| Author(s): | Jay L. Shein | |||
| Media: | Book | |||
| Published: | 8/2009 | |||
| ISBN: | 9780808021278 | |||
| Pages: | 280 |
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The Investment Planning Answer Book
will focus on advising clients as to the available investment options at
various stages of life and income level. It will cover investment tools,
devising a portfolio strategy, asset allocation methodology, and measurement
of return and risk allocation. This guide will be of interest to accountants,
financial planners, and trustees. Whether seeking to make adjustments to a
portfolio or developing an all-new financial plan, Investment Planning
Answer Book will provide CPAs, financial planners, and trustees with
practical information to assist clients in achieving their financial goals.
