Expert financial planning : investment strategies from industry leaders
著者
書誌事項
Expert financial planning : investment strategies from industry leaders
(The J.K. Lasser pro series)(The Wiley financial advisor series)
John Wiley, c2001
- : cloth
大学図書館所蔵 全2件
  青森
  岩手
  宮城
  秋田
  山形
  福島
  茨城
  栃木
  群馬
  埼玉
  千葉
  東京
  神奈川
  新潟
  富山
  石川
  福井
  山梨
  長野
  岐阜
  静岡
  愛知
  三重
  滋賀
  京都
  大阪
  兵庫
  奈良
  和歌山
  鳥取
  島根
  岡山
  広島
  山口
  徳島
  香川
  愛媛
  高知
  福岡
  佐賀
  長崎
  熊本
  大分
  宮崎
  鹿児島
  沖縄
  韓国
  中国
  タイ
  イギリス
  ドイツ
  スイス
  フランス
  ベルギー
  オランダ
  スウェーデン
  ノルウェー
  アメリカ
注記
Includes index
内容説明・目次
内容説明
Praise for J.K. Lasser Pro Expert Financial Planning
"A gem of a personal financial planning guide. Dr. Arffa has prepared many of the chapters himself and his highly readable and accessible overviews are presented with grace and clarity. Included also are discussions by industry professionals and leading investment thinkers. Readers seeking to enhance their financial security will be richly rewarded." -Burton Malkiel, author of A Random Walk Down Wall Street
Here is top-level financial planning advice for professionals who counsel affluent clients, as well as for savvy individual investors looking to make the most of their incomes for years to come. Featuring the expertise of some of our most articulate, nationally recognized finance pros, this priceless book will take you through all the steps necessary to creating and realizing a financial plan that's right for your personal needs and goals. Learn how to:
* Set and prioritize goals
* Assess your current financial status
* Make projections for each goal
* Devise a strategy that includes spending, saving, and investing
* Review risk management
* Track your financial progress
* Evaluate the tax consequences of investment decisions
* Select life and disability insurance
. . . all with the help of leaders in their fields, including John C. Bogle * Richard Driehaus * Peter Katt * Weston Wellington * Gregory D. Curtis * Jay Mueller, CFA, and many more . . .
目次
About the Contributors.
Preface.
TAKING CONTROL.
Developing a Financial Plan (J. Meredith & R. Arffa).
Achieving Financial Security (S. Arffa & R. Arffa).
INVESTING-- GENERAL.
Investment Vehicles: Description and Historic Performance (R. Arffa).
Earning Interest on Cash (J. Mueller).
STOCK SELECTION.
Fundamental Stock Analysis (R. Arffa).
Growth Investing (R. Driehaus).
Value Investing: A Philosophy for Life (D. Winters).
Other Stock Selection Strategies (R. Arffa).
The Efficient Markets Hypothesis (J. Clarke, et al.).
MUTUAL FUNDS.
Stock Mutual Funds (R. Arffa).
Index Funds and Managed Funds: Echoes of Archilochus (J. Bogle).
Evaluating Mutual Fund Performance (E. Fama & W. Wellington).
When to Sell Your Fund (R. Arffa).
Guidance Gleaned from the Gurus (P. Tanous).
International Investing (R. Arffa).
Hedge Funds (L. Hennessee & C. Gradante).
OTHER INVESTMENTS.
Private Investment Management (L. Blonkvist).
The Impact of Taxes and Other Costs on Total Returns (L. Swedroe).
Debt in the U.S. Capital Markets (G. Guild).
Real Estate Investment Trusts (R. Deckey).
Venture Capital (D. Hillman).
Asset Allocation (G. Curtis).
FINANCIAL PLANNING.
Retirement Planning (G. Weinstein & B. Newman).
Estate Planning (H. Apolinsky).
Insurance (P. Katt).
Glossary.
Index.
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