Buch, Englisch, 280 Seiten, Format (B × H): 162 mm x 241 mm, Gewicht: 608 g
Buch, Englisch, 280 Seiten, Format (B × H): 162 mm x 241 mm, Gewicht: 608 g
ISBN: 978-1-57444-301-1
Verlag: CRC Press
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
Professional and Professional Practice & Development
Autoren/Hrsg.
Weitere Infos & Material
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.
