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Uncertainty is a Certainty

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Uncertainty is a Certainty

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If you are responsible for managing someone else’s money, you are a fiduciary and you need to read this book. The book is called Uncertainty is a Certainty because you can’t always be right so, as a fiduciary, you must be prudent. The Uniform Prudent Investor Act describes prudence as a process with clearly defined duties that are the legal standards by which a fiduciary is judged. Even though being a fiduciary is a very serious legal obligation this book actually makes learning how to be one fun.

2

Uncertainty is a Certainty - Table of Contents

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Sample 1 Sample 2. The following is the first of eight samples taken from the book. It is the introduction to the book:. Obviously, this is a book for fiduciaries, but just who is a fiduciary? Simply put, a fiduciary is anyone responsible for managing someone else’s money. But how do they do that? What are they supposed to do? Are they legally bound to behave in certain ways and follow certain procedures? What differentiates a good fiduciary from the bad and the ugly ones? The Uniform Prudent Investor Act.

3

Uncertainty is a Certainty - About the Author

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Many people have difficulty spelling the author’s name, but 13-year-old Sameer Mishra got it right:. G-u-e-r-d-o-n. Guerdon means financial reward and it was the winning word at the 2008 Scripps National Spelling Bee. Mr Ely has taught courses for the California Continuing Education of the Bar and other professional organizations. He has contributed to educational materials used at American Law Institute-American Bar Association programs, at the Notre Dame Tax Institute, and the Heckerling Institute ...

4

Uncertainty is a Certainty - Testimonials

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If you ever need to serve as or hire a trustee, executor, or investment advisor for your own money or that of family or friends, you must understand what fiduciary responsibility means. Guerdon Elys book is the fastest, most boredom-free, way to gain that understanding. Natalie B. Choate, Esq.,. Life and Death Planning for Retirement Benefits. David O’Leary, Esq.,. Senior Counsel, Holland and Knight LLP. This book is brilliant! Director of Financial Planning. Glenn Freed, PhD,. I am not a fiduciary, but ...

5

Uncertainty is a Certainty - Foreword

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The following foreword is by W. Scott Simo. N, author of. The Prudent Investor Act: A Guide to Understanding. Click Here to Order!

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Appleby Retirement Consulting - Resources

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Appleby Retirement Consulting Inc./973-313-9877. IRA Cheat Sheet ( Laminated and PDF Quick Reference Guides) and Booklet. IRA Newsletter for clients and prospects. IRA Digest- Network with Tax and Legal Professionals. IRA Digest and IRA News and Tips: Buy Both and Save. IRA Fact Sheets-Use Instead of Business Cards. IRA Letters-to clients and prospects. IRA Resource and Education Center. The IRA Authority Newsletter. IRA Techincal Consulting subscriptions. Testimonials- IRA Cheat Sheets. Natalie B. C...

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40 Philadelphia Drive, Suite 101, Chico, CA 95973 - Phone: 800-560-0636. Our publications are chosen to educate you about those principles and motivate you to follow them. Keep true, never be ashamed of doing right; decide on what you think is right, and stick to it. Investment Adviser Public Disclosure website. Business Continuity Plan Summary.

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Uncertainty is a Certainty

If you are responsible for managing someone else’s money, you are a fiduciary and you need to read this book. The book is called Uncertainty is a Certainty because you can’t always be right so, as a fiduciary, you must be prudent. The Uniform Prudent Investor Act describes prudence as a process with clearly defined duties that are the legal standards by which a fiduciary is judged. Even though being a fiduciary is a very serious legal obligation this book actually makes learning how to be one fun.

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