What Matters?: The Real Issues Behind the Investment Curtain

What Matters?: The Real Issues Behind the Investment Curtain

by Reid S. Johnson



Product Details

ISBN-13: 9780985276508
Publisher: Planning Group
Publication date: 08/09/2012
Pages: 104
Product dimensions: 8.80(w) x 5.90(h) x 0.40(d)

About the Author

Reid S. Johnson is a noted wealth management advisor, author, consultant, and lecturer. For the past forty years, he has advised clients in the areas of investment, tax, retirement, insurance, and estate planning strategies, and has authored many financial services-related books. Reid is the managing partner of Essential Knowledge Group, LLC, an educational group designed to educate and retool our returning veterans in financial and investment-related services. Reid is a big believer in education, having obtained fifteen degrees and certifications related specifically to financial services. Reid also served as an adjunct faculty member at the College for Financial Planning (CFP courses), the American College (CLU and ChFC courses), as well as an instructor at Parkland College, Champaign, Illinois, where he designed and later taught its first financial planning program.

Table of Contents

Introduction ix

The game changes the minute you leave your retirement party

Where Do You Start? 3

The structure of your investment portfolio is crucial to your success

Minimizing Losses 11

It is critical to minimize your losses

Timing of Returns and Minimizing Volatility 15

Minimize losses and reduce volatility to even out returns

Where Do We Stand Today? 23

Unfortunately-many investors need a bull market to make it

Isn't This a Bit Too Complicated? 29

The high bond returns over the last 30 years are very unlikely to repeat themselves

Investment Management Styles 39

The investor needs to be careful not to blow up their portfolio

Strategic Versus Tactical or Absolute Return 57

Sometimes the best offense is a good defense

The 8th Wonder of the World 67

He who understands it… earns it. He who doesn't …pays it

Managing Investment Costs 71

Be informed of the true cost of an investment

Which Investment Philosophy is Best? 77

The biggest challenge is how to find the talent-I can assure you it's not easy

So What Should You Do? 83

Be adaptive. The result is a portfolio that is built not just for the last market cycle, but for any cycle

Tying Things Back to the Financial Plan 93

The #1 concern investors have is living longer than their money lasts

Wrap-Up 97

Retirees today could very well be in the "Perfect Storm" with their investments

A Final Thought 103

You Are The One Who Ultimately Ends Up Paying The Price - Or Reaping The Rewards

About the Author 103

Definitions 109

Disclosures 115

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