Exploring Asset Allocation - Analysis & Guidance

Terence Grennon

Publisher: BookRix

Summary

 During the financial crisis of 2008–2009, I worked as a co-portfolio manager, overseeing thirty billion dollars' worth of assets belonging to asset allocation funds. My experience as a professional investor taught me that I had a responsibility to my customers to do a better job of preventing the loss of their assets, and this was one of the most important lessons I took away from my career. It was unacceptable for a custodian to suffer a loss of 15–45 percent while the market as a whole suffered a loss of 60–75 percent.

Available since: 03/22/2023.

Print length: 39 pages.

Business & Economics

Other books that might interest you

Teach the Geek to Speak

Neil Thompson

While speaking in public may be a challenge that you have worked hard to avoid, as a STEM professional, one of the fastest ways for you to excel in your field is to become adept at public speaking. In the straight-forward manner that most scientists appreciate, Neil Thompson's Teach the Geek to Speak outlines his proven process for helping you to shift your mindset about speaking in public. Neil even teaches you how to prepare, present, and assess your presentations from beginning to end. An engineer himself, Neil's witty stories will make you laugh and his easy-to-implement strategies for how he overcame his fear of speaking and evolved from a nervous wreck of a presenter into an international speaker at professional conferences around the world will have you on the path to sure success too.

Show book

Make Your Mark - Step-by-Step...

Ronald Warner

Elevate your personal brand with Make Your Mark: Step-by-Step Strategies to Build Your Reputation and Influence, the ultimate guide to building a reputation that commands respect and influence. Designed for professionals, influencers, and entrepreneurs, this book provides actionable strategies to help you define your identity, grow your audience, and create lasting impact in the digital age. 
Key Features:Step-by-Step Blueprint: Master the art of building a personal brand with clear, actionable steps for every stage of your journey.Proven Strategies for Success: Learn how to create engaging content, grow your online presence, and connect authentically with your audience.Inspiring Case Studies: Gain insights from real-world examples of successful brands that have made their mark.Trend-Focused Tips: Stay ahead by monitoring and adapting to industry trends that keep your brand relevant.Monetization and Growth: Explore practical methods to leverage your influence, monetize your expertise, and scale your reputation.Interactive Exercises: Includes exercises and tools to apply the strategies to your unique goals and vision. 
With Make Your Mark, you’ll discover how to stand out, gain credibility, and leave a lasting impression in a competitive world. Start building your reputation and influence today!

Show book

Make Your Money Grow Today

Justin M. Bosley, MBA.

Do you ever think about what it would mean to reach financial freedom to go out without the constant fear of overspending? Do you have the liberty to do what you want, when you want, and live life to the fullest? This is what you can achieve by listening to this audiobook. All you need is some money-managing skills.Have you ever heard someone ask you about a 401(k) or Roth IRA and wondered what they were talking about? In this series, we will take a deep dive into these topics and more, including information about investing, saving, insurance, budgeting, and so much more!Buckle up because you are on the fast track to financial literacy and making your money grow! Let's get started!About the AuthorJustin Bosley is a 2020 graduate of West Virginia University (MBA) and a 2019 graduate of West Virginia University at Parkersburg.

Show book

Sales Secrets: 13 Keys to...

Cyrus Albright

Explore the secrets to excelling in sales with "Sales Secrets: 13 Keys to Unstoppable Success."
⭐⭐ Simplified Audio Guide ⭐⭐
Are you eager to advance your sales career and master the techniques for unparalleled achievement and growth?
Looking for a thorough guide that offers all the tools for mastering techniques needed for unparalleled sales achievement and growth?
Your solution is here!
This audiobook is your ultimate resource for enhancing your skills, applying your expertise, and engaging in practical exercises, setting you up for triumph.
Updated for Master Techniques in Achieving Unparalleled Sales Growth.
Essential aspects of this comprehensive guide:
- Deep insights into achieving mastery in sales
- Thorough explanations of sales success techniques
- Effective strategies for preparation and implementation
Our audiobook stands out for its thorough coverage, crucial for your success in mastering sales techniques. Each concept is explored in detail, ensuring precision and clarity.
Please note that this audiobook is an independent resource designed solely for your advantage and is not affiliated with any official sales certification entities.
Structured clearly and written in simple, easy-to-understand language, our guide ensures smooth transitions between topics. Say farewell to complex jargon and welcome clear, precise, and technically accurate content.
Why wait any longer? Click the BUY NOW button, secure your audiobook, and embark on your journey to mastering sales techniques for unparalleled achievement and growth!

Show book

The Making of a Hunter - A...

John Stephenson

Serve Well, Leave Well And Flourish 
In The Making of a Hunter John Stephenson uses his years of experience helping service users through his highly regarded company Forces Transition Group (FTG) to explore the 5 fundamental elements required to successfully transition onto civvy street. 
The Making of a Hunter combines John’s personal transition story with proven job acceleration practices to create a unique a handbook for all those leaving the Armed Forces. If you want to understand what it takes to craft a standout CV, effectively prepare for an interview, know how to network like a professional online and in-person, and identify the skills, qualities, and experience you have to land the right role for you, then this is the book you need. 
Are you ready to become THE HUNTER?

Show book

The Money & Meaning Journey - A...

Jeff Bernier

“I’ve had a successful career, and I’m financially comfortable—but it still seems like something is missing.”You’re not alone. Jeff Bernier has seen countless people in this situation—they seem to be living the American Dream, but they find themselves missing out on joy and a sense of purpose. In The Money and Meaning Journey, Bernier imparts some of the wisdom he has gained from over thirty-six years of being a financial advisor who understands that the goal of financial planning should not be to outperform the market, but to fund your dreams.This book outlines a goal-focused and evidence-based process that focuses on the rate of return you need to fulfill those dreams. Sure, you’ll read about risk management, retirement planning, investments—but more importantly, you’ll receive guidance on discovering the larger, more significant purpose that all of these subjects serve.This is a new kind of finance book: one that doesn’t separate your bank statement from your inner life, your spiritual quest from your material needs, or your money from your life’s meaning.

Show book