What if there were a way to cut through all the financial mumbo-jumbo? Wouldn’t it be great if someone could really explain to us--in plain and simple English--the basics we must know about investing in order to insure our financial freedom?
At last, here’s good news.
Jargon-free and written for all investors--experienced, beginner, and everyone in between--The Investment Answer distills the process into just five decisions--five straightforward choices that can lead to safe and sound ways to manage your money.
When Wall Street veteran Gordon Murray told his good friend and financial advisor, Dan Goldie, that he had only six months to live, Dan responded, “Do you want to write that book you’ve always wanted to do?” The result is this eminently valuable primer which can be read and understood in one sitting, and has advice that benefits you, not Wall Street and the rest of the traditional financial services industry.
The Investment Answer asks readers to make five basic but key decisions to stack the investment odds in their favor. The advice is simple, easy-to-follow, and effective, and can lead to a more profitable portfolio for every investor. Specifically:
- Should I invest on my own or seek help from an investment professional?
- How should I allocate my investments among stocks, bonds, and cash?
- Which specific asset classes within these broad categories should I include in my portfolio?
- Should I take an actively managed approach to investing, or follow a passive alternative?
- When should I sell assets and when should I buy more?
In a world of fast-talking traders who believe that they can game the system and a market characterized by instability, this extraordinary and timely book offers guidance every investor should have.
Daniel C. Goldie is president of Dan Goldie Financial Services, LLC, a registered investment advisory firm. A former professional tennis player and Wimbledon quarterfinalist, he has been recognized by Barron’s as one of the top 100 independent financial advisors in the United States. He graduated from Stanford University and has an MBA degree from the Haas School of Business, University of California at Berkeley.
Gordon S. Murray spent more than twenty-five years working on Wall Street, primarily at Goldman Sachs, Lehman Brothers, and Credit Suisse First Boston in a variety of institutional sales and management roles. After his Wall Street career, Murray worked as a consultant with Dimensional Fund Advisors. He is a graduate of the University of North Carolina at Chapel Hill, and earned an MBA from Columbia University.
