October 2012
Beginner
180 pages
3h 35m
English
book
Plan Your Prosperity: The Only Retirement Guide You'll Ever Need, Starting Now--Whether You're 22, 52 or 82
by Ken Fisher Brown, Lara Hoffmans
Content preview from Plan Your Prosperity: The Only Retirement Guide You'll Ever Need, Starting Now--Whether You're 22, 52 or 82Become an O’Reilly member and get unlimited access to this title plus top books and audiobooks from O’Reilly and nearly 200 top publishers, thousands of courses curated by job role, 150+ live events each month,
O’Reilly covers everything we've got, with content to help us build a world-class technology community, upgrade the capabilities and competencies of our teams, and improve overall team performance as well as their engagement.I wanted to learn C and C++, but it didn't click for me until I picked up an O'Reilly book. When I went on the O’Reilly platform, I was astonished to find all the books there, plus live events and sandboxes so you could play around with the technology.I’ve been on the O’Reilly platform for more than eight years. I use a couple of learning platforms, but I'm on O'Reilly more than anybody else. When you're there, you start learning. I'm never disappointed.I'm always learning. So when I got on to O'Reilly, I was like a kid in a candy store. There are playlists. There are answers. There's on-demand training. It's worth its weight in gold, in terms of what it allows me to do.
Finding Professional Help
If you’ve decided creating and managing an investing strategy is beyond your interest or ability and/or you simply don’t have the time, choosing the right adviser becomes critical.
There’s no boilerplate right answer here, either. Some folks want to make most of the decisions themselves and need only an adviser who can sell them appropriate securities. Others want more extensive help. Either way, the following questions can help you better understand the capabilities of the person or firm you’re considering hiring. Ask at least the following of anyone you interview:
Since portfolio asset allocation is a critical decision made for my account . . .
- Who is responsible for recommending my benchmark (i.e., long-term asset allocation)? You? Another individual at your firm? Does the ultimate responsibility lie with me?
- How frequently is that decision reviewed? Must I request it be reviewed?
- Who is responsible for making or recommending changes to my tactical asset allocation? You? Another individual at your firm? Does the ultimate responsibility lie with me?
- How frequently is my overall portfolio allocation reviewed? (e.g., Only when I request it?)
- Would my asset class mix change if your market outlook changed?
- Who is responsible for making market forecasts? Do you/they have a demonstrated history of making strategic market calls? Can I review it?
- What do you monitor to forecast likely market/sector/industry direction?
- How do your market/sector/industry forecasts ...
Become an O’Reilly member and get unlimited access to this title plus top books and audiobooks from O’Reilly and nearly 200 top publishers, thousands of courses curated by job role, 150+ live events each month,
and much more.
Read now
Unlock full access
More than 5,000 organizations count on O’Reilly
O’Reilly covers everything we've got, with content to help us build a world-class technology community, upgrade the capabilities and competencies of our teams, and improve overall team performance as well as their engagement.Julian F.
I wanted to learn C and C++, but it didn't click for me until I picked up an O'Reilly book. When I went on the O’Reilly platform, I was astonished to find all the books there, plus live events and sandboxes so you could play around with the technology.Addison B.
I’ve been on the O’Reilly platform for more than eight years. I use a couple of learning platforms, but I'm on O'Reilly more than anybody else. When you're there, you start learning. I'm never disappointed.Amir M.
I'm always learning. So when I got on to O'Reilly, I was like a kid in a candy store. There are playlists. There are answers. There's on-demand training. It's worth its weight in gold, in terms of what it allows me to do.