An easy-to-understand how-to guide to the single most important thing you can do in investing — choosing and mixing your assets successfully. You don’t need to be an expert analyst, a star stock-picker, or a rocket scientist to have better investment results than most other investors. You just need to allocate your assets in the right way, and have the conviction to stick with that allocation. The big secret behind asset allocation — the secret that most sophisticated investors know and use to their benefit — is that it’s really not all that hard to do. Asset Allocation For Dummies serves as a comprehensive guide to maximizing returns and minimizing risk — while managing taxes, fees and other costs — in putting together a portfolio to reflect your unique financial goals. Jerry A. Miccolis (Basking Ridge, NJ), CFA®, CFP®, FCAS, MAAA is a widely quoted expert commentator who has been interviewed in The New York Times and the Wall Street Journal, and appeared on CBS Radio and ABC-TV. He is a senior financial advisor and co-owner of Brinton Eaton Wealth Advisors (www.brintoneaton.com), a fee-only investment management, tax advisory and financial planning firm in Madison, N.J. Dorianne R. Perrucci (Scotch Plains, NJ) is a freelance writer who has been published in The New York Times, Newsweek, and TheStreet.com, and has collaborated on several financial books, including I.O.U.S.A, One Nation, Under Stress, In Debt (Wiley, 2008).
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In addition to covering all the basics, this new edition of All About Asset Allocation includes timely advice on: Learning which investments work well together and why Selecting the right mutual funds and ETFs Creating an asset allocation ...
This book is most timely in today's deleveraging, and possibly low return, world." —Charles de Vaulx, Chief Investment Officer and Portfolio Manager, International Value Advisers (IVA), and recipient of Morningstar's "International Stock ...
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Gives a review of the historical performance record of popular assets like stocks, bonds and cash and looks at the impact of inflation.
It is essential reading for investors willing to implement and optimise their private markets strategy.” —Olivier Carcy, Global Head of Private Equity, Indosuez Wealth Management “In this book, the authors give access to years of ...
If these restrictions are not adhered to, donors may sue for return of their money—as the Robertson family did in accusing Princeton of mismanaging their gift. Originally intended to educate students at Princeton's Woodrow Wilson School ...
This book covers each step in the asset allocation process, addressing as many of the relevant questions as possible along the way.
The portfolios, labeled Margaritaville, Dr. Bernstein's No Brainer, and Second Grader's Starter on ... Russell 3000 and the rest in the Barclays c08 JWBT412-Marston December 8, 2010 17:51 Printer: Courier Westford 162 P1: a/b P2: c/d ...