The Financial Storm Warning for Investors: How to Prepare and Protect Your Wealth from Tax Hikes and Market Crashes

Explores the financial trends risking retirement savings and family wealth, including Covid, tax hikes, and stock market bubbles

Provides an overview of each trend and the tools to combat it in portfolio management

Written by a livelong wealth researcher, author, educator, and financial coach who has been consistently recognized as a Top Advisor by Barron's and Forbes

Author: Jeff Camarda, Steven James Lee, Jerusha Lee
Publisher: Palgrave MacMillan
Published: 09/22/2021
Pages: 260
Binding Type: Paperback
Weight: 0.85lbs
Size: 9.21h x 6.14w x 0.58d
ISBN: 9783030772703

About the Author

Jeff Camarda is a lifelong wealth researcher, author, advisor, educator, and thought leader. He has a burning desire to teach the smartest ways to build and keep family wealth. With an entertaining and clear style, he makes the most complex financial strategies easy to master, and fun to learn and apply. An award-winning wealth researcher and practical client coach, he's repeatedly earned "top advisor" accolades from Barron's, Forbes, Bloomberg and many others. With a master's and PhD in Financial Planning, he's completed the CFP(R), ChFC(R), CLU(R), CFS(R), BCM(TM), and gold-standard CFA(R) investments programs. He holds a Federal EA tax license, with unlimited IRS practice rights, and is currently a straight-A candidate in Georgetown Law's Master of Tax Law graduate program.

Steven Lee is the Sievert-Sternberg Fellow at The American College of Financial Services where he is completing his PhD. He is an instructor at the University of California Riverside Extension and Adjunct Professor at California Lutheran University. His research interests include fraud and misconduct in financial services as well as white-collar crime trends and elder financial exploitation. Steven won the best paper award for risk management and insurance at the 2019 CFP Board's Academic Research Colloquium and has authored papers on the regulatory landscape surrounding financial advising and planning, as well as determinants of financial advisor misconduct. His work has been featured in MarketWatch, Nerd's Eye View, and Financial Advisor Magazine. He is also an arbitrator with the Financial Industry Regulatory Authority.

Jerusha Lee is an Adjunct Assistant Professor of Accounting at La Sierra University in Riverside, California. Her dissertation research focuses on the impact of political affiliation and financial incentives on COVID-19-related risk preferences and vaccination hesitancy. She is presently earning her PhD in Economics in the Division of Politics and Economics within the School of Social Science, Policy, and Evaluation at Claremont Graduate University.