Loading...

Getting Started in Asset Allocation

Share Icon
Bill Bresnan, Eric Gelb 

ISBN: 978-0-471-32684-7

March 1999

272 pages

To Purchase this product, please visit
https://dev.store.wiley.com/en-ca/Getting+Started+in+Asset+Allocation-p-9780471326847

Getting Started in Asset Allocation

Bill Bresnan,Eric Gelb

Paperback
978-0-471-32684-7
March 1999
CAD $43.99
Description
A system for organizing investment holdings according to risk level, asset allocation is an essential component of creating a solid portfolio. Knowing where, when, and how to begin, however, can be confusing. This indispensable guide clarifies everything in plain English. Covering the basics of starting an asset allocation program, it offers sound advice, helpful tips, and practical guidelines—all corresponding to your particular financial situation, whether you're single, married with children, saving for college, or retired. Along with a helpful glossary of financial terms, here's where you'll find complete details on:
  • Risk—the nature of risk, risk versus volatility, risk/reward trade-off, and the ten types of risk.
  • Allocation techniques—financial objectives, cash flow needs, and tactical asset models.
  • Low-, medium-, and high-risk assets—government securities, certificates of deposit, fixed annuities, corporate bonds, futures, commodities.
  • Mutual funds and asset allocation—selecting funds, addedrewards, additional risks.
  • Maximizing wealth—value approach, rebalancing your portfolio, periodic review.

    BILL BRESNAN is the nationally known financial talk show host, author of several books on personal finance, and a contributor to Today's Investor magazine. ERIC GELB is a vice president in corporate finance with a major investment bank. He has written several books, including Personal Budget Planner and is frequently quoted in the press on budgeting and credit issues.

About the Author

Bill Bresnan is the author of Getting Started in Asset Allocation, published by Wiley.

Eric Gelb is the author of Getting Started in Asset Allocation, published by Wiley.

Series
Getting Started In...
To Purchase this product, please visit
https://dev.store.wiley.com/en-ca/Getting+Started+in+Asset+Allocation-p-9780471326847