Books That Speak Your Language and Address Your Goals

From 1998 to 2018, people who managed their own investments yielded a paltry 1.9 percent return. Why do so many think they can strike investment gold but wind up with such disappointing results? In Tilting the Odds, Mark Tepper, CFP® and president and CEO of Strategic Wealth Partners, shows you how to avoid the pitfalls common to many do-it-yourself investors. You’ll learn the investment edge process, which is rooted in a well-balanced risk-reward profile. Rather than strike it rich or make money fast, the goal of the investment edge process is to create long-term success. By following the investment edge process, you’ll increase your ability to control your reactions to the ups and downs of the stock market. Instead of succumbing to the failures that lead to poor investment results, you’ll learn to skillfully manage risk. If you’re ready to improve the investment decisions that affect your financial life most, Tilting the Odds is your essential guide.

In Walk Away Wealthy, author Mark Tepper shows you how to build a strong exit plan, an absolute requirement if you hope to get the full value from a sale. Tepper’s twelve secrets debunk myths and deliver practical advice as he walks you through what most people don’t know (or refuse to believe) about the process of planning their exit. And although it’s best to start planning the exit as early as possible, the book also delivers advice for those who may have waited too long and feel lost in the face of a rapidly approaching sale. Selling the business you worked so hard to build can be a confusing and intimidating proposition. This book is a MUST READ for anyone that currently owns a business. If you want to monetize that business for the highest price possible, this book will give you the framework to make that happen. Let Mark Tepper clear away the misconceptions, steer you clear of common mistakes, and allow you to walk away wealthy!

Do you want to know a dirty little secret about the financial services industry? Very few advisors are trained to manage and grow a family net worth in excess of $2,000,000 because high net worth families require advanced strategies. If your net worth is above $2,000,000 you owe it to yourself to read this book. Most people spend their lives building their wealth. However, they rarely take the time to consider what it truly takes to preserve and grow their net worth once successful. Exceptional Wealth is the guide to help you make more powerful financial decisions that will propel you further into financial success. Author Mark Tepper will break down advanced wealth management principles to grow and protect your wealth including tax minimization strategies, alternative investments, and so much more. When you’re done reading this book you’ll know the value of your insiders and existing wealth plan. Leave the generic financial advice to the people who need it. Your future success depends on your ability to continue to make wise decisions as you build exceptional wealth.