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识破迷途:理财通识第一课

识破迷途:理财通识第一课

定 价:¥59.00

作 者: 南小鹏 著
出版社: 机械工业出版社
丛编项:
标 签: 暂缺

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ISBN: 9787111643180 出版时间: 2020-01-01 包装: 平装
开本: 16开 页数: 240 字数:  

内容简介

  现阶段,我国财富管理行业存在的诸多乱象使许多投资者蒙受巨大损失。如何在投资理财过程中避免“踩雷”是投资者面临的一大难题。本书作者基于自身多年专业投资经验及丰富的理财咨询实践,结合大量翔实的案例分析,分别从股票、房产、保险、海外投资、另类投资5个投资领域,从专业的角度一针见血指出投资过程中可能存在的“坑”,并提出具体解决办法,指导投资者更好地管理好自己的财富。

作者简介

  南小鹏,石榴询财CEO、江苏省理财师协会副秘书长,CFP(国际金融理财师)持证人。超过10年证券经纪、投行业务经历,多次为我国诸多高校、行业协会、银行等理财规划培训,并多次受到江苏省电视台、南京电视台、和讯网、《现代快报》、《扬子晚报》、《大众理财顾问》等媒体采访,江苏有线电视台财经节目特邀嘉宾,招商银行、新浪财经、雪球网特邀撰稿人。《中国理财师职业生态2018》总策划。

图书目录

序 .........................................................................................................................................Ⅲ
投资篇 ..........................................................................................................................001
公募冠军的巨额亏损 ..............................................................................................002
致命的百亿元级基金 ..............................................................................................005
股神的套路 ...............................................................................................................009
价值投资的门槛 ......................................................................................................013
一场本可避免的巨亏 ..............................................................................................017
指数化投资的午餐 ..................................................................................................021
10年基金定投的意外亏损 ....................................................................................027
量化基金巨亏的秘密 ..............................................................................................033
光环不再的信托 ......................................................................................................037
让她由富返贫的私募 ..............................................................................................042
不是谁都适合的P2P网贷 ....................................................................................046
股权投资的梦想与现实 .........................................................................................050
房产篇 ..........................................................................................................................053
风景“有毒”的海景房 .........................................................................................054
家庭“财富黑洞”的商铺 .....................................................................................060
公寓这把“温柔”的刀 .........................................................................................063
隐形“炸弹”的二押房 .........................................................................................066
防不胜防的房产中介套路 .....................................................................................069
难捡漏的法拍房 ......................................................................................................074
好心办坏事的给孩子买房 .....................................................................................078
保险篇 ..........................................................................................................................081
比保险更重要的体检 ..............................................................................................082
不会被忽悠的保险购买秘诀 .................................................................................086
给孩子买保险的误区 ..............................................................................................092
保险销售中的误导大全 .........................................................................................097
白买的保险 ...............................................................................................................104
内地消费者购买香港保险的坑 ............................................................................108
不保险的香港投连险 ..............................................................................................112
海外篇 ..........................................................................................................................115
海外理财的高门槛 ..................................................................................................116
资金出海的税务风险 ..............................................................................................119
真真假假的移民项目 ..............................................................................................123
海外购房的坑系列 ..................................................................................................126
泰国 ..................................................................................................................126
越南 ..................................................................................................................131
柬埔寨 .............................................................................................................135
塞浦路斯 ........................................................................................................140
希腊 ..................................................................................................................143
日本 ..................................................................................................................148
迪拜 ..................................................................................................................153
澳大利亚 ........................................................................................................159
其他篇 ..........................................................................................................................165
农业投资的局 ...........................................................................................................166
注定失败的众筹 ......................................................................................................169
需谨慎的充值消费 ..................................................................................................174
小心反被骗的帮助维权 .........................................................................................176
做生意尤其要关注的现金流 .................................................................................180
不小心就多几十万元的贷款利息 ........................................................................183
离你很近的银行卡盗刷 .........................................................................................192
身份证遗失的噩梦 ..................................................................................................196
也会有假的工商入股记录 .....................................................................................200
并不难的项目尽调 ..................................................................................................205
不能随便签字的担保 ..............................................................................................214
遗嘱,错过的代价 ..................................................................................................216
不能随便入的股 ......................................................................................................218
亟须着手准备的养老 ..............................................................................................220

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