Financial Planning

Every Woman's Guide to Financial Security

Every Woman's Guide to Financial Security
By Stephen M. Rosenberg & Ann Z. Peterson

This excellent guide "confronts head-on the emotional issues that prevent women from gaining financial confidence" (Ann Perry, San Diego Union-Tribune). "A wonderful hands-on action guide to getting your financial house in order" (Bridget Keating, VP, National Association for Female Executives).

Chelsea House Pub. October 1996. 372 pages.


The Excellent Investment Advisor
By Nick Murray

Nick Murray is almost a "philosopher" in the financial advisory industry, and certainly he's a well-respected financial journalist. His latest book, The Excellent Investment Advisor, radiates these themes: Care about your clients and their families; always do the right thing; build your business on relationships—not transactions; time in the market is more important than timing the market; believe in what you recommend; and, your most important product is yourself. Murray offers heartfelt advice about the importance of what advisors do, how to move people to action, how to prospect, and just about everything but the technical details. This book covers topics from business ethics to converting from commissions to fees in an easy-to-read and witty manner.

The Nick Murray Company, Inc. November 1996. 405 pages.


Last Minute Estate Planning

Last Minute Estate Planning
By Stephen M. Rosenberg

The author of Every Woman's Guide to Financial Security presents all a person needs to know to make a will. For those who just need to know where to start, Last Minute Estate Planning provides an answer.

Career Press. December 1998. 160 pages.


The Prudent Investor's Guide to Beating the Market
By Carl H. Reinhardt, Alan B. Werba & John Bowen, Jr.

The Prudent Investor's Guide to Beating the Market offers individual investors insights into how to beat the best-of-the-best mutual funds in good and bad markets. The authors show prudent investors how to: Lower risks and increase returns by allocating assets among stocks, bonds, cash, and other assets; Utilize cutting-edge research to get high expected rates of return without increasing risk; Invest just like an institution; Differentiate between effective and ineffective diversification. Using the techniques the authors call "Asset Class Investing," you can secure a solid financial future for you and your family.

Irwin Professional Pub. November 1995.

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