《最後的演講》財富版!《商業周刊》1249期書摘報導!
紐約時報、華爾街日報、亞馬遜書店暢銷書,非文學、商管書類第一名!
癌末銀行家與頂尖理財顧問聯手,
寫給投資者,贏得富足人生的終極解答。
資深銀行家莫瑞罹患腦癌,只剩下6個月可活時,好友高迪聞訊的第一個反應是:
「那你一直想寫的書怎麼辦?」
高迪並不是無情,而是知道莫瑞有個心願:想將畢生的投資經驗,化為淺顯易懂的實用忠告,造福投資人。
於是,莫瑞與「全美百大獨立理財顧問」高迪,一起寫成了這本書。
*哇!莫瑞和高迪的這本書就像一支全壘打。如果我只能推薦一本投資書給朋友和家人,就是這一本了!──鮑伯.華特曼(Bob Waterman),前麥肯錫董事,《追求卓越》共同作者
癌末銀行家莫瑞比誰都更能體會,
人生不該浪費在複雜難解又徒勞無功的投資活動中。
5個投資忠告,說的都是有關投資最重要的事。
掌握最核心的原則,你才能將寶貴時間留給生命中更重要的事!
戈登.莫瑞是擁有25年經驗的華爾街銀行家,曾任職高盛、雷曼兄弟和瑞士信貸等,熟悉法人投資與各種投資商品。丹尼爾.高迪獲被財經媒體選為「舊金山灣區二十五位頂尖理財顧問」和「全美百大獨立理財顧問」。
兩人為工作夥伴,莫瑞在罹患腦癌並放棄治療的垂死之際,決定與高迪聯手出書,提供投資人良心建議。書籍自費出版後,獲得紐約時報專文報導,短時間內即熱賣兩萬冊!
莫瑞在步向生命終點之際,思索投資的真義。他破除了蒙蔽世人的投資迷思、虛華與矯飾,呼籲世人回到原點。只要遵循這些法則,每個人都可以是成功的投資者。
投資致富一定要做對的5個決策:
◎投資理財該不該靠自己?
◎資產要如何配置才恰當?
◎要如何做到分散投資?
◎積極型與消極型投資的差異何在?
◎何時該進行資產的重新配置?
The Investment Answer shows you, in clear and understandable language, how to take control of your finances and think about investing in a different way. Whether you are new to finance or
an experienced investor, this book is essential reading. Former United States Senator Bill Bradley says that “every American should read this book,” and Bob Waterman, co-author of In Search
of Excellence, remarks, “if I could give only one book on investing to my friends and family, this one would be it.”
This book cuts through the Wall Street hype to give you just what you need to know. Joe Grundfest, Stanford Law School Professor and former SEC Commissioner, says that “Gordon Murray and
Dan Goldie share secrets that Wall Street would rather you not know. Read this book and prosper.”
The Investment Answer will teach you to take advantage of how markets really work and how to benefit from the wisdom that Nobel Prize winners have acquired over the last 60 years. Nobel
Laureate and Father of Modern Portfolio Theory, Harry Markowitz, remarks that “the book offers sound advice, which you will rarely if ever get from a daily financial newscast.” Gene Fama,
widely recognized as the father of modern finance, says that the book is “an excellent primer for the investor who is not a finance specialist.”
You probably know the important measures of your physical health: your weight, blood pressure, and cholesterol levels. But do you know the important measures about your investment health?
Is your advisor is a fiduciary who really works for you or for his firm? What is your percentage mix of stocks, bonds, and cash? How much you are paying in fees and investment-related taxes?
Most of us can’t answer these important financial questions...but we must. This book will help you become a smarter investor and a better steward of your money.
本書中譯版《華爾街銀行家的最後告白:投資致富一定要知道的5個決定》由先覺出版。
作者簡介
戈登.莫瑞 Gordon S. Murray
1950年生,在華爾街金融圈有25年以上經驗的銀行家,曾任職高盛、雷曼兄弟、瑞士信貸第一波士頓銀行等金融機構。在法人投資部門任職時,他的客戶中有全球最大規模的機構投資人。擔任基金經理人時,他所管理的投資商品遍及各領域,並親眼見證一些叱吒一時的大企業,因過度使用金融槓桿、操作複雜的金融商品和自營交易,未將客戶利益放在第一優先,最後終致迷失。
2001年離開華爾街,加入投資機構DFA擔任顧問,該公司以結合學術研究與實務投資聞名。他協助獨立理財顧問,宣揚投資與投機的差異,也在此時結識了擔任獨立理財顧問的丹尼爾.高迪。「丹尼爾及DFA一年教我的,比我在華爾街25年學到的還多。」
他畢業於北卡羅萊納大學教堂山分校、哥倫比亞大學企管研究所。2008年,他被診斷出罹患腦癌,心知來日無多,因此放棄了積極性的治療,決定把握有生之年,寫下他認為最重要的投資法則。2010年本書自費出版,獲紐約時報專文報導,並吸引大出版社競逐版權。2011年1月上市,首刷印量高達15萬冊,躍居暢銷書榜第一名。
Gordon S. Murray spent more than twenty-five years working on Wall Street, primarily at Goldman Sachs, Lehman Brothers, and Credit Suisse First Boston in a variety of institutional sales
and management roles. After his Wall Street career, Murray worked as a consultant with Dimensional Fund Advisors. He is a graduate of the University of North Carolina at Chapel Hill, and
earned an MBA from Columbia University.
丹尼爾.高迪(Daniel C. Goldie)
現任丹高迪金融服務公司總裁,該公司協助個人及家庭管理財富,進行明智的財務決策。他曾獲《舊金山商業時報》選為「舊金山灣區二十五位頂尖理財顧問」,以及財經權威《霸榮財經週刊》選為「全美百大獨立理財顧問」。
他畢業於史丹福大學經濟學系、加州大學柏克萊分校哈斯商學院企管研究所。年輕時是網球好手,曾打進溫布頓大賽前八強,並贏得四座職業賽獎盃。1991年打完ATP世界賽後,從網壇退休,展開投資生涯。目前為金融分析師協會會員,具備特許金融分析師(CFA)、認證理財規劃顧問(CFP)等專業認證。1998年出版《投資人如何打敗華爾街的金錢遊戲》。
Daniel C. Goldie is president of Dan Goldie Financial Services, LLC, a registered investment advisory firm. A former professional tennis player and Wimbledon quarterfinalist, he has been
recognized by Barron’s as one of the top 100 independent financial advisors in the United States. He graduated from Stanford University and has an MBA degree from the Haas School of Business,
University of California at Berkeley.