Items related to Understanding Asset Allocation

Understanding Asset Allocation - Softcover

Frush, Scott

 
9780071475945: Understanding Asset Allocation

Synopsis

Build and manage a winning portfolio in bull and bear markets

Understanding Asset Allocation logically explains exactly what you need to know about how to allocate your assets. This comprehensive, highly accessible guide clearly explains the key principles of asset allocation, from selection to rebalancing to risk vs. return. You'll discover how the different asset classes behave, the leading misconceptions about allocation, and how risk profile, time horizon, and needs can impact your investments. No matter your type of portfolio or your level of experience, this easy-to-follow, non-technical rulebook shows you how to:

  • Apply allocation with separate asset classes or through mutual funds
  • Protect your investments from large swings in market value
  • Achieve both your pre-retirement and retirement financial goals
  • Avoid common allocation mistakes and behavioral blunders

    Complete with instructive, hands-on examples of real-world portfolios that have exhibited a high level of return, Understanding Asset Allocation arms you with all the tools you need to build and manage a portfolio that experiences higher investment performance and less risk over time.

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    About the Author

    SCOTT FRUSH, CFA, CFP is a Michigan-based senior financial advisor to affluent clients. He holds an MBA from the University of Notre Dame and a BBA from Eastern Michigan University, including the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations. Frush has authored six books for McGraw-Hill.

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