Books tagged: asset allocation

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Found: 13 results

Should Municipal Bonds be a Tool in Your Retirement Planning Toolbox?
By Dale Maley
Price: $2.99 USD. Words: 2,320. Language: English. Published: July 5, 2010. Category: Nonfiction
After the Crash of 2008, many investors are choosing to lower their portfolio risk. Tax free municipal bonds can be an attractive alternative to taxable bonds for several reasons. This short story explores the use of municipal bonds. It will help investors better understand how to optimize their retirement portfolio.
How to Invest for Retirement After the Crash of 2008
By Dale Maley
Price: $2.99 USD. Words: 3,220. Language: English. Published: July 7, 2010. Category: Nonfiction
In 2008, we experienced one of the worst Bear markets in our lifetime. Many investors lost half of their portfolios and wonder if they can ever retire. This short story explores several techniques that investors can use to revise how they save and invest for retirement.
Is Portfolio Rebalancing Worth It?
By Dale Maley
Price: $2.99 USD. Words: 4,300. Language: English. Published: July 8, 2010. Category: Nonfiction
Rebalancing a portfolio requires effort to determine the optimum methodology for rebalancing. It also involves trading costs and potential tax costs. This short story explores the history of rebalancing and then determines if rebalancing is really worth it for the average investor.
Total Market or Slice-n-Dice for My Investment Portfolio
By Dale Maley
Price: $2.99 USD. Words: 3,580. Language: English. Published: July 8, 2010. Category: Nonfiction
This short story performs an analysis to determine which asset allocation strategies performed the best over the seven year 2000-2006 time period and the longer thirty-four year period from 1972-2006. Hopefully the results of this analysis will help people choose the best asset allocation for their own portfolios.
How Asset Allocation Can Help You Achieve Your Financial Goals
By Dale Maley
Price: $2.99 USD. Words: 7,470. Language: English. Published: July 10, 2010. Category: Nonfiction
As a child, your mother probably told you not to put all your eggs into one basket. Asset allocation uses the same basic principle. This story story explores the definition of asset allocation and how you can use it to help achieve your financial goals.
Should My Asset Allocation Include My Pension and Social Security?
By Dale Maley
Price: $2.99 USD. Words: 4,730. Language: English. Published: August 22, 2010. Category: Nonfiction
Many Americans are saving and investing for retirement. One of the key steps in investing is to determine an asset allocation that meets your specific situation. This short story explains whether or not you should include the present value of your pension and Social Security as bonds in your asset allocation plan.
Are Black Swans Really Harmful to Ordinary Investors?
By Dale Maley
Price: $2.99 USD. Words: 4,860. Language: English. Published: August 29, 2010. Category: Nonfiction
Nassim Nicholas Taleb popularized the term Black Swan through his books and interviews. Taleb’s Black Swan Theory refers only to unexpected events of large magnitude and consequence and their dominant role in history. This short story explores whether or not Black Swan events are really important to ordinary Main Street investors versus Wall Street traders.
How Does My Asset Allocation Compare to Everyone Else?
By Dale Maley
Price: $2.98 USD. Words: 3,350. Language: English. Published: September 14, 2010. Category: Nonfiction
The most critical decision involved with your retirement portfolio is the correct asset allocation. This short story reveals the actual asset allocation used by Americans as a function of age group. You can compare your age and your asset allocation with similar age groups and see how you compare.
How Do I Select the Correct Risk Level for My Portfolio?
By Dale Maley
Price: $2.99 USD. Words: 4,100. Language: English. Published: February 5, 2011. Category: Nonfiction
One of the key decisions an investor has to make is what level of portfolio risk to assume. This short story explores the issue of portfolio risk and asset allocation. After reading this short story, you will have enough information to make your own well-informed asset allocation decision.
Common Sense Investing: Ten Simple Rules to Finance Your Dreams
By Rick Van Ness
Price: $4.99 USD. Words: 15,930. Language: English. Published: September 15, 2011. Category: Nonfiction
Learn basic financial concepts to make it more likely that you'll achieve common life goals such as owning a home, providing for yourself or your family, taking fun vacations, and retiring in comfort—all free from financial stress.