GETTING AN INVESTING GAME PLANCreating It, Working It, Winning It phần 7 ppt
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
... 1 971 8.6 1936 14.2 1 972 9.9 19 37 9 .7 1 973 11 .7 1938 –6.3 1 974 8.3 1939 6.9 1 975 8.9 1940 10.1 1 976 11.5 1941 25.0 1 977 11.4 1942 27. 7 1 978 13.0 1943 22 .7 1 979 11.8 1944 10 .7 1980 8.9 1945 1.5 ... into building 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 can avoid...
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GETTING AN INVESTING GAME PLANCreating It, Working It, Winning It phần 3 pdf
... Years 5% $1, 276 .28 $1,628.89 $2, 078 .93 $2,653.30 $3,386.35 $4,321.94 6% $1,338.23 $1 ,79 0.85 $2,396.56 $3,2 07. 14 $4,291. 87 $5 ,74 3.49 7% $1,402.55 $1,9 67. 15 $2 ,75 9.03 $3,869.68 $5,4 27. 43 $7, 612.26 ... $1,469.33 $2,158.92 $3, 172 . 17 $4,660.96 $6,848.48 $10,062.66 9% $1,538.62 $2,3 67. 36 $3,642.48 $5,604.41 $8,623.08 $13,2 67. 68 10% $1,610.51 $2,593 .74 $4, 177 .25 $6...
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 ... credit risk measures the likelihood that the com- pany will be able to pay off its loan to you. Credit-rating companies (Moody’s Investors Service and Standard & Poor’s) analyze companies...
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GETTING AN INVESTING GAME PLANCreating It, Working It, Winning It phần 5 pps
... patience for it, and many investors don’t, you can end up worse off by trying it, bagging the plan, and ending up with no strategy at all. Active allocation is a much more dynamic and flexible ... which you can’t afford some upside risk. Any age can warrant an investing offense and an invest- ing defense. on a kickoff. But generally that is their special role on the team and they d...
Ngày tải lên: 14/08/2014, 02:20
GETTING AN INVESTING GAME PLANCreating It, Working It, Winning It phần 6 potx
... 3.41 21 21. 27 68 Company 16. Spectra N Large Growth 19.40 57. 35 23 8. 37 30 27. 67 2 3.65 9 47. 71 3 17. Mairs & Power Growth Large Blend 19.35 42.09 10 7. 87 41 12.83 30 5.66 4 47. 70 1 18. Merrill ... 44 24.62 58 47. 96 11 72 .01 8 –32.45 98 – 17. 49 29 17. Mairs & Power Large Blend 27. 76 7 28. 67 49 9.36 92 7. 17 92 26. 47 1 6.48 2 Growth 18. Merrill Lynch Small B...
Ngày tải lên: 14/08/2014, 02:20
GETTING AN INVESTING GAME PLANCreating It, Working It, Winning It phần 7 ppt
... –13.39% –20 .71 % 1-Year return 7. 81 4. 67 0. 47 –3. 87 – 17. 98 –32.28 3-Year return 9.12 10. 17 10.03 9 .72 –9. 17 –18.33 5-Year return 8.81 11.26 13.26 14.59 3.66 0.29 10-Year return 9. 27 11.41 13. 27 15.53 11.42 10.01 1-Year ... are working with an advisor who charges an annual fee based on a percentage of your assets an advisor like myself. What’ll It Cost You? Risks...
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GETTING AN INVESTING GAME PLANCreating It, Working It, Winning It phần 8 pps
... now have a com- mitment to an investing game plan. You are consistently making the right 191 So I created a safer portfolio. (See Tables 7. 17 and 7. 18.) What did it entail? It ratcheted up the ... opportunities to speak with management that many other fund managers seek. “I’d rather spend the night with an annual report looking at what they’re doing than going out and talking...
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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
... helping yourself financially. It requires self- respect to understand that you deserve a game plan and the fi- nancial stability and wealth that it can foster. In developing a game plan, you’ve employed ... 108–109 diversification, 71 dividend reinvestment, 70 downside of, 72 75 expense ratio, 72 , 142–145 fees, 142–143, 145–146 information resources, 70 , 136–1 37, 1 47 148, 17...
Ngày tải lên: 14/08/2014, 02:20