GETTING AN INVESTING GAME PLANCreating It, Working It, Winning It phần 10 pot
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...
GETTING AN INVESTING GAME PLANCreating It, Working It, Winning It phần 2 pdf
... about the 10 steps to a successful investing game
plan. But investing is only part of your financial life. It may well be the
most important part of your financial picture long-term. But it s only
part. ... the Game Plan Mind-Set: Summing Up
Step 1, then, is not about calculating long-term financial needs or ana-
lyzing mutual fund returns. It s about getting the game plan mind...
GETTING AN INVESTING GAME PLANCreating It, Working It, Winning It phần 3 pdf
... example is a good way to plan
for retirement, but it has its pitfalls. I suggest you also consider either us-
ing web sites or working with a Certified Financial Planner.
Part of the challenge ... worksheets. In either case, there are no guarantees. But it s ex-
tremely important to have an idea of where you’re going.
Getting Some Help 59
Recently a handful of financial planners have s...
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...
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...
GETTING AN INVESTING GAME PLANCreating It, Working It, Winning It phần 6 potx
... their merit over time. Investors who win the game are those with
an awareness of the cycles of the market and the risks it entails. They are
committed to investing in a diversified game plan by putting ... of consistency I want and what I mean by picking the best player
for every position. The overall allocation may be the most significant
determinant of your game plan’s performance...
GETTING AN INVESTING GAME PLANCreating It, Working It, Winning It phần 7 ppt
... (bull
or bear) it favors. It s important to be aware that these periods are
determined on what is called a rolling basis. That means it com-
pares many more 12-month periods than it would if it were ... Intermediate-Term Long-Term Total
High-quality SIT U.S. Gov. FPA New 0% 40%
Secs. 10% Income 10%
Vanguard Infl. Harbor Bond
Prot. Secs. 10% 10%
Medium- 0% 0% 0% 0%
quality
Low-qu...
GETTING AN INVESTING GAME PLANCreating It, Working It, Winning It phần 8 pps
... 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 to them and in-
terpreting ... qualities that are not quantifiable, such as an honest cor-
porate culture and candid management. “When I find there’s a reluc-
tance to answer questions that are reasonable and I...
GETTING AN INVESTING GAME PLANCreating It, Working It, Winning It phần 9 doc
... 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, Write It Up!: Summing Up 213
Chapter 10
Step ... Tables 10. 2
and 10. 3).
208 Step 10: Write It Up!
Table 10. 2 Robert Smith’s Stock Fund Style Mix (Second Level of Allocation)
Value Blend Growth Total
Large-cap 10% 1...
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 ... volatility, 69, 76, 101 102 . See
also Volatility
Merrill Lynch, 140
Micromanagement, 92
Microsoft, 23
Mid-cap funds:
blend, 105 106 , 108 –111
growth, 105 106 , 108 –111
stock,...