Getting Started in Asset Allocation: Comprehensive Coverage Completely Up-To-Date

ISBN-13: 9780471326847 / Angielski / Miękka / 1999 / 272 str.

Eric Gelb; Bill Bresnan

Opis

Asset allocation is an essential component of creating a solid portfolio. This indispensable guide clarifies the where, when and how to begin of asset allocation in plain English. Covering the basics of starting an asset allocation program, it offers sound advice, helpful tips, and practical guidelines - all corresponding to your particular financial situation, whether you're single, married with children, saving for college, or retired. Along with a helpful glossary of financial terms, here is where you will find complete details on:
* Risk - the nature of risk, risk versus volatility, risk/reward trade-off, and the ten types of risk
* Allocation techniques - financial objectives, cash flow needs, and tactical asset models
* Low-, medium-, and high-risk assets - government securities, certificates of deposit, fixed annuities, corporate bonds, futures, commodities
* Mutual funds and asset allocation - selecting funds, added rewards, additional risks
* Maximizing wealth - value approach, re-balancing your portfolio, periodic review


Getting Started in Asset Allocation, authoritative, accessible, comprehensive and completely up-to-date.

Spis treści

Splitting Your Investment Pie.

Asset Allocation Explained.

Risk.

Reward.

Asset Allocation Techniques.

Low–Risk Assets.

Medium–Risk Assets.

High–Risk Assets.

Mutual Funds and Asset Allocations.

Retirement Planning.

Single People.

Young Married Couples.

Married with Children.

Couples Saving for College and Retirement.

Retired People.

Maximizing Wealth Through Asset Allocation.

Epilogue: Looking to the Future.

Glossary.

Index.

Blurb

A system for organizing investment holdings according to risk level, asset allocation is an essential component of creating a solid portfolio. Knowing where, when, and how to begin, however, can be confusing. This indispensable guide clarifies everything in plain English. Covering the basics of starting an asset allocation program, it offers sound advice, helpful tips, and practical guidelines all corresponding to your particular financial situation, whether you′re single, married with children, saving for college, or retired. Along with a helpful glossary of financial terms, here′s where you′ll find complete details on:

• Risk the nature of risk, risk versus volatility, risk/reward trade–off, and the ten types of risk.
• Allocation techniques financial objectives, cash flow needs, and tactical asset models.
• Low–, medium–, and high–risk assets government securities, certificates of deposit, fixed annuities, corporate bonds, futures, commodities.
• Mutual funds and asset allocation selecting funds, addedrewards, additional risks.
• Maximizing wealth value approach, rebalancing your portfolio, periodic review.

  BILL BRESNAN is the nationally known financial talk show host, author of several books on personal finance, and a contributor to Today′s Investor magazine. ERIC GELB is a vice president in corporate finance with a major investment bank. He has written several books, including Personal Budget Planner and is frequently quoted in the press on budgeting and credit issues.