Individual investors are rediscovering the money-making potential of mutual funds. "The Right Mix" is aimed at independent-minded investors who want to take charge of their financial future, but still need expert, objective financial decision-making assistance. This financial planning guide supplies the strategy and techniques investors of any age group or income category need to set prudent financial goals, and reach them with a personalized mutual fund investment programme. The book contains a set of worksheets, forms, and questionnaires that help investors develop a reliable investment strategy by assessing their current and prospective earning potential, preferred levels of investment risk and tax avoidance, ongoing liquidity needs, and future financial goals, such as purchasing a home, planning for college, or ensuring a high-income retirement. Using examples of realistic investment situations, "The Right Mix" then guides readers through each step in building a mutual fund portfolio that matches their designated investment strategy.
From high growth stock funds to tax-deferred bond funds, the book shows how to find the best mutual funds buys, avoid poor performers, and consistently achieve a profitable balance between risk and yield.