Women & Mutual Funds: Gain Understanding and Be in Control

ISBN-13: 9780595457038 / Angielski / Miękka / 2008 / 92 str.

Mba Donald S. Gudhus

Opis

Women have always been underserved in the personal financial market, whether it relates to choosing mutual funds for a 401(k), 403(b), or other retirement plan, obtaining a mortgage, buying insurance, or a myriad of other financial needs. Don Gudhus utilizes his years of experience as an investment advisor to simplify a complex subject. He has written a book that offers a step-by-step method to selecting, constructing, and maintaining an effective portfolio of stock mutual funds. Whether you're a full- or part-time professional, a stay-at-home mom, a divorcee, a widow, a pre-retiree, or already retired, Women & Mutual Funds can help you. He begins by detailing the various styles, sizes, and geographical aspects of mutual funds; provides the tools needed to confidently select appropriate mutual funds; and offers in-depth information about how to monitor a portfolio for years to come. He supplements his recommended methods with: A discussion on the importance of proper asset allocation A way to clearly measure risk tolerance Worksheets to help establish and adjust asset allocation A process to monitor, rebalance, or reallocate portfolio investments The performance of a portfolio is rarely a matter of luck. Don provides valuable insight into the vast and complex array of available mutual funds, ultimately helping you decide which mutual funds are best for you."