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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 4.20 — 2,038 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 — 136 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 — 507 ratings — published 2009
A Practitioner's Guide to Asset Allocation (Wiley Finance)
by (shelved 3 times as asset-allocation)
avg rating 3.86 — 21 ratings — published 2017
All About Asset Allocation (Kindle Edition)
by (shelved 3 times as asset-allocation)
avg rating 4.18 — 1,462 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 — 815 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 — 6,382 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 3.88 — 158 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 3.98 — 49 ratings — published 2014
Asset Allocation: Balancing Financial Risk (Hardcover)
by (shelved 2 times as asset-allocation)
avg rating 4.07 — 242 ratings — published 1989
Pioneering Portfolio Management: An Unconventional Approach to Institutional Investment (Hardcover)
by (shelved 2 times as asset-allocation)
avg rating 4.16 — 1,349 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 4.13 — 1,883 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 — 302 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 4.33 — 132 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 4.36 — 382 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 4.47 — 243 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 4.33 — 6 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 — 1,601 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 — 31 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 — 55 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 4.36 — 78 ratings — published
Investment Valuation: Tools and Techniques for Determining the Value of Any Asset (Hardcover)
by (shelved 1 time as asset-allocation)
avg rating 4.35 — 756 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 4.09 — 57 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 — 8,245 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 — 4,601 ratings — published 2006
Your Money and Your Brain (Hardcover)
by (shelved 1 time as asset-allocation)
avg rating 3.97 — 1,683 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 — 104 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 — 41,433 ratings — published 1973
John Bogle on Investing: The First 50 Years (Hardcover)
by (shelved 1 time as asset-allocation)
avg rating 3.91 — 163 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 — 26,949 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 — 3,055 ratings — published 1999
The Elements of Investing (Hardcover)
by (shelved 1 time as asset-allocation)
avg rating 4.07 — 3,036 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 — 310 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 4.32 — 16,748 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 — 428 ratings — published 2014
Unconventional Success: A Fundamental Approach to Personal Investment (Hardcover)
by (shelved 1 time as asset-allocation)
avg rating 3.96 — 1,484 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 3.32 — 38 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 — 129 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 — 149 ratings — published 2006
The Only Investment Guide You'll Ever Need (Paperback)
by (shelved 1 time as asset-allocation)
avg rating 3.89 — 4,925 ratings — published 1978
“Retirement Lifestyle Planning
There are four (4) major financial questions that you must be able to answer in order to know if your current or future plan will work for you.
What rate of return do you have to earn on your savings and investment dollars to be able to retire at your current standard of living and have your money last through your life expectancy?
How much do you need to save on a monthly or annual basis to be able to retire at your current standard of living and your money last your life expectancy?
Doing what you are currently doing, how long will you have to work to be able to retire and live your current lifestyle till life expectancy?
If you don’t do anything different than you are doing today, how much will you have to reduce your standard of livingat retirement for your money to last your life expectancy?
Motto for Retirement Lifestyle Planning
A solid financial plan is a powerful possession that offers a sense of peace and freedom. Our process allows us to determine appropriate strategies and help you understand how to achieve your goals and live your dreams.
Our process stresses informed financial decision making. We encourage you to review all decisions with your team of tax and legal professionals. For the record, we are not tax or legal professionals and this information is not intended as tax or legal advice. Now we’d like to remind you that a well-executed financial plan requires diverse knowledge and utilizes some or all of the following strategies and services:
-Retirement Lifestyle Planning Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement including Social Security analysis.
-Estate Planning Referring you to qualified Estate Attorneys to review your wills and trusts to help preserve your estate for your intended heirs by helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.
-Tax Management Helping to reduce your current and future tax burden by considering multiple strategies for review by your tax professional.Also, referring you to qualified tax specialists if needed.
-Legacy Planning/Charitable Planning Creating a solid future for generations to come by ensuring that your legacy will live on through those you love or causes you care deeply about.
-Risk Management Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your individual wants and needs.
-Investment Planning Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach and exceed your goals.”
―
There are four (4) major financial questions that you must be able to answer in order to know if your current or future plan will work for you.
What rate of return do you have to earn on your savings and investment dollars to be able to retire at your current standard of living and have your money last through your life expectancy?
How much do you need to save on a monthly or annual basis to be able to retire at your current standard of living and your money last your life expectancy?
Doing what you are currently doing, how long will you have to work to be able to retire and live your current lifestyle till life expectancy?
If you don’t do anything different than you are doing today, how much will you have to reduce your standard of livingat retirement for your money to last your life expectancy?
Motto for Retirement Lifestyle Planning
A solid financial plan is a powerful possession that offers a sense of peace and freedom. Our process allows us to determine appropriate strategies and help you understand how to achieve your goals and live your dreams.
Our process stresses informed financial decision making. We encourage you to review all decisions with your team of tax and legal professionals. For the record, we are not tax or legal professionals and this information is not intended as tax or legal advice. Now we’d like to remind you that a well-executed financial plan requires diverse knowledge and utilizes some or all of the following strategies and services:
-Retirement Lifestyle Planning Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement including Social Security analysis.
-Estate Planning Referring you to qualified Estate Attorneys to review your wills and trusts to help preserve your estate for your intended heirs by helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.
-Tax Management Helping to reduce your current and future tax burden by considering multiple strategies for review by your tax professional.Also, referring you to qualified tax specialists if needed.
-Legacy Planning/Charitable Planning Creating a solid future for generations to come by ensuring that your legacy will live on through those you love or causes you care deeply about.
-Risk Management Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your individual wants and needs.
-Investment Planning Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach and exceed your goals.”
―
“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.”
―
