Author: Editorial Department of Mass Financial Advisor Magazine
Publisher:
Publish Date: 2005-07-01
Features: Preface by Wu Xiaoping, Vice Chairman of China Insurance Regulatory Commission, and Yi Xianrong, Economist. A financial advisor for individual investors and an advanced guide for financial professionals. Co-endorsed by economists and industry experts. Personal financial management is the most important part of family life, both intellectually enriching and enhancing the quality of life. May every family truly grasp its essence. – Yi Xianrong, Director of the Financial Development Department, Institute of Finance, Chinese Academy of Social Sciences. Seeking help from professional financial advisors is an inevitable choice for modern people to improve their quality of life and reduce financial risks. – Xiao Bing, Director of the Market Department, Ren Capital Management Limited. Enlightening the public, a pioneer in financial management. – Sun Ying, Chief Representative of the China Development Center of the American Financial Management Association. Spreading modern financial concepts and helping the public achieve their financial dreams. – George Yue, President of Venture Capital Planning Co., Ltd. Smart financial management, a happy life. Leave the surplus money with banks for safekeeping, steady investment for long-term benefits. Foreign exchange can also bring profits, master the key to gain. Government bonds offer stable returns, with the state as a guarantee. The stock market has its ups and downs, understand both bull and bear markets. Mutual funds are a profitable tool, leveraging institutional trends. Plan for the future before it rains, trust insurance for blessings and longevity. Carefully analyze tax planning, wealth remains intact. Real estate also serves as a financial tool, carefully navigate the fog before investing. Drive a car and explore the world, uncovering small tricks under the wheels. Gold, silver, and antiques rise, with a long history of collecting. This book is divided into 10 chapters based on financial management fields, each chapter presenting independent articles on the application methods and techniques of financial tools from banks, foreign exchange, bonds, stocks, mutual funds, insurance, tax planning, real estate, cars, and collectibles. This book is highly practical and engaging, suitable for individual investors and financial professionals to read and reference.