Do-It-Yourself Wealth Management

Take Control of Your Financial Life!

Stanley J. Kon, our Co-Founder and Chairman has recently written a book that thoroughly explains his approach to wealth management. This DIY finance guide is a great companion to Ripsaw® Wealth Tools!
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The task of personal and family wealth management seems like it requires so many interrelated complex decisions with multiple risk dimensions that most people feel overwhelmed. However, we are all our own wealth managers, regardless of who you pay for advice and trade execution. Given the potential conflicts of interest, managerial risk and high fees, it is not difficult to do better for yourself than what most professionals can do for you. Even if you choose to pay a professional, it is still your responsibility to monitor them concerning suitable strategies and performance net of fees. In this book, an author (Stanley J. Kon, PhD) with long careers as a professor of finance and in the practice of institutional investment management, will take you through a disciplined “Do-It-Yourself” investment process for wealth portfolio construction, monitoring and revision involving many accounts and many investments with overlapping risk dimensions.

Recent Webinar for the University at Buffalo Alumni Webinar Wendsays Series:  Key concepts of "Do-It-Yourself Wealth Management: Take Control of Your Financial Life!" by Stanley J. Kon, PhD using Ripsaw Wealth Tools.


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