Create and Manage a Successful Investment Portfolio
Author Barbara A. Friedberg, MBA, MS / Reviewed by Felita Daniels / 116 Pages
This book is written for the person that knows they should be doing something to increase their odds at a happy retirement, but has avoided digging in and making a plan. If you have dodged addressing this because you thought it was too difficult, or were confused by the lingo, this easy to read work may be just the ticket.
Ms. Friedberg speaks to the everyday person and cites studies and includes charts for those that are more visually oriented. There is a table of contents that will help someone pinpoint topics they want to re-visit. There are helpful summary points at the end of each chapter also.
If you don’t want to do-it-yourself, she has included information about advisors. Knowing what types there are and how they are compensated will help you make a better choice.
There is some solid advice here and she makes everything accessible. If you are someone who has been managing your portfolio for a number of years, read Forbes or Financial Times and watch Cramer or other investment shows, this will be too basic for you. If you are someone at a dinner party that smiles when others are talking about ETFs and market class, this may be the book to get you started.