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

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ISBN-10: 0071440054

ISBN-13: 9780071440059

Edition: 2004

Authors: Ronald Cordes, Brian O'Toole, Richard Steiny

List price: $29.95
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The vast majority of investors fail to achieve their financial objectives because they usually take an undisciplined approach to investing. To be a successful investor, the first step is to avoid costly mistakes. The best way to avoid mistakes is to follow a plan that works. This title lays out that plan.
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Book details

List price: $29.95
Copyright year: 2004
Publisher: McGraw-Hill Companies, The
Publication date: 7/7/2004
Binding: Hardcover
Pages: 183
Size: 6.25" wide x 9.00" long x 0.75" tall
Weight: 0.946
Language: English

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.

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

Prefacep. vii
A Better Path to Investment Successp. 1
Investors Gone Bad: The Lessons of Behavioral Financep. 11
Financial Analysis: Your First Step to Investment Successp. 27
Asset Allocation: Getting the Right Mixp. 39
The Portfolio Strategist: Your Investment Plan's Coachp. 65
Implementing Your Planp. 75
Staying in Balancep. 87
Assessing Your Progressp. 99
Picking the Right Fundsp. 107
Using Exchange-Traded Fundsp. 119
Privately Managed Accounts: What's Old Is New Againp. 127
Hedging Your Bets Through Alternative Investmentsp. 135
Putting It All Togetherp. 145
Strategies for a Changing Landscapep. 153
Selecting a Financial Advisorp. 163
Advisor Interview Questionnairep. 175
Indexp. 179
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