Investment Strategies for Tortoises is designed to make financial theory more accessible to nonprofessional investors so they may manage better their own investments or work with a financial advisor more effectively. It is written for those who wish to improve their asset allocation decision process and implement diversified strategies using mutual funds, ETFs, and closed-end funds. The book covers a broad range of investment topics including behavioral finance, the nature of risk, asset pricing theories, factor models, fixed income securities, currencies, precious metals, closed-end funds, the US financial system, some relevant macroeconomic theories, portfolio allocation, and fund considerations. If you want to boost your investment IQ, this is a good place to start.
It's commonly known that there is more to investment and wealth management than what is consistently recycled by advisors and the media, but the way forward still seems shrouded. Robert J. Klosterman, CFP, a wealth advisor with forty years' industry experience, lifts the apocalyptic veil of deception so that investors can fend off the four horsemen-inflation, volatility, groupthink, and global displacements and transformation-attempting to drive them toward financial self-destruction. Klosterman's book provides the weapons to fight these forces of evil by providing insight, perspective, and innovative strategies for managing high-end money portfolios. Ignoring the market's constant media coverage, this hard-hitting guide focuses on the notion that investing is really about keeping the four horsemen at bay and meeting personal, family, and philanthropic objectives. Investing is serious business and needs a serious approach that looks beyond the public markets to design relevant portfolios that meet short- and long-term goals in today's rapidly shifting financial world. Using a modern, fresh, and investigative approach, Klosterman delves into the concepts and inner workings of the world of financial advice and reveals exactly how you can battle the enemy and build a successful portfolio.
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