Private Money Management

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A01=Julie Stone
A01=Larry Chambers
allocation
AMEX
annuity evaluation
asset
Asset Allocation
Asset Class
Author_Julie Stone
Author_Larry Chambers
averaging
behavioral finance principles
bond
Bond Funds
Bond Mutual Fund
Category=KFFM
Category=VSB
cost
Deadly Mistakes
Discount Broker
dollar
Dollar Cost Averaging
eq_bestseller
eq_business-finance-law
eq_isMigrated=1
eq_isMigrated=2
eq_nobargain
eq_non-fiction
eq_self-help
financial planning software
Fixed Income Investments
Follow
Full Service Brokerage
fund
Held
Index Funds
individual retirement accounts
investment
Investment Management Consultant
investment performance metrics
Lowering Investment Risk
Market Timing
Municipal Bond
mutual
Mutual Fund
Payments
Percent Tax Bracket
performance
portfolio risk modeling
retirement income optimization strategies
Roth IRA
Unlimited
Variable Annuities
Vice Versa
Wo

Product details

  • ISBN 9781574443011
  • Weight: 600g
  • Dimensions: 156 x 234mm
  • Publication Date: 22 Jun 2001
  • Publisher: Taylor & Francis Inc
  • Publication City/Country: US
  • Product Form: Hardback
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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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