An industry leader candidly examines the role of investment leadership in portfolio management Investment Leadership & Portfolio Management provides a top down analysis of successful strategies, structures, and actions that create an environment that leads to strong macro investment performance and rewarding investor outcomes. By examining how to manage and lead an investment firm through successful investment decision-making processes and actions, this book reveals what it w…
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Money Well Spent
Review
“Money Well Spent is critical reading for anyone who wants to ensure that philanthropy is having a real and lasting impact on the most urgent challenges facing our world.” — –Luis Ubiñas, president, Ford Foundation “Money Well Spent is far and away the best `handbook plus’ for those who believe that philanthropic dollars are a sacred trust. No other authors have produced so readable, sensible, and balanced a guide to the practice of strategy in solving real-world pro…
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Investments: An Introduction
Gain a clear understanding of today’s most important investment topics–from the fundamentals you need to prepare for the CFP exam to more advanced issues that will help you develop strong investment skills for today’s business world. Mayo’s INVESTMENTS: AN INTRODUCTION, 9e–the text of choice for the College of Financial Planning–minimizes the focus on math for a clear, user-friendly presentation. You’ll learn to make sound investment decisions with this book’s emphasis on th…
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Waking the Warrior Goddess: Dr. Christine Horner’s Program to Protect Against and Fight Breast Cancer
Breast cancer has reached epidemic proportions. Once a relatively rare disease, it now affects two to three million American women, and the incidence is growing at an alrming rate. What can we do to protect ourselves? Christine Horner, M.D., has the prescription: Eat healthy foods, add a good dose of specific supplements, get adequate rest and exercise, and avoid those things that have negative effects on our bodies. Using the metaphor of the Warrior the Goddess, this book ex…
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The Drucker Difference: What the World’s Greatest Management Thinker Means to Today’s Business Leaders
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Advising Ultra-Affluent Clients and Family Offices
Praise for Advising Ultra-Affluent Clients and Family Offices “Michael Pompian’s book Advising Ultra-Affluent Clients and Family Offices is noteworthy for its comprehensiveness. Michael combines ‘the big picture’ with detailed, prescriptive, and actionable strategies; advisers to wealthy families will receive a detailed understanding of how a quickly evolving landscape impacts their business and its implications for their clients.” -John Benevides, President, Famil…
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Morningstar Funds 500: 2008
In this completely new reference guide, you’ll find the best information and independent opinion available on 500 of the largest and most popular mutual funds—the very funds you likely own. Morningstar’s Fund Reports are the industry standard and are trusted by financial professionals nationwide. And now, you get this exclusive and valuable guidance all year long, with access to fifty free fund reports during any time in 2008. Choose from 2,000 funds.
Maximize your Mutual Fund Returns : Morningstar Mutual Fund Investing Workbook, Level 3
For those ready to move on to a higher level of mutual fund investing, The Morningstar Investment Coach: Maximizing Returns and Staying on Track is the ideal resource. Filled with in-depth insight and expert advice-including how to bear-proof your portfolio, calculate your personal rate of return, and rebalance your portfolio-this guide will add advanced techniques to the sophisticated investor’s mutual fund investing toolbox.
From the Back Cover
Morningstar® F…
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The Faith-Based Millionaire
Review
Jay Peroni is a man with a passion and a message and has the ability to deliver it in a readable and compelling manner. This book will challenge your thinking and be an inspiration to your faith. I am pleased to recommend it. –Ron Blue, President of Kingdom Advisors and best-selling author of Master Your Money. –Kingdom AdvisorsMr. Peroni has discovered and revealed the powerful truths of God’s Word in his book, The Faith Based Millionaire. It has the potential to assis…
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The Wise Planner: Safeguarding Your Family’s Wealth
No one wants to be at the mercy of the system, especially when it comes to protecting their family’s wealth. Yet many people have little or no idea how to minimize the financial risks in their lives. Terry Kane’s The Wise Planner changes all that by explaining the strategies of how to safeguard your family’s wealth in a clear, concise, easy to understand way. The Wise Planner explains the basics you need to know about Asset Management, Wealth Preservation and Estat…
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