Stone / Chambers Private Money Management

Switching from Mutual Funds to Private Money Managers
Erscheinungsjahr 2001
ISBN: 978-1-4200-2549-1
Verlag: Taylor & Francis
Format: PDF
Kopierschutz: Adobe DRM (»Systemvoraussetzungen)

E-Book, Englisch, 280 Seiten

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.

Zielgruppe

Individual and private investors, mutual fund investors, individuals with complex tax or estate planning needs, stock brokers, investment consultants, money managers, financial planners, insurance brokers, bankers, senior managers of privately held companies, CPAs, and advisors

Autoren/Hrsg.

Stone, Julie

Chambers, Larry

Fachgebiete

• Wirtschaftswissenschaften Finanzsektor & Finanzdienstleistungen Finanzsektor & Finanzdienstleistungen: Allgemeines

Inhaltsverzeichnis

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