Invest Successfully and Protect Your Assets PDF Download

Author: Richard Allison Johnson
Publisher: iUniverse
ISBN: 0595334881
Category : Self-Help
Languages : en
Pages : 131

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Book Description
In this witty, eye-opening guide, Certified Financial Planner and Chartered Mutual Fund Counselor Rick Johnson shares his no-holds-barred approach to investing. Drawing on more than twenty years of experience in financial services, he shows hard-working Americans how to design successful investment portfolios and build financial strategies that are fully aligned with their personal values and life goals. Johnson debunks commonly held myths, exposes misconceptions, and delivers plenty of practical advice and relevant, real-world techniques and secrets for: Avoiding the usual--and costly--mistakes that even professionals make Determining how much risk you can tolerate Setting reasonable, achievable expectations (and then meeting or exceeding them) Designing a custom portfolio centered on your individual values, needs, and goals and accounting for future contributions, expenditures, and withdrawal needs Simultaneously investing for good markets and bad markets Selecting and hiring a financial professional And, ultimately, making more money by investing less aggressively With Johnson's grounded advice, you'll not only keep your assets--you'll multiply them. With vigilance, dedication, and discipline, you will live more richly, fulfill your goals and dreams, and achieve the financial security you need.

Author: Jacques Lussier
Publisher: John Wiley & Sons
ISBN: 1118464796
Category : Business & Economics
Languages : en
Pages : 390

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Book Description
A process-driven approach to investment management that lets you achieve the same high gains as the most successful portfolio managers, but at half the cost What do you pay for when you hire a portfolio manager? Is it his or her unique experience and expertise, a set of specialized analytical skills possessed by only a few? The truth, according to industry insider Jacques Lussier, is that, despite their often grandiose claims, most successful investment managers, themselves, can't properly explain their successes. In this book Lussier argues convincingly that most of the gains achieved by professional portfolio managers can be accounted for not by special knowledge or arcane analytical methodologies, but proper portfolio management processes whether they are aware of this or not. More importantly, Lussier lays out a formal process-oriented approach proven to consistently garner most of the excess gains generated by traditional analysis-intensive approaches, but at a fraction of the cost since it could be fully implemented internally. Profit from more than a half-century's theoretical and empirical literature, as well as the author's own experiences as a top investment strategist Learn an approach, combining several formal management processes, that simplifies portfolio management and makes its underlying qualities more transparent, while lowering costs significantly Discover proven methods for exploiting the inefficiencies of traditional benchmarks, as well as the behavioral biases of investors and corporate management, for consistently high returns Learn to use highly-efficient portfolio management and rebalancing methodologies and an approach to diversification that yields returns far greater than traditional investment programs

Author: Sam Henderson
Publisher: John Wiley & Sons
ISBN: 1742468292
Category : Business & Economics
Languages : en
Pages : 323

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Book Description
Financial Planning DIY Guide is the only Australian all-in-one handbook to getting the most from your money. Written by expert financial planner Sam Henderson, this comprehensive guide will help you build and manage your assets no matter what your stage of life, and show you how to create your own one-page financial plan and put it into practice. Inside you'll learn how to: reduce your tax, boost your savings and maximize your income structure your investment portfolio (including investing in shares and property) and manage risk make the most of your superannuation plan your income for retirement protect your wealth through estate planning. It's never too soon (or too late) to plan your financial future and this book will show you how!

Author: Pat Dorsey
Publisher: John Wiley & Sons
ISBN: 1118045629
Category : Business & Economics
Languages : en
Pages : 296

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Book Description
The Five Rules for Successful Stock Investing "By resisting both the popular tendency to use gimmicks that oversimplify securities analysis and the academic tendency to use jargon that obfuscates common sense, Pat Dorsey has written a substantial and useful book. His methodology is sound, his examples clear, and his approach timeless." --Christopher C. Davis Portfolio Manager and Chairman, Davis Advisors Over the years, people from around the world have turned to Morningstar for strong, independent, and reliable advice. The Five Rules for Successful Stock Investing provides the kind of savvy financial guidance only a company like Morningstar could offer. Based on the philosophy that "investing should be fun, but not a game," this comprehensive guide will put even the most cautious investors back on the right track by helping them pick the right stocks, find great companies, and understand the driving forces behind different industries--without paying too much for their investments. Written by Morningstar's Director of Stock Analysis, Pat Dorsey, The Five Rules for Successful Stock Investing includes unparalleled stock research and investment strategies covering a wide range of stock-related topics. Investors will profit from such tips as: * How to dig into a financial statement and find hidden gold . . . and deception * How to find great companies that will create shareholder wealth * How to analyze every corner of the market, from banks to health care Informative and highly accessible, The Five Rules for Successful Stock Investing should be required reading for anyone looking for the right investment opportunities in today's ever-changing market.

Author: Simon Moore
Publisher: John Wiley & Sons
ISBN: 1119118468
Category : Business & Economics
Languages : en
Pages : 186

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Book Description
Leverage algorithms to take your investment approach to the next level Digital Wealth: An Automatic Way to Invest Successfully reveals core investment strategies that you can leverage to build long-term wealth. More than a simple review of traditional investment strategies, this innovative text proffers digital investment techniques that are driven not by people but by algorithms. Supported by asset allocation research, the secrets shared in this forward-thinking book have underpinned cutting-edge investment firms as they integrate algorithm-based strategies. In addition to presenting key concepts, this groundbreaking resource explains how these concepts can give you an edge over the professionals on Wall Street through details regarding achieving financial security and meeting financial goals rooted in a firm foundation in behavioral finance, portfolio tilts, and modern portfolio theory. Investment strategies have evolved from one generation to the next, and the ability to leverage new digital tools calls for another overhaul of traditional investment concepts. Investment techniques implemented by algorithm rather than by human monitoring can, in some cases, prove more successful. The key to a balanced portfolio is understanding what these algorithm-based strategies are, and how to best use them. Explore insights from multiple Nobel Prize winning academics that can give your investment strategy an edge Consider how technology can open up powerful techniques to mainstream investors, including tax-loss harvesting and automated rebalancing Discuss how cost minimization and a strategic tax approach can boost your portfolio's compound growth Identify strategies that support the long-term growth of your wealth Digital Wealth: An Automatic Way to Invest Successfully is an essential text for sophisticated individual investors and investment consultants alike who want to explore how digital tools can bolster financial success.

Author: Larry E. Swedroe
Publisher: Macmillan + ORM
ISBN: 1429972955
Category : Business & Economics
Languages : en
Pages : 197

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Book Description
Investment professional Larry E. Swedroe describes the crucial difference between "active" and "passive" mutual funds, and tells you how you can win the investment game through long-term investments in such indexes as the S&P 500 instead of through the active buying and selling of stocks. A revised and updated edition of an investment classic, The Only Guide to a Winning Investment Strategy You'll Ever Need remains clear, understandable, and effective. This edition contains a new chapter comparing index funds, ETFs, and passive asset class funds, an expanded section on portfolio care and maintenance, the addition of Swedroe's 15 Rules of Prudent Investing, and much more. In clear language, Swedroe shows how the newer index mutual funds out-earn, out-perform, and out-compound the older funds, and how to select a balance "passive" portfolio for the long hail that will repay you many times over. This indispensable book also provides you with valuable information about: - The efficiency of markets today - The five factors that determine expected returns of a balanced equity and fixed income portfolio - Important facts about volatility, return, and risk - Six steps to building a diversified portfolio using Modern Portfolio Theory - Implementing the winning strategy - and more.

Author: Carrie Schwab-Pomerantz
Publisher: Crown Currency
ISBN: 0804137374
Category : Business & Economics
Languages : en
Pages : 434

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Book Description
Here at last are the hard-to-find answers to the dizzying array of financial questions plaguing those who are age fifty and older. The financial world is more complex than ever, and people are struggling to make sense of it all. If you’re like most people moving into the phase of life where protecting—as well as growing-- assets is paramount, you’re faced with a number of financial puzzles. Maybe you’re struggling to get your kids through college without drawing down your life’s savings. Perhaps you sense your nest egg is at risk and want to move into safer investments. Maybe you’re contemplating downsizing to a smaller home, but aren’t sure of the financial implications. Possibly, medical expenses have become a bigger drain than you expected and you need help assessing options. Perhaps you’ll shortly be eligible for social security but want to optimize when and how to take it. Whatever your specific financial issue, one thing is certain—your range of choices is vast. As the financial world becomes increasingly complex, what you need is deeply researched advice from professionals whose credentials are impeccable and who prize clarity and straightforwardness over financial mumbo-jumbo. Carrie Schwab-Pomerantz and the Schwab team have been helping clients tackle their toughest money issues for decades. Through Carrie’s popular “Ask Carrie” columns, her leadership of the Charles Schwab Foundation, and her work across party lines through two White House administrations and with the President’s Advisory Council on Financial Capability, she has become one of America’s most trusted sources for financial advice. Here, Carrie will not only answer all the questions that keep you up at night, she’ll provide answers to many questions you haven’t considered but should.

Author: Peter Sander
Publisher: Simon and Schuster
ISBN: 1440556628
Category : Business & Economics
Languages : en
Pages : 256

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Book Description
After the wild ride that began in the fall of 2008, individual stock investing has become far more challenging. Think of a golf swing-hit it right and it goes long and straight; hit it wrong and you'll end up in the weeds. But-like much else in life-when done right golf swings become habits. Investing should be no different. What works should become habit, and for success every investor should develop his or her own set of habits. In this book, investing expert Peter Sander reveals a set of twenty-five habits that lie behind his own personal investing success, habits loyal to the value investing principles of Benjamin Graham, Warren Buffett, and others. These habits will help you hit your investments long and straight. Book jacket.

Author: Mark Haynes Daniell
Publisher: John Wiley & Sons
ISBN: 0470824298
Category : Business & Economics
Languages : en
Pages : 480

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Book Description
Introducing a fresh perspective on wealth management, with proven solutions to the challenges of preserving wealth and investing well in turbulent times Family Wealth Management is coauthored by two experts in the field of private wealth - one, a former director of Bain & Company and the chairman of two of the world's largest family trusts, and the other, a CEO of a leading global family office and professor of finance from University of Toronto. The book introduces you to a unique model of wealth management that produces the desired return outcomes while being consistent with a family's overarching goals and values. The approach combines the best traditional investment and portfolio management practices with innovative new approaches designed to successfully navigate through economic climates both fair and foul. While the authors address the critical "hard" issues of asset management, they also emphasize important "soft" issues of working with families to ensure that actions are congruent with objectives, in alignment with family governance principles and designed to help sustain and grow family wealth over multiple generations. The authors provide clear guidance on how to master each component. How to establish clear family vision, values, and goals as a critical foundation to a sound wealth management strategy How to establish a practical, integrated investment framework that will ensure a consistent, disciplined approach in all environments How to set a long-term family wealth strategy and define an asset allocation model that will produce the desired results How to draft an annual investment policy statement and refine the investment tactics based on capital markets trends and changes in the family’s circumstance How to effectively monitor performance and respond to the need for change How to carefully select and manage an ecosystem of experienced, trusted financial advisors who will provide critical guidance through challenging period ahead How to successfully engage and educate the family to preserve and enhance the family’s financial wealth and human capital over the generations

Author: Burton Gordon Malkiel
Publisher: W. W. Norton & Company
ISBN: 9780393057829
Category : Business & Economics
Languages : en
Pages : 422

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Book Description
An informative guide to successful investing, offering a vast array of advice on how investors can tilt the odds in their favour.