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Asset Allocation For Dummies D Perrucci

Asset Allocation For Dummies By D Perrucci

Asset Allocation For Dummies by D Perrucci


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Summary

Asset allocation involves dividing an investment portfolio among different asset categories, such as stocks, bonds and cash, and spreading investments across these classes in order to reach specific goals. Asset Allocation For Dummies is for the reader who wants to diversify their portfolio, manage risk and maximize returns in any market.

Asset Allocation For Dummies Summary

Asset Allocation For Dummies by D Perrucci

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(r), CFP(r), 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).

About D Perrucci

Jerry A. Miccolis , CFA, CFP, FCAS, MAAA, is a financial advisor, widely quoted financial author, and expert commentator who has appeared on CBS Radio and ABC-TV. Dorianne R. Perrucci is a freelance writer who has been published in The New York Times , Newsweek , and TheStreet.com , and has collaborated on several investing books, including I.O.U.S.A., One Nation, Under Stress, In Debt (Wiley, 2008).

Table of Contents

Introduction. Part I: Discovering the Not-So-Secret Recipe for Asset Allocation. Chapter 1: Understanding Asset Allocation. Chapter 2: Weighing Risk and Return. Chapter 3: Making Sense of Asset Classes. Chapter 4: Determining the Right Proportions: Your Asset Mix. Chapter 5: Stirring the Mix: Portfolio Rebalancing. Part II: Getting Started. Chapter 6: Laying the Foundation for Your Plan. Chapter 7: Developing Your Investment Strategy. Chapter 8: Creating Your Allocation Plan. Part III: Building and Maintaining Your Portfolio. Chapter 9: Buying Securities. Chapter 10: Knowing Where to Put Your Assets: Asset Location. Chapter 11: Monitoring Your Portfolio: Rebalancing and Other Smart Strategies. Chapter 12: Measuring Your Results. Part IV: Going beyond the Basics. Chapter 13: Walking to the Beat of a Different Drum: Opting for Alternative Investments. Chapter 14: Managing Your Taxes like a Pro. Chapter 15: Knowing When to Revise Your Plan. Chapter 16: Finding Help When You Need It. Part V: The Part of Tens. Chapter 17: Ten Asset Classes and Subclasses and Their Historical Rates of Return. Chapter 18: Ten Common Asset Allocation Mistakes. Chapter 19: Ten Questions to Test Your Asset Allocation Know-How. Index.

Additional information

GOR006320909
9780470409633
0470409630
Asset Allocation For Dummies by D Perrucci
Used - Good
Paperback
John Wiley & Sons Inc
2009-05-08
368
N/A
Book picture is for illustrative purposes only, actual binding, cover or edition may vary.
This is a used book - there is no escaping the fact it has been read by someone else and it will show signs of wear and previous use. Overall we expect it to be in good condition, but if you are not entirely satisfied please get in touch with us

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