co-Chair of the Stuart Foundation Investment Committee. Stuart graduated from Dartmouth College (BA), Harvard Business School (MBA), and is a Chartered Financial Analyst. He is married and has three children.

Customer reviews

4.4 out of 5 stars
4.4 out of 5
20 global ratings

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Brian T. Bristol
5.0 out of 5 stars Insightful and remarkably accessible to investors of almost any degree of sophistication
Reviewed in the United States 🇺🇸 on August 5, 2020
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5.0 out of 5 stars Stuart Lucas Gives Sound Advice for Any Investor Wanting to Maximize Real Returns Over Time
Reviewed in the United States 🇺🇸 on July 6, 2020
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Michael Steffenson
4.0 out of 5 stars Save $5000
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Lori A. Leonovicz
5.0 out of 5 stars Invaluable for any investor
Reviewed in the United States 🇺🇸 on January 21, 2021
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Jeff Johnson
5.0 out of 5 stars Easy read.
Reviewed in the United States 🇺🇸 on March 28, 2021
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