A proven way to put together a portfolio that enhances performance and reduces risk Professor Craig Israelsen of Brigham Young University is an important voice in the area of asset allocation. The reason? He keeps things simple. Now, in 7Twelve, he shows you how to do the same, and demonstrates how his approach to investing can help you grow your money as well as protect it. 7Twelve outlines a multi-asset balanced portfolio that is a logical starting point when assembling a portfolio-either as the blueprint for the entire portfolio or as a significant building block. Page by page, he will show you how to create a balanced portfolio utilizing multiple asset classes to enhance performance and reduce risk. <ul> <li>Discusses how the 7Twelve portfolio includes seven core asset classes and utilizes twelve specific mutual funds or exchange traded funds</li> <li>Details the tax efficiency of this specific investment approach</li> <li>Shows you how to use the 7Twelve portfolio as a pre-retirement accumulation portfolio or a post-retirement distribution portfolio</li> </ul> If you want to build a well-balanced, multi-asset portfolio, 7Twelve is the book for you.

7twelve: A Diversified Investment Portfolio with a Plan

Craig L. Israelsen

wiley

Personal & Family Finance Workbook

Business & Money

BYU Academic Publishing

Never written on, but pages are slightly turn up at the edges.

Personal & Family Finance Workbook Spiral-bound

Personal and Family Finance Workbook, Fourth Edition, is designed to be either a stand-alone textbook on personal financial planning, or a supportive workbook to use with either a college level textbook or a "popular press" book on personal finance. The book is designed with several exercises for each chapter that engage the reader with real-life applications of the material. This book contains exercises to be completed for each chapter, a tax chapter recently updated in Summer of 2005, and an updated section on estate planning.

PERSONAL AND FAMILY FINANCE WORKBOOK

Robert O Weagley

Finance

Kendall/Hunt Publishing

The delightfully readable book Your Nest Egg Game Plan comes at the right time. As traditional pension plans continue to be frozen, 410(k) and IRA plans melt down, and many investments are exploding, the authors do a wonderful job of focusing attention on how to transition your financial assets into lifetime income. Moshe A. Milevsky, Ph.D., Finance professor, York University "Competing needs and emotional decision-making often hinder wise retirement planning. Your Nest Egg Game Plan steers you through these shoals, while providing sound data for people trying to managing their saving, spending and investing. This book is a thoughtful and valuable guide for anyone preparing for retirement or trying to guarantee their income during their retirement years. Jane Bryant Quinn, author of Making the Most of Your Money NOW and Smart and Simple Financial Strategies for Busy People "If you are concerned about the current state of the economy, and planning to retire relatively soon, you might wonder what you can do going forward. If you read Your Nest Egg Game Plan, you are likely to garner some insights that will help you fix your own personal financial situation." allbusiness.com "Craig gets what so many investment writers miss that if investors don't succeed, then all of the wizardry of Wall Street is for naught." Don Phillips, managing director, Morningstar, Inc. 
If you have an employer-sponsored pension plan, you're among the lucky few. Traditional pensions--in which retirees were guaranteed an income for life--are a thing of the past. They've been replaced by 401(k) and IRA plans that shift the burden of building and managing a retirement nest egg to the employee. The scary part is that most of us are woefully unprepared to handle this responsibility. 
That's where Your Nest Egg Game Plan comes in. Using simple language, the authors provide an easy-to-implement framework to design an investment program that will provide the benefits of a traditional pension plan--while offering the flexibility that retirees and pre-retirees demand. Rather than touting individual stock picks, painting doom or gloom scenarios, or focusing on "the number," the authors take a broad look at all aspects of investing and income generation. They expose many of the fallacies perpetuated by financial advisors, mutual fund companies, insurance companies, and the Wall Street media. 
Your Nest Egg Game Plan replaces fear and uncertainty with intelligence and insight, and helps individuals tailor an investment and retirement strategy to fit their unique needs. In light of the global market meltdown of recent years, Your Nest Egg Game Plan is both timely and timeless.

Your Nest Egg Game Plan: How to Get Your Finances Back on Track and Create a Lifetime Income Stream

Phil Fragasso

Investing

Career Pr Inc

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Books by Craig L. Israelsen