1st Edition
Private Money Management Switching from Mutual Funds to Private Money Managers
280 Pages
25 B/W Illustrations
by
CRC Press
280 Pages
by
CRC Press
Also available as eBook on:
If you knew exactly how much money you would need at retirement, you could figure out how much risk you'd have to take to get there. You could stop focusing on finding the next hot investment and set about building your overall net worth. You'd develop a plan to manage your existing assets and future resources to meet your anticipated needs. Private Money Management: Switching from Mutual Funds to... Read more
Introduction
Investment Strategies - What Works and What Doesn't
Misleading - Information
Get a Financial Coach
Financial Needs Discovery Worksheet
Understanding How Mutual Funds Work
All About Mutual Funds
Understanding Stocks
Understanding Bonds
How Investments Work Together
How Investments Work Together
The Seven Deadly Mistakes
Planning Your Route
Achieve Balance
Lowering Investment Risk
How to Chose a Money Manager
Understanding Manager Styles
Investment Performance Confusion
Making that Final Choice
The Final Breakthrough
Trusting International Signals
Monitoring/Controlling Risks
The Twelfth Step - Teaching Your Kids
Investing - Tax Deferred
Investing for a Longer Retirement
What are Annuities?
Social In-Security
Summary
Do-it-Yourself - On-Line
Your Investment Plan
How to Analyze an Investment - What to Watch Out For!
Other Types of Assets
How to Read a Prospectus
How to Pay for Your Children's College!
Putting it All Together
Glossary
Investment Strategies - What Works and What Doesn't
Misleading - Information
Get a Financial Coach
Financial Needs Discovery Worksheet
Understanding How Mutual Funds Work
All About Mutual Funds
Understanding Stocks
Understanding Bonds
How Investments Work Together
How Investments Work Together
The Seven Deadly Mistakes
Planning Your Route
Achieve Balance
Lowering Investment Risk
How to Chose a Money Manager
Understanding Manager Styles
Investment Performance Confusion
Making that Final Choice
The Final Breakthrough
Trusting International Signals
Monitoring/Controlling Risks
The Twelfth Step - Teaching Your Kids
Investing - Tax Deferred
Investing for a Longer Retirement
What are Annuities?
Social In-Security
Summary
Do-it-Yourself - On-Line
Your Investment Plan
How to Analyze an Investment - What to Watch Out For!
Other Types of Assets
How to Read a Prospectus
How to Pay for Your Children's College!
Putting it All Together
Glossary
Biography
Julie Stone, Larry Chambers
