9780071357241

Financial experts agree: Asset allocation is the key strategies for maintaining a consistent yet superior rate of investment return. Now, Roger Gibson's Asset Allocation - the bestselling reference book on this popular subject for a decade has been updated to keep pace with the latest developments and findings. This Third Edition provides step-by-step strategies for implementing asset allocation in a high return/low risk portfolio, educating financial planning clients on the solid logic behind asset allocation, and more.

Roger Gibson, Charted Financial Analyst (CFA) and Certified Financial Planner (CFP) is President of Gibson Capital Management, Ltd. located in Pittsburgh, Pennsylvania. The firm is a Registered Investment Adviser providing money management services for high net worth individuals and institutional clients nationwide. Gibson is internationally recognized as an expert in asset allocation and investment portfolio design. He is a frequent speaker at national educational conferences sponsored by such organizations as the American Law Institute-American Bar Association, The American Institute of Certified Public Accountants, The International Association for Financial Planning, the Institute of Certified Financial Planners, and the National Endowment for Financial Education. He also serves on the Advisory Board and is a regular columnist on asset allocation for the Journal of Retirement Planning and is a member of the Editorial Advisory Board of the Journal of Financial Planning. He is frequently interviewed by financial publications, including The Wall Street Journal, Forbes, Money, Fortune, The New York Times, and U.S. News and World Report.

Chapter 1: The Importance of Asset Allocation.
Chapter 2: Historical Review of Capital Market Investment Performance.
Chapter 3: Comparative Relationships Among Capital Market Investment Alternatives.
Chapter 4: Market Training.
Chapter 5: Time Horizon.
Chapter 6: A Model for Determining Broad Portfolio Balance.
Chapter 7: Diversification: The Third Dimension.
Chapter 8: The Rewards of Multiple-Asset-Class Investing.
Chapter 9: Portfolio Optimization.
Chapter 10: Know Your Client.
Chapter 11: Managing Client Expectations.
Chapter 12: Money Management.
Chapter 13: Resolving Problems Encountered During Implementation.

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Asset Allocation : Balancing Financial Risk

Asset Allocation : Balancing Financial Risk

0071357246

Summary

Author Biography

Table of Contents

Chapter 2: Historical Review of Capital Market Investment Performance.

Chapter 3: Comparative Relationships Among Capital Market Investment Alternatives.

Chapter 4: Market Training.

Chapter 5: Time Horizon.

Chapter 6: A Model for Determining Broad Portfolio Balance.

Chapter 7: Diversification: The Third Dimension.

Chapter 8: The Rewards of Multiple-Asset-Class Investing.

Chapter 9: Portfolio Optimization.

Chapter 10: Know Your Client.

Chapter 11: Managing Client Expectations.

Chapter 12: Money Management.

Chapter 13: Resolving Problems Encountered During Implementation.

Supplemental Materials