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Private Money Management: Switching from Mutual Funds to Private Money Managers

Autor Julie Stone, Larry Chambers
en Limba Engleză Hardback – 22 iun 2001
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.
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    Specificații

    ISBN-13: 9781574443011
    ISBN-10: 1574443011
    Pagini: 280
    Ilustrații: 25 b/w images and 10 tables
    Dimensiuni: 156 x 234 x 23 mm
    Greutate: 1.33 kg
    Ediția:1
    Editura: Taylor & Francis
    Colecția CRC Press
    Locul publicării:Oxford, United Kingdom

    Public țintă

    Professional Practice & Development

    Cuprins

    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.

    Descriere

    Exploring the recent Wall Street trend of switching from mutual funds to private money managers, this book covers the pros and cons of both and their unique tax implications. It supplies a blueprint of investment objectives that focus on building overall net worth instead of chasing the next hot investment in a volatile market. From basic investing to advanced planning readers get step-by-step strategies to achieve their financial goals. They will learn everything an astute investor, trader, or financial advisor must know before they commit to a plan and will become a successful and sophisticated investor.