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Private Money Management - Julie Stone, Larry Chambers

Private Money Management

Switching from Mutual Funds to Private Money Managers
Buch | Hardcover
280 Seiten
2001
Crc Press Inc (Verlag)
978-1-57444-301-1 (ISBN)
CHF 119,95 inkl. MwSt
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Exploring the Wall Street trend of switching from mutual funds to private money managers, this book covers the pros and cons of both and their respective tax implications. From basic investing to advanced planning, it gives readers step-by-step strategies to achieve their financial goals.
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.

Julie Stone, Larry Chambers

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.

Erscheint lt. Verlag 22.6.2001
Zusatzinfo 10 Tables, black and white; 25 Illustrations, black and white
Verlagsort Bosa Roca
Sprache englisch
Maße 156 x 234 mm
Gewicht 600 g
Themenwelt Sachbuch/Ratgeber Beruf / Finanzen / Recht / Wirtschaft Geld / Bank / Börse
Wirtschaft Betriebswirtschaft / Management Finanzierung
ISBN-10 1-57444-301-1 / 1574443011
ISBN-13 978-1-57444-301-1 / 9781574443011
Zustand Neuware
Informationen gemäß Produktsicherheitsverordnung (GPSR)
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