Download The Discerning Investor Personal Portfolio Management in Retirement for

2. Download The Discerning Investor Personal Portfolio Management in Retirement for Lawyers and Their Clients for ipad copy the link in the description or download button in the last page

3. Download The Discerning Investor Personal Portfolio Management in Retirement for Lawyers and Their Clients for ipad

4. Description : Winner of the EIFLEExcellence in Financial Literacy Education Award for Adus Book of theYear Investing amp Retirement PlanningA clear concise and wise guideto retirement planning Kirkus ReviewsThe Discerning Investoraddressesthe critical time in your investor life cycle your transition into retirementNever having retired before you may continue managing your investmentsas you did in your s and s not realizing that handling finances inretirement calls for a completely different approach one that secures yearswith no paycheck The Discerning Investor lays out the framework for conceptualizinga retirement portfolio with an emphasis on anticipating and thusavoiding mistakes such as misjudging risk Part I of the book starts with basic principles introducing personal portfolio managementand examining how to manage uncertainty which is part of every investorslifePart II focuses on the personal part of portfolio managementhelping you understand your numbers and needs including how to calculateyour retirement income gap how to judge the source of cash flow to fuelwithdrawals how to project future needs and how to set investment objectivesand monitor progressPart III provides insights and tools for understanding theexperts who offer retirement portfolio management services as well as forcomparing firms based on their service models with a special focus onconflicts of interest that get in the way of unbiased advice The authorsunique perspective and expertise are particularly apparent in her detailedoverview of Form CRS a disclosure document mandated by the SEC that was rolledout in June Form CRS can help you to quickly grasp what your clientexperience might be like with a given

5. brokerage or investment advisory firmPart IV returns to personalization and offers self assessmenttools to help you flesh out your investment strategy and move from planning toaction An innovative assessment tool Know Your Representative Rule modeledon the brokerage industrys Know Your Customer Rule helps you put things intoperspective based on your own personal viewsThe Discerning Investor gives you insights and aframework upon which to shape your own way of managing your retirementportfolio Kirkus Reviews concludes Jasonspresentation is intellectually rigorousinstead of self help style nostrumsshe furnishes concrete actionable advice substantiated with empirical dataMoreover despite necessary excursions into technicality this is a thoroughlyreadable book that will be entirely accessible to those with a limitedunderstanding of investment strategyAnother ofits virtues is that it never dispenses hyperbolic promises and unflinchinglyconfronts the reality of risk In my experience the most satisfied investorsare those who embrace the investors dilemma understanding that riskuncertainty and reward high returns are forever and always intertwinedOverall this is animpressively informative book that attests to the authors plus years ofexperience in the financial industry

6. Download The Discerning Investor Personal Portfolio Management in Retirement for Lawyers and Their Clients for ipad