Understanding Asset Allocation | Understanding…

Understanding Asset Allocation

Authors: Scott Frush

Published: 2007

ISBN: 9780071632232 007147594X

Contents

Acknowledgments

Introduction

PART ONE WHAT YOU NEED TO KNOW FIRST

1 Importance and Benefits of Asset Allocation

2 Understanding Investment Risk and Return

3 Essentials of Asset Allocation

4 The 10 Cornerstone Principles of Asset Allocation

PART TWO ASSET CLASS ALTERNATIVES

5 Equity Investments: Higher Return, but Higher Risk Assets

6 Fixed-Income Investments: Lower Risk, but Lower Return Assets

7 Alternative Investments: Assets to Amplify Your Portfolio

8 Global Investments: Assets without Borders

PART THREE DETERMINING AND MANAGING YOUR ASSET ALLOCATION

9 Multi-Asset-Class Portfolios: Behavior and Selection Framework

10 Master Asset Allocation Plan: Blueprint for Winning Portfolios

11 Early Accumulators: Model Portfolios for Long-Term Appreciation

12 Mid-Life Consolidators: Model Portfolios for Growth and Preservation

13 Retired Spenders & Gifters: Model Portfolios for Income and Stability

PART FOUR FINAL WORD ON WHAT YOU NEED TO KNOW

14 Common Mistakes and Behavioral Blunders: Avoid Sabotaging Your Asset Allocation

15 Leading Misconceptions: Separating Fact from Fiction

16 Professional Advice and Resources: Maximize Your Asset Allocation

Conclusion

Index