p. 1 | |
The Role and Responsibilities of the Individual Trustee | |
p. 5 | |
The Individual Trustee's Greatest Liability: Establishing the Appropriate Investment Goal | |
Common Investor Mistakes | |
A Better Way | |
Converting Lifetime Dreams to Investment Goals | |
p. 24 | |
Matching Your Investment Goal to an Investment Philosophy | |
First: Eliminate the Obvious | |
Next: Avoid the Seven Deadly Sins | |
Incorporating Useful Generic Investment Principles | |
One Final Word About Risk | |
p. 33 | |
Selecting the Money Manager: Character Does Count! | |
The Definition of a Professional Money Manager | |
The Background Check | |
The Interview Agenda | |
Warning Phrases to Watch Out For | |
Why is Character Important? | |
Making the Selection: One or Multiple Money Managers? | |
p. 49 | |
Monitoring the Money Manager: Character Still Counts! | |
Revisiting the Investment Goal | |
Revisiting the Money Manager Selection | |
Some Revealing Questions | |
p. 55 | |
The Role of Performance Results (A.K.A. Does the Past Mean Anything?) | |
Revisiting a Common Mistake: Chasing Performance | |
A Helpful Rule of Thumb | |
p. 60 | |
Summing It Up: Read This First to Find Out How the Story Ends Without Knowing Why it Began in the First Place | |
Your Own IRA Rollover | |
Your Firm's 401k Profit Sharing Plan | |
The CSA Endowment | |
Your Client's Estate | |
Your Father's Charitable Remainder Trust -- A Split-Interest Trust | |
Appendix 1 | p. 120 |
Sample Goals | |
p. 124 | |
When and How to Use an Investment Consultant | |
p. 128 | |
Important Forms and Checklists for the Individual Trustee | |
Bibliography | p. 159 |
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