Art of Investing and Portfolio Management: A proven 6-Step Process to Meet Your Financial Goals

Art of Investing and Portfolio Management: A proven 6-Step Process to Meet Your Financial Goals

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Product Details

ISBN-13: 9780071498302
Publisher: McGraw-Hill Professional Publishing
Publication date: 01/11/2008
Pages: 256
Product dimensions: 6.20(w) x 9.10(h) x 0.82(d)

About the Author

Ronald Cordes, Brian O'Toole, and Richard Steiny are the co-founder and President, Head of Product Development, and Head of Strategic Accounts for Assetmark Investment Services, respectively.

Table of Contents

Chapter 1: A Better Path to Investment Success

Chapter 2: Investors Gone Bad: The Lessons of Behavioral Finance

Chapter 3: Financial Analysis: Your First Step to Investment Success

Chapter 4: Asset Allocation: Getting the Right Mix

Chapter 5: The Portfolio Strategist: Your Investment Plan’s Coach

Chapter 6: Implementing Your Plan

Chapter 7: Staying in Balance

Chapter 8: Assessing Your Progress

Chapter 9: Picking the Right Funds

Chapter 10: Using Exchange-Traded Funds

Chapter 11: Privately-Managed Accounts: What’s Old is New Again

Chapter 12: Hedging Your Bets Through Alternative Investments

Chapter 13: Putting It All Together

Chapter 14: Building a Retirement Income Portfolio

Chapter 15: The Changing Investment Landscape

Chapter 16: Selecting a Financial Advisor

Appendix: Advisor Interview Questionnaire

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