Lexis Nexis The Discerning Investor: Personal Portfolio Management in Retirement for Lawyers (and Their Clients)
Select a format
International Order Inquiry
Select subscription type
Terms & conditions
Subscribers receive the product(s) listed on the Order Form and any Updates made available during the annual subscription period. Shipping and handling fees are not included in the annual price.
Subscribers are advised of the number of Updates that were made to the particular publication the prior year. The number of Updates may vary due to developments in the law and other publishing issues, but subscribers may use this as a rough estimate of future shipments. Subscribers may call Customer Support at 800-833-9844 for additional information.
Subscribers may cancel this subscription by: calling Customer Support at 800-833-9844; emailing customer.support@lexisnexis.com; or returning the invoice marked "CANCEL".
If subscribers cancel within 30 days after the product is ordered or received and return the product at their expense, then they will receive a full credit of the price for the annual subscription.
If subscribers cancel between 31 and 60 days after the invoice date and return the product at their expense, then they will receive a 5/6th credit of the price for the annual subscription. No credit will be given for cancellations more than 60 days after the invoice date. To receive any credit, subscriber must return all product(s) shipped during the year at their expense within the applicable cancellation period listed above.
The total price includes the product(s) listed in the Order Form and any Updates for a limited period (minimum period of 30 days) after the order is placed ("Order Window"). Shipping and handling fees are not included in the grand total price.
All shipments may be returned, at subscribers' expense, for full credit of the Price within 30 days of receipt.
Shipments may not be returned, and no credits will be issued, more than 30 days after receipt.
After the Order Window, subscribers will receive notice of Updates along with the then-current grand total price and order process as Updates become available. Subscribers will only be shipped those Updates they specifically request.
Product description
View a sample of this title using the ReadNow feature
The goal of The Discerning Investor is to give you the tools to prepare for retirement on your own terms. Part I lays out a conceptual framework for managing a retirement portfolio, with an emphasis on anticipating and thus avoiding mistakes such as misjudging risk. It sets out the basics of personal portfolio management and walks you through how to parse some common metrics and types of market data. Part II focuses on the “personal” part of personal portfolio management and provides a framework for developing an investment strategy to fit your particular situation.
Part III covers the pros and cons of two different approaches to portfolio management: 1) retaining a firm to manage everything, or 2) managing your portfolio yourself and using a brokerage firm to execute trades. Part IV comes back to personalization and offers self-assessment tools to help you flesh out your investment strategy and move from planning to action.
This is a book for investors who happen to be lawyers, written by a lawyer who happens to be investment counsel. The author’s unique perspective and expertise are particularly apparent in her detailed overview of Form CRS, a disclosure document mandated by the SEC which was first rolled out in June 2020. Whether you are managing your portfolio yourself or retaining a firm to manage it for you, Form CRS can help you to quickly grasp what your client experience might be like with a given brokerage or investment firm based on its service offerings and the conflicts embedded in the way it does business. This book gives you all the information you will need to use this new and valuable tool to ensure that your investment portfolio is in good hands.
Table of Contents:
- Introducing Personal Portfolio Management
- Avoiding Mistakes: A Historical Perspective on the Stock Market
- Uncertainty: The Investor’s Dilemma
- Measures for The Risk-Averse Investor
- Turning Inward: Preparing for the Future
- Creating Investment Objectives
- Setting Strategy Based on Three Goals
- Reports and Reviewing Progress
- Financial Firms: Who’s Who and What to Expect as a Client
- Do Standards of Care Matter? Should They?
- Expect to Experience Conflicts of Interest: But Choose Not To
- Form CRS is Key
- Let’s Talk: The SEC’s “Conversation Starters” and More
- Introducing the “Know Your Representative Rule”
- The Future is Yours: What Will You Do Next?
eBooks, CDs, downloadable content, and software purchases are noncancelable, nonrefundable and nonreturnable. Click here for more information about LexisNexis eBooks. The eBook versions of this title may feature links to Lexis+® for further legal research options. A valid subscription to Lexis+® is required to access this content
