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The Taxable Investor's Manifesto: Wealth Management Strategies to Last a Lifetime Audio CD

4.3 out of 5 stars 19 ratings

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Product details

  • ASIN ‏ : ‎ B08ZBJQWSH
  • Language ‏ : ‎ English
  • ISBN-13 ‏ : ‎ 979-8200570706
  • Dimensions ‏ : ‎ 13.21 x 14.48 cm
  • Customer Reviews:
    4.3 out of 5 stars 19 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, an outsourced Chief Investment Officer for individuals and families of exceptional wealth. He has worked as an investment professional for over 30 years. 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 Chairman 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

4.3 out of 5 stars
4.3 out of 5
19 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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3 people found this helpful
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SS
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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One person found this helpful
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Michael Steffenson
4.0 out of 5 stars Save $5000
Reviewed in the United States on August 2, 2020
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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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