Private Money Management: Switching from Mutual Funds to Private Money Managers, 1st Edition (Hardback) book cover

Private Money Management

Switching from Mutual Funds to Private Money Managers, 1st Edition

By Julie Stone, Larry Chambers

CRC Press

280 pages | 25 B/W Illus.

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Hardback: 9781574443011
pub: 2001-06-22
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pub: 2001-06-22
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Description

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 Private Money Managers supplies a blueprint of investment objectives that does just that.

Private Money Management: Switching from Mutual Funds to Private Money Managers gives you the confidence and ability an ever-expanding, competitive marketplace of investment products demands. From basic investing to advanced planning, you get step-by-step strategies to achieve your financial goals. You will understand which combinations of investments will give you the highest probability of making up any shortfalls, lower your costs, and operate your investment program fully aware of the tax consequences.

Get in-depth coverage of:

  • Investing for retirement

  • The power of tax-deferral

  • IRAs and the Roth IRA

  • Retirement plans for the independent business

  • 401(k) or 403(b)

  • Annuities and variable annuities

  • Social Security: good news to save you money

  • Financial planning on the Internet

  • Selecting your financial advisor or investment advisory team

  • Qualifications you should demand from your money manager

  • How to analyze an investment and read a prospectus

  • Invest to pay for college

    Leave the gambling to others, and base your decisions on accurate information. Your investment program should be designed to meet your financial goals, not beat the stock market. Private Money Management: Switching from Mutual Funds to Private Money Managers provides you with an investment strategy that has the highest probability of achieving the absolute dollars you need, within your time frame, and with the appropriate level of risk - and will teach you how to use it.

  • Table of Contents

    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

    Subject Categories

    BISAC Subject Codes/Headings:
    BUS027000
    BUSINESS & ECONOMICS / Finance