Financial First Aid for Canadian Investors :Stop the Bleeding, Start the Healing and Get Your Portfolio on the Road to Recovery

Publication subTitle :Stop the Bleeding, Start the Healing and Get Your Portfolio on the Road to Recovery

Author: Bryan Snelson  

Publisher: John Wiley & Sons Inc‎

Publication year: 2009

E-ISBN: 9780470677490

P-ISBN(Hardback):  9780470738528

Subject: F8 Finances

Language: ENG

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Description

Praise for the previous edition, Portfolio First Aid

"I'd categorize Portfolio First Aid as a serious investment primer that has the laudable, if ambitious, goal of raising the sophistication level of the general public."
Jonathan Chevreau, Financial Post

"Portfolio First Aid has the right pedigree as an advice tome on healthy investing. Covers the bases of portfolio balance, building wealth, investing for income and managing risk."
The Edmonton Journal

The financial meltdown has taken a severe toll on the finances of Canadians, and on their confidence in financial and investment advisors. Canadians need help to learn how to diagnose what is the greatest threat to their long-term financial well-being and to follow a course of treatment to recovery.

Financial First Aid for Canadian Investors is for all the battered and bloodied investors whose portfolios are in tatters and who lack direction about what to do next. By examining the lessons to be learned from mistakes made in both good and bad markets, the authors address the common and recurring investment blunders they have witnessed over many years, and offer a clear prescription for how to repair wounded portfolios.

Chapter

Table of Contents

pp.:  1 – 9

Preface

pp.:  9 – 11

Acknowledgements

pp.:  11 – 13

PART ONE: DIAGNOSIS

pp.:  13 – 15

Chapter 2: Trust, but Verify

pp.:  17 – 27

Chapter 3: Self-Inflicted Wounds: The Most Common Strategic Errors Made by Investors

pp.:  27 – 33

Chapter 4: Tactical Errors: Mind Over Matter

pp.:  33 – 49

PART TWO: PRESCRIPTIONS

pp.:  49 – 61

Chapter 5: You Need Professional Help!

pp.:  61 – 63

Chapter 6: It’s Always About You: Working With an Advisor

pp.:  63 – 79

Chapter 7: Balancing Act: Asset Allocation Srategies to Minimize Risk and Maximize Return

pp.:  79 – 87

Chapter 8: Show Me the Money: Investing for Income

pp.:  87 – 101

Chapter 9: Building Blocks of Wealth: Ownership Through Equities

pp.:  101 – 123

Chapter 10: Toys in the Attic: Three Ways to Own Equities Indirectly

pp.:  123 – 145

Chapter 11: Running With Scissors: Prescriptions for Managing Risk

pp.:  145 – 157

Chapter 12: Gimme Shelter! Using Insurance to Protect Your Assets From Risk

pp.:  157 – 167

PART THREE: STAYING HEALTHY

pp.:  167 – 193

Chapter 13: The Unfair Advantage: Using Reliable Research to Make Better Decisions

pp.:  193 – 195

Chapter 14: Pay to Play: Fees and Commissions

pp.:  195 – 205

Chapter 15: What’s Your Number? Benchmarking Performance

pp.:  205 – 217

Chapter 16: Follow the Yellow Brick Road: Investment Policy Statements

pp.:  217 – 229

Chapter 17: Outpatient Treatment

pp.:  229 – 239

Index

pp.:  239 – 243

About the Authors

pp.:  243 – 255

LastPages

pp.:  255 – 257

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