Surviving the Storm : Investment Strategies That Help You Maximize Profit and Control Risk During the Coming Economic Winter

by Lunney, James O.

• ISBN13: 9780071496049
• ISBN10: 0071496041
• Edition: 1st
• Format: Hardcover
• Copyright: 2007-09-10
• Publisher: McGraw-Hill

Summary

Where will your assets be when the storm hits?Like a devastating tornado, economic downturns can flatten some investments and leave others in good shape. But by interpreting the spending patterns of key segments of the population, you can predict where tomorrow's risks and rewards will be.Surviving the Stormgives you the tools to know why, where, and when large groups of people will be spending their money - and ultimately, whether the stock market is going to crash or soar.Written by noted financial speaker and columnist Jim Lunney,Surviving the Stormshows you how to analyze birthrates, spending patterns, and economic seasons to predict the best diversification of your portfolio. One of only a handful of certified demographers in the country, Lunney's strategy is based on logical science. Through his successful eight-step presentation, you can learn to see your portfolio through his eyes and plan your investment strategy based on when and why people do things.Armed with Jim Lunny's advice, you'll be able to predict the economic seasons and devise strategies that protect your financial health through even the harshest winter.

Author Biography

James O. Lunney is Certified Financial Planner, a Certified Estate Planner, and a Registered Investment Advisor.He runs a wealth management practice in Colorado.

Larry Chambers has written more than one thousand investment-related articles and numerous books, including three specialty bestsellers.

Table of Contents

Preface and Acknowledgments	p. V
Introduction: The More You Predict, the Better You'll Manage	p. 1
Focusing on Factors That Matter	p. 11
Seasons of the Economy and Wealth Factors	p. 25
Correction Protection	p. 61
Structure and Methodology	p. 89
The Wealth Management Policy	p. 117
The Wealth Management Process	p. 125
Creating Your Own Wealth Management Process	p. 161
Tweak Your Process to Fit the Season	p. 197
Special Section: What's in Store for Real Estate	p. 209
Implementing a Winning Winter Strategy	p. 223
The Life Planning Strategy Module-Legal Transfer Strategies	p. 249
A Case Study in Financial Planning	p. 255
Asset Protection Strategies	p. 271
Glossary	p. 283
Index	p. 295
Table of Contents provided by Ingram. All Rights Reserved.