The Morning Star Investment Coach – Step Three is designed to give readers a solid mutual fund investing foundation. Topics will include: Style-box Specific vs. Flexible Funds Bear-Proofing Your Portfolio Buying the Unloved Buying Rookie Funds Rebalancing Your Portfolio Calculating Your Personal Rate of Return Is Your Retirement Portfolio on Track? and more The series will be much more interactive than a typical “investing in mutual funds” book. Readers will be given both the information they need to succeed and the practice they need to make sure the lessons stick.
Book Details:
- Author: Christine Benz
- ISBN: 9780470324509
- Year Published: 2005
- Pages: 296
- BISAC: BUS036030, BUSINESS & ECONOMICS/Investments & Securities / Mutual Funds
About the Book and Topic:
The Morning Star Investment Coach – Step Three is designed to give readers a solid mutual fund investing foundation. Topics will include: Style-box Specific vs. Flexible Funds Bear-Proofing Your Portfolio Buying the Unloved Buying Rookie Funds Rebalancing Your Portfolio Calculating Your Personal Rate of Return Is Your Retirement Portfolio on Track? and more The series will be much more interactive than a typical “investing in mutual funds” book. Readers will be given both the information they need to succeed and the practice they need to make sure the lessons stick.
Whether you’re a new or seasoned investor, the mutual fund Investment Coach series will help you master the basics, sharpen skills, and add advanced techniques to your repertoire. Each book will include: a series of clear and concise lessons, tips, and graphics that illustrate key ideas, investor’s checklists that make implementing ideas easy, quizzes that reinforce learning, and a worksheet to help you use your new skills immediately.
BACKED BY THE INDUSTRY LEADER: Morningstar is one of the highest regarded fund analysis firms in the industry. Its brand extends to well over 100 million consumers and professionals. Morningstar will use its brand and reach to heavily market the book. This will include emails to nearly 1,000,000 people. BIG CORPORATE INITIATIVE: Morningstar is very excited by this project. They are expecting the Investment Coach series to attract a new audience while satisfying a need for their core users. WRITTEN BY THE LEADING MUTUAL FUND AUTHORITY: Morningstar is almost universally recognized as the leading voice in the world of mutual funds. UNIQUE APPROACH TO TOPIC: The Investment Coach approach is unique and gives readers an interactive experience.
About the Author
Morningstar is a global investment research firm, offering an extensive line of print, software and Internet-based products and services for individuals, financial advisors, institutions and the media. Consumers count on Morningstar for reliable data, research, analysis and candid editorial commentary. With top-notch product and partnerships, Morningstar is well positioned to leverage their information by increasing the visibility and distribution of their books as well as by creating new series and single titles. Founded in 1984 with $250,000 in owner’s equity, Morningstar has grown to become a $400 million company with 800 employees and more than a dozen international offices. With more than 1,000,000 customers, Chicago-based Morningstar is recognized as a financial research company and a quality brand to consumers as well as financial advisors and institutions.