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DIY Financial Advisor: A Simple Solution to Build and Protect Your Wealth by David P. Foulke, Jack R. Vogel, Wesley R. Gray

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Index

A

  1. Absolute return asset class
  2. Access
  3. Accessibility, elevation
  4. Active strategies, sponsorship
  5. Adaptive macro indexes
  6. Adelson, Ed H.
  7. Ad-hoc decision-making, systematic decision-making (contrast)
  8. Adjustment
  9. Advanced asset allocation, irrelevance
  10. Advice, quality (overestimation)
  11. Advisors
    1. assessment, difficulty
    2. decision-making track record
    3. easy topics/hard topics, experiment
    4. trust
  12. Affect heuristic
  13. Aggregate market returns
  14. Aggregate net exchanges
  15. Aggregate stock returns, equity share
  16. Aggregate wealth returns
  17. Algorithms, rebuttal
  18. All-in fees
  19. Allocation. See also Asset allocation
  20. Alpha, impact
  21. Anchoring
    1. bias, strength
    2. example
      1. results
    3. power
  22. Anchor, overreliance
  23. Anomalous factors, examination
  24. Aragon, George
  25. Ariely, Dan
  26. Armstrong, Neil
  27. Arnott, Rob
  28. Asian financial crisis
  29. Asness, Cliff
  30. Assess systems (evidence-based assessment)
  31. Asset allocation
    1. framework
    2. importance
    3. mean-variance optimization, flaws
    4. model
      1. empirical results
      2. function
      3. proposal
      4. tests
    5. optimization
    6. questions
    7. summary statistics, risk management (absence)
  32. Asset classes
    1. allocation
    2. division
    3. evidence-based active techniques
    4. exposures
    5. returns
    6. usage
  33. Assets
    1. diversification
    2. liquidity, defining
    3. prices
    4. purchase
    5. selection
    6. tactical allocation, ability (reduction)
    7. target assets, identification
  34. Automatic accounts, total return
  35. Availability
    1. bias
    2. shock

B

  1. Benchmark
    1. returns, comparison
    2. summary statistics
  2. Berkshire Hathaway
  3. Berlin, Irving
  4. Bernstein, William (portfolio)
    1. construction
    2. strategy, summary statistic ...

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