Fundamentals of Investments for Financial Planning

Download or read book Fundamentals of Investments for Financial Planning written by Walter J. Woerheide and published by . This book was released on 2011-01-01 with total page 922 pages. Available in PDF, EPUB and Kindle. Book excerpt: This publication covers various aspects of the principles of investments and their application to financial planning. Discusses risk analysis and risk and return computations. Looks at stocks, bonds, investment companies, options and futures contracts. Includes an extended discussion of tax issues in investing, as well as of issues in the practice of portfolio management, including strategic and tactical asset allocation. Provides many examples of ethical and practical issues in managing a client's portfolio.