Product Description

The Investment Planning Answer Book focuses on advising clients as to the available investment options at various stages of life and income level. It covers investment tools, devising a portfolio strategy, asset allocation methodology, and measurement of return and risk allocation. Whether seeking to make adjustments to a portfolio or developing an all-new financial plan, Investment Planning Answer Book will provide CPAs, financial planners, and trustees with practical information to assist clients in achieving their financial goals. Contents include: (1) Investment Planning Essentials; (2) Investment Tools and Vehicles; (3) Introduction to Portfolio Theory and Asset Allocation; (4) Portfolio Strategy and Design; Asset Allocation Methodology; (6) Risk Adjusted Measures of Return; (7) Portfolio Opportunity Distributions; (8) Tax Efficient Strategies; (9) Alternative Investment Strategies; (10) Behavioral Finance; (11) Monte Carlo Simulation; (12) Value at Risk (VAR); (13) Total Return Trust; (14) Software, Technology, and Materials for Investing; (15) Software, Technology, and Materials for Investment Research; (16) Investment Manager, Mutual Fund, and Hedge Fund Search Selection and Due Diligence; (17) Absolute Return Versus Relative Return; (18) Portfolio Monitoring, Rebalancing and Changing; and (19) Investment Statistical Concepts and Evaluation. Methods