"American Bar Association Senior Lawyers Division". Includes bibliographical references and index.
Contents:
Introducing personal portfolio management -- Avoiding mistakes : a historical perspective on the stock market -- Uncertainty : the investor's dilemma -- Measures for the risk-averse investor -- Turning inward : understanding cash flow prepares you for the future -- Creating investment objectives -- Setting strategy based on three situations and goals -- Reports and reviewing progress -- Financial firms : who's who and what to expect as a client -- Do standards of care matter? Should they? -- Expect to experience conflicts of interest, but choose not to -- Form CRS is key -- Let's talk : the SEC's "conversation starters" and more -- Introducing the "know your representative rule" -- The future is yours : what will you do next? -- Epilogue : your role as mentor, coach and role model.
Summary:
"The goal of this book is to give you the tools to organize and plan for the future in a way that is uniquely yours"-- Provided by publisher.
This resource is supported by the Institute of Museum and Library Services under the provisions of the Library Services and Technology Act as administered by State Library of Iowa.