GETTING AN INVESTING GAME PLANCreating It, Working It, Winning It phần 5 pps
GETTING AN INVESTING GAME PLANCreating It, Working It, Winning It phần 1 pptx
... how to seek out and size up financial advisors. Why You Need a Game Plan 11 GETTING AN INVESTING GAME PLAN Creating It, Working It, Winning It Vern C. Hayden, CFP with Maura Webber and Jamie Heller John ... visit our web site at www.wiley.com. Library of Congress Cataloging-in-Publication Data: Hayden, Vern. Getting an investing game plan : creating it, workin...
Ngày tải lên: 14/08/2014, 02:20
GETTING AN INVESTING GAME PLANCreating It, Working It, Winning It phần 2 pdf
... –0.7 19 85 7.1 1 950 10.0 1986 5. 7 1 951 15. 4 1987 6 .5 1 952 5. 6 1988 7.7 1 953 5. 9 1989 7 .5 1 954 0.3 1990 5. 7 1 955 9.0 1991 3.2 1 956 5. 5 1992 5. 6 1 957 5. 4 1993 5. 1 1 958 1.4 1994 6.2 1 959 8.4 19 95 4.9 1960 ... an estate, and you need to do some planning to protect and distrib- ute it. Estate planning is all about who you want to get what and when, and how you...
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GETTING AN INVESTING GAME PLANCreating It, Working It, Winning It phần 3 pdf
... $5, 604.41 $8,623.08 $13,267.68 10% $1,610 .51 $2 ,59 3.74 $4,177. 25 $6,727 .50 $10,834.71 $17,449.40 11% $1,6 85. 06 $2,839.42 $4,784 .59 $8,062.31 $13 ,58 5.46 $22,892.30 12% $1,762.34 $3,1 05. 85 $5, 473 .57 ... $1,790. 85 $2,396 .56 $3,207.14 $4,291.87 $5, 743.49 7% $1,402 .55 $1,967. 15 $2, 759 .03 $3,869.68 $5, 427.43 $7,612.26 8% $1,469.33 $2, 158 .92 $3,172.17 $4,660.96 $6,8...
Ngày tải lên: 14/08/2014, 02:20
GETTING AN INVESTING GAME PLANCreating It, Working It, Winning It phần 4 pdf
... interest- rate sensitivity (short, intermediate, and long), and credit quality (low, moderate, and high). Credit quality measures the financial health of the bond-issuing entity and its ability to pay ... rather than have two or three money managers. It can be awkward or unpleasant to “fire” personal managers. It s easy to get in and out of mutual funds, which are liquid and can be readily b...
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GETTING AN INVESTING GAME PLANCreating It, Working It, Winning It phần 5 pps
... Total High-quality 27 .5% 27 .5% 0% 55 % Medium-quality 0% 0% 0% 0% Low-quality 0% 0% 0% 0% Total 27 .5% 27 .5% 0% 55 % To avoid the problems that this kind of investment concentration can cause, the great majority ... 20% Medium-cap 20% 0% 10% 30% Small-cap 7 .5% 0% 7 .5% 15% Total 37 .5% 10% 17 .5% 65% that cannot or should not hang in there with a buy-and-hold philosophy. In an extre...
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GETTING AN INVESTING GAME PLANCreating It, Working It, Winning It phần 6 potx
... 4. 35 92 5. 70 82 27 .50 79 3. INVESCO Leisure Inv Mid-cap Growth 20.80 52 .71 12 23.41 13 35. 71 1 –4.98 76 15. 79 99 4. Smith Barney Large Growth 20 .51 42.67 47 2.03 83 21.10 11 –1. 65 47 35. 75 26 Aggressive ... hard-earned money is an impor- tant task. Just any fund won’t do—even if it is in the exact style and asset 117 13. Hartford Capital Large Blend 20 .56 47 22.49 82 15. 50...
Ngày tải lên: 14/08/2014, 02:20
GETTING AN INVESTING GAME PLANCreating It, Working It, Winning It phần 7 ppt
... 25 Percent Short-Term Intermediate-Term Long-Term Total High-quality SIT U.S. Gov. FPA New 0% 25% Secs. 5% Income 7 .5% Vanguard Infl. Harbor Bond Prot. Secs. 5% 7 .5% Medium- 0% 0% 0% 0% quality Low-quality ... standard deviation of 15. 57. By comparison, the number-one fund for 25 years, FPA Capital, has a standard deviation of 29.12 for the same three years. But as with all the crite...
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GETTING AN INVESTING GAME PLANCreating It, Working It, Winning It phần 8 pps
... Model/Fixed Income 55 Percent Short-Term Intermediate-Term Long-Term Total High-quality SIT U.S. Gov. FPA New 0% 55 % Secs. 15% Income 12 .5% Vanguard Infl. Harbor Bond Prot. Secs. 15% 12 .5% Medium- 0% ... his own and his family’s money in the fund. He also believes that it s im- portant to be practical and sell a plummeting stock if you can’t figure out why it s falling. He credits his...
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GETTING AN INVESTING GAME PLANCreating It, Working It, Winning It phần 9 doc
... original plan. The Investing Game Plan (Step 10: Write It Up!) You’ve now created and have begun to work your investing game plan. This written statement is designed to formalize the process and act ... term. This written game plan is designed to strengthen your re- solve. Now it s time to start working the game plan. That’s the best—and only—route to winning it. Step 10...
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GETTING AN INVESTING GAME PLANCreating It, Working It, Winning It phần 10 pot
... 57 58 Monte Carlo Simulation (MCS), 61–62 multidecade concept, 45 professional assistance with, 59 –60 return rate, 54 55 , 57 58 short-term, 45 withdrawal rate, 54 57 Return rates, 48 50 , 54 55 , ... 1 35, 194–1 95 Retirement planning: bear market, 60 benefits of, 58 disadvantages of, 59 goals/goal-setting, 52 59 importance of, 12–13, 43–44 inflation factor, 53 54 , 59 lu...
Ngày tải lên: 14/08/2014, 02:20