Investing for a lifetime : managing wealth for the "new normal" /
A comprehensive guide to lifelong financial planning best practices Investing for a Lifetime +Website: An Interactive Education in Managing Wealth for the ""New Normal"" is the comprehensive guide to planning for lifelong financial security. Written by a Wharton Professor for the...
| Κύριος συγγραφέας: | |
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| Μορφή: | Ηλ. βιβλίο |
| Γλώσσα: | English |
| Έκδοση: |
Hoboken, N.J. :
Wiley,
2014.
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| Σειρά: | Wiley finance series.
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| Θέματα: | |
| Διαθέσιμο Online: | Full Text via HEAL-Link |
Πίνακας περιεχομένων:
- Investing for a Lifetime; Contents; Preface; Acknowledgments; PART ONE Saving and Investing; CHAPTER 1 Introduction: Investing for a Lifetime; THE NEW RETIREMENT REALITY-WE ARE ON OUR OWN; LONGEVITY; THE SQUIRREL MODEL OF SAVING AND SPENDING; OUTLINE OF THE BOOK; NOTES; REFERENCES; CHAPTER 2 The Building Blocks of a Portfolio: Bonds and Stocks; BONDS AND STOCKS SINCE 1951; THE IMPORTANCE OF ADJUSTING FOR INFLATION; BONDS AND STOCKS ADJUSTED FOR INFLATION; ASSET ALLOCATION DECISIONS FOR YOUNG INVESTORS: THE CASE OF TIAA-CREF; WHAT ARE THESE LONG-RUN AVERAGES MISSING?; NOTES; REFERENCES.
- CHAPTER 3 Long Swings in Returns: Are We in a "New Normal?"LONG SWINGS IN RETURNS; WERE YOU LUCKY ENOUGH TO INVEST DURING THE 1980S AND 1990S?; THE NEW NORMAL FOR THE BOND INVESTOR; Yields Stay Low; Rising Rates; THE NEW NORMAL FOR THE STOCK INVESTOR; WHAT CAN INVESTORS DO?; NOTES; REFERENCES; CHAPTER 4 A Savings Goal for Retirement; WHAT IS RETIREMENT SAVINGS TRYING TO ACHIEVE?; IS THERE A RULE OF THUMB ABOUT HOW MUCH YOU HAVE TO SAVE?; WHAT RATE OF SPENDING IS SAFE IN RETIREMENT?; WHAT IF THERE WERE NO SOCIAL SECURITY? SOME SIMPLE ARITHMETIC; SAVINGS GOAL WITH SOCIAL SECURITY.
- RETIREMENT SAVINGS GOAL AT HIGHER OR LOWER LEVELS OF INCOMEHOW DO WE REACH THE SAVINGS GOAL?; NOTES; REFERENCES; CHAPTER 5 What Rate of Savings?; HOW MUCH DOES THE RATE OF SAVINGS MATTER?; HOW MUCH IS ENOUGH?; THREE KEY FACTORS IN SAVING; HOW IMPORTANT IS IT TO START SAVING EARLY?; WHAT IF SAVINGS ARE WITHDRAWN FOR COLLEGE?; WHAT IF THE PORTFOLIO RETURNS FALL SHORT?; HOW DO TAXES AFFECT SAVINGS?; NOTES; CHAPTER 6 Savings and Taxes; HOW TAXES REDUCE INVESTMENT RETURNS; TAX EFFICIENCY; HOW IMPORTANT IS TAX DEFERRAL?; ASSET LOCATION; CONCLUDING COMMENTS; NOTES; REFERENCES.
- PART TWO Investment ChoicesCHAPTER 7 Investing in U.S. Stocks; MUTUAL FUNDS AND ETFS; WAYS TO SLICE UP THE U.S. STOCK MARKET; WHAT DO WE MEAN BY SMALL-CAP STOCKS?; RELATIVE PERFORMANCE OF LARGE-CAP AND SMALL-CAP STOCKS; THE VALUE PREMIUM; RELATIVE RETURNS ON VALUE AND GROWTH STOCKS; IMPLICATIONS FOR PORTFOLIOS; NOTES; REFERENCES; CHAPTER 8 Foreign Stock Markets: Industrial Countries of Europe and the Pacific; RETURNS ON FOREIGN STOCKS; MARKETS HAVE BECOME MORE CORRELATED; WHY DOES IT PAY TO DIVERSIFY INTO FOREIGN STOCKS?; ROLE OF CURRENCIES IN RETURNS EARNED BY U.S. INVESTORS.
- IS THERE A SHORTCUT TO INVESTING IN FOREIGN STOCKS?CONCLUDING COMMENTS; NOTES; REFERENCES; CHAPTER 9 Emerging Markets; WHAT IS AN EMERGING MARKET?; EMERGING STOCK MARKET INDEXES; EMERGING STOCK MARKET RETURNS; RISKS OF INVESTING IN EMERGING STOCK MARKETS; SO WHY INVEST IN EMERGING MARKETS AT ALL?; CONCLUDING COMMENTS; NOTES; REFERENCES; CHAPTER 10 Investing in Bonds: The Basics; BOND YIELDS AND BOND RETURNS; BUT WHAT IF I BUY AND HOLD?; BOND INVESTING WHEN INTEREST RATES ARE AT RECORD LOWS; LADDERING THE BOND PORTFOLIO; NOTES; CHAPTER 11 Investing in Bonds: The Wider Bond Market.
