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The Ten Roads to Riches: The Ways the Wealthy Got There (And How You Can Too!)
book

The Ten Roads to Riches: The Ways the Wealthy Got There (And How You Can Too!)

by Ken Fisher, Lara W. Hoffmans
November 2009
Beginner to intermediate content levelBeginner to intermediate
256 pages
10h 55m
English
Wiley
Content preview from The Ten Roads to Riches: The Ways the Wealthy Got There (And How You Can Too!)
The
Road
More
Traveled
1193
Great
Questions
to
Ask
a
Money
Manager
Don't
have
time or training to
manage
your own
assets
on this
road
to
riches?
You're
not alone.
But hiring money
managers
isn't
trivial.
These
questions help
assess
whetheryou want to trust
someone
with your money.
Since
asset
allocation
is
the
single
most
important
decision
made
on
myaccount
..
.
Who's responsible for making or
recommending
changes
to my
assetclass
mix?
You?
Someone
elseat your firm?
Does
the ulti-
mate responsibility lie with
me?
Are my portfolio's reallocations
primarily driven by your market
viewsor my
needs?
Howoften is my portfolio
allocation
reviewed?
Howwould my assetmix
change if you forecast a bear
market?
A bull
market?
Who's responsible for mak-
ing those
forecasts?
And how
successful havethey
been?
Howhas your recommended
asset
class mix
changed
over
the last 10
years?
Whatdo you monitor,
specifically, to forecast the
market'sdirect
ion?
Howdoesyour marketforecast
affect your
asset
allocation
recommendation?
Global
market
leadership
has
always
and
will
continue
to
shift
over
time
. . .
Who makes
changes
to my
portfolio's domestic
versus
foreign
mix?
Howdo you (or your firm) know
when and how much to under-
or
overweight
US
stocks?
Howdo you (or your firm)
decide which countriesto invest
in and which to
avoid?
Who makesthesedecisions,
and do they havea
proven
,
verifiable track
record?
Over
allocating
to
the
wrong
equity
style
can
seriously
hamper
performance
. . .
Whatis your firm's equity
style? ...
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Publisher Resources

ISBN: 9780470481554Purchase book