The Investment Answer: The Five Key Decisions Every Investor Needs to Make
Learn to Manage Your Money & Protect Your Financial Future
Daniel C. Goldie, CFA, CFP & Gordon S. Murray
- The Do-It-Yourself Decision
Should you try to invest on your own or seek help from an investment professional? And if so, which type of advisor is best?
- The Asset Allocation Decision
How should you allocate your investments among stocks (equities), bonds (fixed income), and cash (money market funds)?
- The Diversification Decision
Which specific asset classes within these broad categories should you include in your portfolio, and in what proportions?
- The Active versus Passive Decision
Should you favor an actively managed approach to investing that seeks to outsmart the market, or a more passive approach that delivers market-like returns?
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