Jerry A. Miccolis
, CFA, CFP, FCAS, MAAA, is a financial advisor, widely quoted financial author, and expert commentator who has appeared on CBS Radio and ABC-TV.
Dorianne R. Perrucci is a freelance writer who has been published in The New York Times, Newsweek, and TheStreet.com, and has collaborated on several investing books, including I.O.U.S.A., One Nation, Under Stress, In Debt (Wiley, 2008).
Part I: Discovering the Not-So-Secret Recipe for Asset Allocation.
Chapter 1: Understanding Asset Allocation.
Chapter 2: Weighing Risk and Return.
Chapter 3: Making Sense of Asset Classes.
Chapter 4: Determining the Right Proportions: Your Asset Mix.
Chapter 5: Stirring the Mix: Portfolio Rebalancing.
Part II: Getting Started.
Chapter 6: Laying the Foundation for Your Plan.
Chapter 7: Developing Your Investment Strategy.
Chapter 8: Creating Your Allocation Plan.
Part III: Building and Maintaining Your Portfolio.
Chapter 9: Buying Securities.
Chapter 10: Knowing Where to Put Your Assets: Asset Location.
Chapter 11: Monitoring Your Portfolio: Rebalancing and Other Smart Strategies.
Chapter 12: Measuring Your Results.
Part IV: Going beyond the Basics.
Chapter 13: Walking to the Beat of a Different Drum: Opting for Alternative Investments.
Chapter 14: Managing Your Taxes like a Pro.
Chapter 15: Knowing When to Revise Your Plan.
Chapter 16: Finding Help When You Need It.
Part V: The Part of Tens.
Chapter 17: Ten Asset Classes and Subclasses and Their Historical Rates of Return.
Chapter 18: Ten Common Asset Allocation Mistakes.
Chapter 19: Ten Questions to Test Your Asset Allocation Know-How.