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Asset Allocation Books
Showing 1-48 of 48
The Intelligent Asset Allocator: How to Build Your Portfolio to Maximize Returns and Minimize Risk (Hardcover)
by (shelved 6 times as asset-allocation)
avg rating 4.19 — 2,017 ratings — published 2000
Beyond Diversification: What Every Investor Needs to Know About Asset Allocation (Hardcover)
by (shelved 4 times as asset-allocation)
avg rating 4.03 — 131 ratings — published
The Ivy Portfolio: How to Invest Like the Top Endowments and Avoid Bear to Markets (Hardcover)
by (shelved 4 times as asset-allocation)
avg rating 3.95 — 501 ratings — published 2009
A Practitioner's Guide to Asset Allocation (Wiley Finance)
by (shelved 3 times as asset-allocation)
avg rating 3.90 — 20 ratings — published 2017
All About Asset Allocation (Kindle Edition)
by (shelved 3 times as asset-allocation)
avg rating 4.18 — 1,430 ratings — published 2005
Global Asset Allocation: A Survey of the World’s Top Asset Allocation Strategies (Kindle Edition)
by (shelved 3 times as asset-allocation)
avg rating 3.89 — 807 ratings — published 2015
The Four Pillars of Investing: Lessons for Building a Winning Portfolio (Hardcover)
by (shelved 3 times as asset-allocation)
avg rating 4.24 — 6,210 ratings — published 2002
Asset Allocation: From Theory to Practice and Beyond (Kindle Edition)
by (shelved 2 times as asset-allocation)
avg rating 4.20 — 15 ratings — published
Strategic Risk Management: Designing Portfolios and Managing Risk (Wiley Finance)
by (shelved 2 times as asset-allocation)
avg rating 3.98 — 45 ratings — published
The Allocator's Edge: A modern guide to alternative investments and the future of diversification (ebook)
by (shelved 2 times as asset-allocation)
avg rating 3.89 — 149 ratings — published
Strategic and Tactical Asset Allocation: An Integrated Approach (Kindle Edition)
by (shelved 2 times as asset-allocation)
avg rating 4.25 — 8 ratings — published
Balanced Asset Allocation: How to Profit in Any Economic Climate (Wiley Finance)
by (shelved 2 times as asset-allocation)
avg rating 4.00 — 46 ratings — published 2014
Asset Allocation: Balancing Financial Risk (Hardcover)
by (shelved 2 times as asset-allocation)
avg rating 4.07 — 239 ratings — published 1989
Pioneering Portfolio Management: An Unconventional Approach to Institutional Investment (Hardcover)
by (shelved 2 times as asset-allocation)
avg rating 4.16 — 1,327 ratings — published 2000
The Investor's Manifesto: Preparing for Prosperity, Armageddon, and Everything in Between (Hardcover)
by (shelved 2 times as asset-allocation)
avg rating 4.14 — 1,871 ratings — published 2004
The Permanent Portfolio: Harry Browne's Long-Term Investment Strategy (Hardcover)
by (shelved 1 time as asset-allocation)
avg rating 4.26 — 300 ratings — published 2012
Asset Management: A Systematic Approach to Factor Investing (Financial Management Association Survey and Synthesis)
by (shelved 1 time as asset-allocation)
avg rating 4.34 — 131 ratings — published 2014
Introduction to Risk Parity and Budgeting (Chapman and Hall/CRC Financial Mathematics Series)
by (shelved 1 time as asset-allocation)
avg rating 4.12 — 8 ratings — published 2013
Expected Returns: An Investor's Guide to Harvesting Market Rewards (The Wiley Finance Series)
by (shelved 1 time as asset-allocation)
avg rating 4.37 — 375 ratings — published 2011
The Uncertainty Solution: How to Invest with Confidence in the Face of the Unknown (Hardcover)
by (shelved 1 time as asset-allocation)
avg rating 4.46 — 236 ratings — published
Asset Allocation and Private Markets: A Guide to Investing with Private Equity, Private Debt, and Private Real Assets (Wiley Finance)
by (shelved 1 time as asset-allocation)
avg rating 4.14 — 7 ratings — published
The Bogleheads' Guide to the Three-Fund Portfolio: How a Simple Portfolio of Three Total Market Index Funds Outperforms Most Investors with Less Risk (Kindle Edition)
by (shelved 1 time as asset-allocation)
avg rating 4.00 — 1,547 ratings — published 2018
The Theory and Practice of Investment Management: Asset Allocation, Valuation, Portfolio Construction, and Strategies (Frank J. Fabozzi)
by (shelved 1 time as asset-allocation)
avg rating 4.10 — 30 ratings — published 2002
Factor Investing and Asset Allocation: A Business Cycle Perspective (Kindle Edition)
by (shelved 1 time as asset-allocation)
avg rating 3.79 — 14 ratings — published 2016
Adaptive Asset Allocation: Dynamic Global Portfolios to Profit in Good Times - And Bad (Kindle Edition)
by (shelved 1 time as asset-allocation)
avg rating 3.93 — 54 ratings — published 2016
Dynamic Asset Allocation: Modern Portfolio Theory Updated for the Smart Investor (Bloomberg Financial)
by (shelved 1 time as asset-allocation)
avg rating 3.50 — 18 ratings — published 2010
Smart Portfolios: A practical guide to building and maintaining intelligent investment portfolios (Hardcover)
by (shelved 1 time as asset-allocation)
avg rating 4.34 — 73 ratings — published
Investment Valuation: Tools and Techniques for Determining the Value of Any Asset (Hardcover)
by (shelved 1 time as asset-allocation)
avg rating 4.36 — 751 ratings — published 1995
Behavioural Investing: A Practitioner's Guide to Applying Behavioural Finance (The Wiley Finance Series)
by (shelved 1 time as asset-allocation)
avg rating 4.19 — 152 ratings — published 2007
Quantitative Investment Analysis (Hardcover)
by (shelved 1 time as asset-allocation)
avg rating 4.11 — 56 ratings — published 2007
The Little Book That Beats the Market (Little Books. Big Profits)
by (shelved 1 time as asset-allocation)
avg rating 3.98 — 8,196 ratings — published 1999
Fortune's Formula: The Untold Story of the Scientific Betting System That Beat the Casinos and Wall Street (Paperback)
by (shelved 1 time as asset-allocation)
avg rating 4.18 — 4,552 ratings — published 2006
Your Money and Your Brain (Hardcover)
by (shelved 1 time as asset-allocation)
avg rating 3.97 — 1,654 ratings — published 2007
Triumph of the Optimists: 101 Years of Global Investment Returns (Hardcover)
by (shelved 1 time as asset-allocation)
avg rating 4.20 — 102 ratings — published 2002
A Random Walk Down Wall Street: The Time-Tested Strategy for Successful Investing (Hardcover)
by (shelved 1 time as asset-allocation)
avg rating 4.14 — 40,810 ratings — published 1973
John Bogle on Investing: The First 50 Years (Hardcover)
by (shelved 1 time as asset-allocation)
avg rating 3.91 — 162 ratings — published 2000
The Little Book of Common Sense Investing: The Only Way to Guarantee Your Fair Share of Stock Market Returns (Hardcover)
by (shelved 1 time as asset-allocation)
avg rating 4.15 — 26,271 ratings — published 2007
Common Sense on Mutual Funds: New Imperatives for the Intelligent Investor (Paperback)
by (shelved 1 time as asset-allocation)
avg rating 4.09 — 3,036 ratings — published 1999
The Elements of Investing (Hardcover)
by (shelved 1 time as asset-allocation)
avg rating 4.07 — 3,008 ratings — published 2009
Value Averaging: The Safe and Easy Strategy for Higher Investment Returns (Wiley Investment Classics)
by (shelved 1 time as asset-allocation)
avg rating 3.93 — 308 ratings — published 1990
The Most Important Thing: Uncommon Sense for the Thoughtful Investor (Columbia Business School Publishing)
by (shelved 1 time as asset-allocation)
avg rating 4.33 — 16,384 ratings — published 2011
Global Value: How to Spot Bubbles, Avoid Market Crashes, and Earn Big Returns in the Stock Market (Kindle Edition)
by (shelved 1 time as asset-allocation)
avg rating 3.77 — 426 ratings — published 2014
Unconventional Success: A Fundamental Approach to Personal Investment (Hardcover)
by (shelved 1 time as asset-allocation)
avg rating 3.96 — 1,476 ratings — published 2005
The Little Book that Still Saves Your Assets: What The Rich Continue to Do to Stay Wealthy in Up and Down Markets (Little Books. Big Profits)
by (shelved 1 time as asset-allocation)
avg rating 3.31 — 39 ratings — published 2012
The Little Book that Saves Your Assets: What the Rich Do to Stay Wealthy in Up and Down Markets (Little Books. Big Profits)
by (shelved 1 time as asset-allocation)
avg rating 3.26 — 128 ratings — published 2008
The Art of Asset Allocation : Asset Allocation Principles and Investment Strategies for any Market (Hardcover)
by (shelved 1 time as asset-allocation)
avg rating 3.46 — 56 ratings — published 2003
Smart and Simple Financial Strategies for Busy People (Hardcover)
by (shelved 1 time as asset-allocation)
avg rating 3.75 — 150 ratings — published 2006
The Only Investment Guide You'll Ever Need (Paperback)
by (shelved 1 time as asset-allocation)
avg rating 3.89 — 4,877 ratings — published 1978
“As an accomplished entrepreneur with a history that spans more than fourteen years, Annette Wise is constantly looking for ways to give back to her community. Using enterprising efforts, she qualified for $125,000 in startup funding to develop a specialized residential facility that allows developmentally disabled adults to live in the community after almost a lifetime of living in a state institution.
In doing so, she has provided steady employment in her community for the last thirteen years. After dedicating years to her residential facility, Annette began to see clearly the difficulty business owners face in planning for retirement successfully.
Searching high and low to find answers, she took control of financial uncertainty and in less than 2 years, she became a Full Life Agent, licensed Registered Representative, Investment Advisor Representative and Limited Principal.
Her focus is on building an extensive list of clients that depend on her for smart retirement guidance, thorough college planning, detailed business continuation, and business exit strategies.
Clients have come to rely on Annette for insight on tax advantaged savings and retirement options.
Annette’s primary goal is to help her clients understand more than just concepts, but to easily understand how money works, the consequences of their decisions and how they work in conjunction with their desires and goal.
Ever the curious soul who is always up for a challenge, Annette is routinely resourceful at finding sensible means to a sometimes-challenging end. She believes in infinite possibilities as well as in sharing her knowledge with others. She is the go-to source for “Smart Wealth Solutions.”
Among Annette’s proudest accomplishments are her two wonderful sons, Michael III and Matthew. As a single mom, they have been her inspiration and joy. She is forever grateful to the greatest brothers in the world- Andrew and Anthony Wise, for assistance in grooming them into amazing young men.”
―
In doing so, she has provided steady employment in her community for the last thirteen years. After dedicating years to her residential facility, Annette began to see clearly the difficulty business owners face in planning for retirement successfully.
Searching high and low to find answers, she took control of financial uncertainty and in less than 2 years, she became a Full Life Agent, licensed Registered Representative, Investment Advisor Representative and Limited Principal.
Her focus is on building an extensive list of clients that depend on her for smart retirement guidance, thorough college planning, detailed business continuation, and business exit strategies.
Clients have come to rely on Annette for insight on tax advantaged savings and retirement options.
Annette’s primary goal is to help her clients understand more than just concepts, but to easily understand how money works, the consequences of their decisions and how they work in conjunction with their desires and goal.
Ever the curious soul who is always up for a challenge, Annette is routinely resourceful at finding sensible means to a sometimes-challenging end. She believes in infinite possibilities as well as in sharing her knowledge with others. She is the go-to source for “Smart Wealth Solutions.”
Among Annette’s proudest accomplishments are her two wonderful sons, Michael III and Matthew. As a single mom, they have been her inspiration and joy. She is forever grateful to the greatest brothers in the world- Andrew and Anthony Wise, for assistance in grooming them into amazing young men.”
―
“Your Personal Economic Model
One tool we use when discussing the best course of action to secure your financial future is the Personal Economic Model®. Just as a medical doctor would use an anatomical model to convey medical concepts, we use the following model to convey financial concepts.
This model offers a visual representation of the way money flows through your hands.
On the left, you will notice the Lifetime Capital Potential tank, which illustrates that the amount of money you will control during your lifetime is both large, as well as finite. Most people are shocked to see how much money can flow through their hands in their lifetime.
Once earned, your money flows directly to the Tax Filter where the state and federal governments take tax dollars owed from your paycheck. The after tax dollars are then directed to either your Current Lifestyle or your Future Lifestyle.
Your management of the Lifestyle Regulator determines where these dollars go. Regulating the cash flow between your current lifestyle desires and your future lifestyle requirements may be the most important financial decision you will ever make.
Here’s why.
Each and every dollar that is allowed to flow through to your Current Lifestyle is consumed and gone forever.
The goal is to accumulate enough money in the Savings and Investment tanks so that when you retire, the dollars in those tanks can be used to pay for your future lifestyle requirements. Retirement planning seems hard for most people to do but it is not rocket science.
The best position, position A, would be to have enough in the tanks so that you can live in the future like you live today adjusted for inflation and have your money last at least to your life expectancy.
That’s a win, but the icing on the cake would be to accomplish that with little to no impact on your present standard of living, and that is exactly what we strive to help our clients to do.
Working with us can help you with the following:
Optimize the balance between your Current and Future Lifestyles
Identify inefficiencies in your current personal economic model (where are you losing money)
Design, implement, and execute a plan to secure your financial future
Limit the impact on your Current Lifestyle dollars (maintain your current standard of living)”
―
One tool we use when discussing the best course of action to secure your financial future is the Personal Economic Model®. Just as a medical doctor would use an anatomical model to convey medical concepts, we use the following model to convey financial concepts.
This model offers a visual representation of the way money flows through your hands.
On the left, you will notice the Lifetime Capital Potential tank, which illustrates that the amount of money you will control during your lifetime is both large, as well as finite. Most people are shocked to see how much money can flow through their hands in their lifetime.
Once earned, your money flows directly to the Tax Filter where the state and federal governments take tax dollars owed from your paycheck. The after tax dollars are then directed to either your Current Lifestyle or your Future Lifestyle.
Your management of the Lifestyle Regulator determines where these dollars go. Regulating the cash flow between your current lifestyle desires and your future lifestyle requirements may be the most important financial decision you will ever make.
Here’s why.
Each and every dollar that is allowed to flow through to your Current Lifestyle is consumed and gone forever.
The goal is to accumulate enough money in the Savings and Investment tanks so that when you retire, the dollars in those tanks can be used to pay for your future lifestyle requirements. Retirement planning seems hard for most people to do but it is not rocket science.
The best position, position A, would be to have enough in the tanks so that you can live in the future like you live today adjusted for inflation and have your money last at least to your life expectancy.
That’s a win, but the icing on the cake would be to accomplish that with little to no impact on your present standard of living, and that is exactly what we strive to help our clients to do.
Working with us can help you with the following:
Optimize the balance between your Current and Future Lifestyles
Identify inefficiencies in your current personal economic model (where are you losing money)
Design, implement, and execute a plan to secure your financial future
Limit the impact on your Current Lifestyle dollars (maintain your current standard of living)”
―
