Wise Money: Using the Endowment Investment Approach to Minimize Volatility and Increase Control by Wildermuth, Daniel;

Short description:

Over the last decade, the average person who invested in stocks and bonds has seen his or her assets flatline. During the same time, in the same market conditions, theworld?s wealthiest and most successful universityendowments enjoyed average growth of about 10 percent per year?including all fees.

In Wise Money, personal investing specialistDaniel Wildermuth shows you how easy it is to apply the sophisticated design and principles of the endowment strategy to your portfolio.

Whether you're a finance professional who wants to better serve your clients or an individual investor seeking to take control of your financial future, Wise Money walks you through the process of creating a portfolio that satisfies your current income needs andoffers long-term return potential much greater than traditional portfolio strategies that use only U.S. stocks and bonds. Best of all, the endowment strategy doesn't rely on a particular skill set, privileged access, or even investing experience. Results derive directly from youroriginal investment choices, and Wise Money breaks down your options into thorough, direct explanations. It then illustrates how to customize the strategy to a variety of individualized investor situations.

Wise Money is your road map to investing with the smart money by:

• Choosing asset classes with high average performance over time and a high probability of giving strong returns in different ways at different times
• Lowering volatility through a broad diversification of assets with lower correlation with each other
• Including less traditional asset classes to help enhance performance potential and lessen portfolio risk

Wildermuth has educated and inspired a farreachingaudience with his engaging, informative style and revealingly colorful stories, and now he opens the door for you.

Long description:

The secret to one of the most successful strategiesof the last several decades--endowment investing

While individual investors have struggled in recent years, many college endowments have reaped the benefits of steady year-over-year growth. In Wise Money, bestselling personal finance author Daniel Wildermuthreveals the investing world's biggest secret and helps you replicate the performance endowment investors have been enjoying for years. This results-driven book shows you how to:

• Create a portfolio similar to those used by the mostsophisticated investors in the world
• Combine different investments to potentially provide both high income and strong growth potential
• Reduce your wealth's exposure to risk and volatilitythrough intelligent diversification
• Include investments that are likely to excel duringtimes of higher inflation
• Select various alternative investments that you may be able to use to dramatically improve your financial health

Take it from a five-star wealth manager: Wise Money puts you at the head of the class with the investors who have all the money.

The secret to one of the most successful strategiesof the last several decades--endowment investing

While individual investors have struggled in recent years, many college endowments have reaped the benefits of steady year-over-year growth. In Wise Money, bestselling personal finance author Daniel Wildermuthreveals the investing world's biggest secret and helps you replicate the performance endowment investors have been enjoying for years. This results-driven book shows you how to:

• Create a portfolio similar to those used by the mostsophisticated investors in the world
• Combine different investments to potentially provide both high income and strong growth potential
• Reduce your wealth's exposure to risk and volatilitythrough intelligent diversification
• Include investments that are likely to excel duringtimes of higher inflation
• Select various alternative investments that you may be able to use to dramatically improve your financial health

Take it from a five-star wealth manager: Wise Money puts you at the head of the class with the investors who have all the money.

Table of Contents:

Over the last decade, the average person who invested in stocks and bonds has seen his or her assets flatline. During the same time, in the same market conditions, theworld?s wealthiest and most successful universityendowments enjoyed average growth of about 10 percent per year?including all fees.

In Wise Money, personal investing specialistDaniel Wildermuth shows you how easy it is to apply the sophisticated design and principles of the endowment strategy to your portfolio.

Whether you're a finance professional who wants to better serve your clients or an individual investor seeking to take control of your financial future, Wise Money walks you through the process of creating a portfolio that satisfies your current income needs andoffers long-term return potential much greater than traditional portfolio strategies that use only U.S. stocks and bonds. Best of all, the endowment strategy doesn't rely on a particular skill set, privileged access, or even investing experience. Results derive directly from youroriginal investment choices, and Wise Money breaks down your options into thorough, direct explanations. It then illustrates how to customize the strategy to a variety of individualized investor situations.

Wise Money is your road map to investing with the smart money by:

• Choosing asset classes with high average performance over time and a high probability of giving strong returns in different ways at different times
• Lowering volatility through a broad diversification of assets with lower correlation with each other
• Including less traditional asset classes to help enhance performance potential and lessen portfolio risk

Wildermuth has educated and inspired a farreachingaudience with his engaging, informative style and revealingly colorful stories, and now he opens the door for you.