The Corporate Executive’s Guide to General Investing


Successful corporate executives face unique investing challenges, because their personal wealth is irrevocably tied to their company’s performance, normal market ups and downs, and even unexpected events. An executive’s investment portfolio may consist mostly of employer stock and stock options that are governed by rules the executive doesn’t know about and can’t control. And the executive also faces a variety of other financial landmines, ranging from taxes to corporate pension shortfalls.

So the forward-thinking corporate executive badly needs effective financial management and investing strategies to build a financially secure future, designed with the special needs of a corporate executive in mind. That is what this guide will provide: the essence of what investments and investing strategies the executive should consider employing to achieve financial independence sooner, rather than later.

The audience for this investing guide includes C-suite executives, middle managers, and those in supervisory positions with executive responsibilities or aspirations. It will also be useful for MBA students, those in executive education seminars, and others who are planning corporate careers.

This book will teach the executive reader:

  • How to set the proper goals before investing
  • How to maximize corporate resources for your investing goals
  • How to understand and choose from the different types of investments, including bank investments, stocks, mutual funds, exchange-traded funds (ETFs), venture capital investments, real estate investments, and alternative investments.
  • How design an effective portfolio strategy for an executive’s situation

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About the Author(s)

Paul Mladjenovic

Paul Mladjenovic was a CFP for 36 years and has extensive experience as a financial planner, educator, speaker and author of the best-selling Stock Investing For Dummies and many other b…

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Pub Date

March 25, 2022





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