What kind of shape is your portfolio in?
The financial fallout of recent years was a game-changer for anyone and everyone preparing to retire in the near future. In order to build and maintain a solid portfolio in today’s roller-coaster investing climate, you have to be more alert, increasingly proactive, and better educated on the markets than ever before.
In Financial Fitness Forever, Paul Merriman gives you a framework guaranteed to return even the most struggling portfolio to prime health. One of the nation’s most popular investment advisors, Merriman has you focus on five critical questions:
- Should I use a financial advisor or go it alone?
- Should I try to beat the market or accept the returns of the market?
- How should I manage risk?
- How should I diversify my investments?
- How should I insulate my investments from my emotions?
If you don’t have solid, well-developed answers— including the whys, the hows, and the whens— based on sound investing principles, you need to review your current strategy. Financial Fitness Forever leads you through the process step-by-step. Merriman provides detailed answers to each question, all of which combine to form a powerful strategy that will ensure the kind of retirement you’re hoping for.
Merriman doesn’t claim to have that “magic bullet” answer to supercharging profits in unpredictable markets. Instead, he provides a commonsense strategy anyone can use to secure their finances now and in the future.
The economy is racing forward at breakneck speed, and no one knows where it will end up. Apply the lessons of Financial Fitness Forever to design a portfolio that will thrive in the long run.
Table of Contents
- Cover Page
- Financial Fitness Forever
- Copyright Page
- 1 HOW DID WE GET HERE?
- 2 ARE WE OUR OWN WORST ENEMIES?
- 3 WHERE WILL YOU PLACE YOUR TRUST?
- 4 WILL YOU TRY TO BEAT THE MARKET?
- 5 HOW MUCH RISK WILL YOU TAKE?
- 6 HOW WILL YOU DIVERSIFY YOUR INVESTMENT HOLDINGS?
- 7 HOW WILL YOU PROTECT YOURSELF FROM YOURSELF?
- 8 THE BEST
- 9 THE WORST
- 10 TWELVE NUMBERS TO CHANGE YOUR LIFE
- 11 THE PERFECT INVESTOR
- APPENDIX A Asset Allocation
- APPENDIX B Fine-Tuning Your Asset Allocation
- APPENDIX C The Ultimate Buy-and-Hold Strategy
- APPENDIX D The Best Mutual Funds
- APPENDIX E Mutual Fund Model Portfolios
- APPENDIX F Getting the Most from the 50 Largest Employer Retirement Plans
- APPENDIX G “Lazy Portfolios”
- APPENDIX H Withdrawing Money when You’re Retired
- APPENDIX I Hiring an Investment Advisor
- ABOUT THE AUTHORS
- Title: Financial Fitness Forever: 5 Steps to More Money, Less Risk, and More Peace of Mind
- Release date: November 2011
- Publisher(s): McGraw-Hill
- ISBN: 9780071786997