Formatted Contents Note:
Chapter 1 Allocating Your Assets: The Five Most Important Steps 9 -- Chapter 2 Asset Allocation Ingredients: Choosing Between the Asset Classes 29 -- Chapter 3 Packaging of the Asset Class: Choosing Between a Mutual Fund Or Another Packaged Product 51 -- Chapter 4 Location of Your Assets: Choosing the Right Accounts 69 -- Chapter 5 Cost of Financial Assets: Understanding the impact of Fees and Taxes 91 -- Chapter 6 Impact of Economic Events on Your Portfolio 105 -- Part II Determining Your Asset Allocation Mix -- Chapter 7 Three Primary Factors in Determining an Allocation Mix: Your Stage in Life, When You Will Need the Money, and Your Risk Tolerance 115 -- Chapter 8 Six Secondary Factors That Influence How You Construct Your Portfolio: Your Age, Gender Marital Status, Investing Experience, Dependents, and Affluence 135 -- Part III Five Investment Strategies -- Chapter 9 Capital Preservation 147 -- Chapter 10 Conservative Income 157 -- Chapter 11 Growth and Income 171 -- Chapter 12 Growth 179 -- Chapter 13 Aggressive Growth 191 -- Part IV Summing It Up -- Chapter 14 Ten Ways to Grow and Ensure Wealth 201.
