The book contains 15 chapters and is designed not only for new investors but for existing investors that need to “energize” their portfolios. It stresses the need for diversification and proper asset allocation.The book strikes a balance between practical applications and theory. The author has had over 40 years of experience with Morgan Stanley and has worked with 5,000 clients.The information contained in the book will be helpful for retirement funds needing help, bond investors, how to handle volatility, fiduciary concerns, mutual funds and professionally managed accounts, how to spot special situations and much more.
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