THE ABCs of MUTUAL FUNDS: Everything Your Financial Consultant Really Doesn't Have Time to Explain - Couverture souple

Chechile, Robert

 
9780595330638: THE ABCs of MUTUAL FUNDS: Everything Your Financial Consultant Really Doesn't Have Time to Explain
Couverture souple
ISBN 10 : 0595330630 ISBN 13 : 9780595330638
Editeur : iUniverse, 2004

Synopsis

Everyone desires to control their financial destiny; but many feel overwhelmed, fearful, or uncertain how this can be accomplished. Lectures on personal finance are rarely offered; and when "free" presentations-called seminars-are promoted, they are far from an educational experience. The underlying objective is to solicit sales of securities for which the presenter, a financial advisor, receives a commission. However acquired, the investment company is the investment of choice for the individual investor. Therefore, in The ABCs of Mutual Funds, author Robert Anthony Chechile explains the different investment company securities: mutual funds, contractual plans, hedge funds, exchange traded funds, folios, unit investment trusts, and variable annuities.Mr. Chechile discusses the securities industry: the differences between full service and discount securities dealers and the role and legal obligations of stockbrokers, as well as financial planners, and investment advisors. For those seeking financial control, he explains how to minimize risk with capital allocation and diversification guidelines; and presents conventional wisdom investment strategies that can avoid being caught in the fear-greed trap. Finally, Mr. Chechile recommends investment guidelines and selection criteria, and uses these to construct a hypothetical investment company portfolio, the future performance of which is then critiqued 7½ years later.

Les informations fournies dans la section « Synopsis » peuvent faire référence à une autre édition de ce titre.

Présentation de l'éditeur

Everyone desires to control their financial destiny; but many feel overwhelmed, fearful, or uncertain how this can be accomplished. Lectures on personal finance are rarely offered; and when "free" presentations-called seminars-are promoted, they are far from an educational experience. The underlying objective is to solicit sales of securities for which the presenter, a financial advisor, receives a commission. However acquired, the investment company is the investment of choice for the individual investor. Therefore, in The ABCs of Mutual Funds, author Robert Anthony Chechile explains the different investment company securities: mutual funds, contractual plans, hedge funds, exchange traded funds, folios, unit investment trusts, and variable annuities.Mr. Chechile discusses the securities industry: the differences between full service and discount securities dealers and the role and legal obligations of stockbrokers, as well as financial planners, and investment advisors. For those seeking financial control, he explains how to minimize risk with capital allocation and diversification guidelines; and presents conventional wisdom investment strategies that can avoid being caught in the fear-greed trap. Finally, Mr. Chechile recommends investment guidelines and selection criteria, and uses these to construct a hypothetical investment company portfolio, the future performance of which is then critiqued 7½ years later.

Biographie de l'auteur

Following 28 years in technology development, Robert Anthony Chechile made a midlife career change to become a stockbroker for a West Coast, securities underwriter. He concurrently trained potential stockbrokers for his employer, and lectured on mutual funds at an adult education school. Mr. Chechile is now retired and living in a desert area of Southern California.

Les informations fournies dans la section « A propos du livre » peuvent faire référence à une autre édition de ce titre.

Éditeur
iUniverse
Date d'édition
2004
Langue
anglais
ISBN 10 
0595330630
ISBN 13 
9780595330638
Reliure
Broché
Nombre de pages
276
Coordonnées du fabricant
non disponible
Personne responsable
non disponible

Autres éditions populaires du même titre

9780595667420: The Abcs of Mutual Funds: Everything Your Financial Consultant Really Doesn't Have Time to Explain

Edition présentée

ISBN 10 :  0595667422 ISBN 13 :  9780595667420
Editeur : iUniverse, 2004
Couverture rigide