All About Asset Allocation, Second Edition

by Ferri, Richard

• ISBN13: 9780071700788
• ISBN10: 0071700781
• Edition: 2nd
• Format: Paperback
• Copyright: 2010-07-12
• Publisher: McGraw Hill

Summary

WHEN IT COMES TO INVESTING FOR YOUR FUTURE, THERE'S ONLY ONE SURE BETASSET ALLOCATIONTHE EASY WAY TO GET STARTED Everything You Need to Know About How To: Implement a smart asset allocation strategy Diversify your investments with stocks, bonds,real estate, and other classes Change your allocation and lock in gainsTrying to outwit the market is a bad gamble. If you're serious about investing for the long run, you have to take a no-nonsense, businesslike approach to your portfolio. In addition to covering all the basics, this new edition ofAll About Asset Allocationincludes timely advice on: Learning which investments work well together and why Selecting the right mutual funds and ETFs Creating an asset allocation that's right for your needs Knowing how and when to change an allocation Understanding target-date mutual funds"All About Asset Allocationoffers advice that is both prudent and practical--keep it simple, diversify, and, above all, keep your expenses low--from an author who both knows how vital asset allocation is to investment success and, most important, works with real people."-- John C. Bogle, founder and former CEO, The Vanguard Group"WithAll About Asset Allocationat your side, you'll be executing a sound investment plan, using the best materials and wearing the best safety rope that money can buy."-- William Bernstein, founder, Effi cientFrontier.com, and author,The Intelligent Asset Allocator

Author Biography

Richard A. Ferri, CFA, is president and senior portfolio manager of Portfolio Solutions, LLC, and an adjunct professor of finance at Walsh College in Michigan. He is the author of Protecting Your Wealth in Good Times and Bad, All About Index Funds, and Serious Money: Straight Talk About Investing for Retirement. Ferri is regularly quoted in the media including the Wall Street Journal, Barrons, Businessweek, and Forbes. He has appeared on many financial radio shows and television programs and is a frequent speaker at advisor industry events.

Table of Contents

Foreword	p. v
Acknowledgments	p. vii
Introduction	p. viii
Asset Allocation Basics
Planning for Investment Success	p. 3
Understanding Investment Risk	p. 25
Asset Allocation Explained	p. 41
Multi-Asset-Class Investing	p. 65
Asset-Class Selection
A Framework for Investment Selection	p. 87
U.S. Equity Investments	p. 101
International Equity Investments	p. 127
Fixed-Income Investments	p. 147
Real Estate Investments	p. 171
Alternative investments	p. 189
Managing Your Portfolio
Realistic Market Expectations	p. 219
Building Your Portfolio	p. 243
How Behavior Affects Asset Allocation Decisions	p. 271
When to Change Your Asset Allocation	p. 291
Fees Matter in Asset Allocation Planning	p. 301
Research Web Sites	p. 317
Recommended Reading	p. 319
Glossary	p. 321
Index	p. 331
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