Asset Allocation For Dummies

Overview

An easy-to-understand how-to guide to the single most important thing you can do in investing — choosing and mixing your assets successfully.

You don’t need to be an expert analyst, a star stock-picker, or a rocket scientist to have better investment results than most other investors. You just need to allocate your assets in the right way, and have the conviction to stick with that allocation.

The big secret behind asset allocation — the secret...

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Overview

An easy-to-understand how-to guide to the single most important thing you can do in investing — choosing and mixing your assets successfully.

You don’t need to be an expert analyst, a star stock-picker, or a rocket scientist to have better investment results than most other investors. You just need to allocate your assets in the right way, and have the conviction to stick with that allocation.

The big secret behind asset allocation — the secret that most sophisticated investors know and use to their benefit — is that it’s really not all that hard to do.

Asset Allocation For Dummies serves as a comprehensive guide to maximizing returns and minimizing risk — while managing taxes, fees and other costs — in putting together a portfolio to reflect your unique financial goals.  

Jerry A. Miccolis (Basking Ridge, NJ), CFA®, CFP®, FCAS, MAAA is a widely quoted expert commentator who has been interviewed in The New York Times and the Wall Street Journal, and appeared on CBS Radio and ABC-TV.  He is a senior financial advisor and co-owner of Brinton Eaton Wealth Advisors (www.brintoneaton.com), a fee-only investment management, tax advisory and financial planning firm in Madison, N.J. Dorianne R. Perrucci (Scotch Plains, NJ) is a freelance writer who has been published in The New York Times, Newsweek, and TheStreet.com, and has collaborated on several financial books, including I.O.U.S.A, One Nation, Under Stress, In Debt (Wiley, 2008).

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Product Details

  • ISBN-13: 9780470409633
  • Publisher: Wiley
  • Publication date: 5/11/2009
  • Series: For Dummies Series
  • Edition number: 1
  • Pages: 364
  • Sales rank: 644,956
  • Product dimensions: 7.30 (w) x 9.20 (h) x 0.90 (d)

Meet the Author

Jerry A. Miccolis, CFA, CFP, FCAS, MAAA, is a financialadvisor, widely quoted financial author, and expert commentator whohas appeared on CBS Radio and ABC-TV.

Dorianne R. Perrucci is a freelance writer who has beenpublished in The New York Times, Newsweek, andTheStreet.com, and has collaborated on several investingbooks, including I.O.U.S.A., One Nation, Under Stress, InDebt (Wiley, 2008).

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Table of Contents

Introduction.

Part I: Discovering the Not-So-Secret Recipe for AssetAllocation.

Chapter 1: Understanding Asset Allocation.

Chapter 2: Weighing Risk and Return.

Chapter 3: Making Sense of Asset Classes.

Chapter 4: Determining the Right Proportions: Your AssetMix.

Chapter 5: Stirring the Mix: Portfolio Rebalancing.

Part II: Getting Started.

Chapter 6: Laying the Foundation for Your Plan.

Chapter 7: Developing Your Investment Strategy.

Chapter 8: Creating Your Allocation Plan.

Part III: Building and Maintaining Your Portfolio.

Chapter 9: Buying Securities.

Chapter 10: Knowing Where to Put Your Assets: AssetLocation.

Chapter 11: Monitoring Your Portfolio: Rebalancing and OtherSmart Strategies.

Chapter 12: Measuring Your Results.

Part IV: Going beyond the Basics.

Chapter 13: Walking to the Beat of a Different Drum: Opting forAlternative Investments.

Chapter 14: Managing Your Taxes like a Pro.

Chapter 15: Knowing When to Revise Your Plan.

Chapter 16: Finding Help When You Need It.

Part V: The Part of Tens.

Chapter 17: Ten Asset Classes and Subclasses and TheirHistorical Rates of Return.

Chapter 18: Ten Common Asset Allocation Mistakes.

Chapter 19: Ten Questions to Test Your Asset AllocationKnow-How.

Index.

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