Gain Understanding and Be in Control

by Donald S. Gudhus, MBA



Book Details

Language : English
Publication Date : 10/22/2008

Recognition Programs

Format : Softcover
Dimensions : 7.5x9.25
Page Count : 92
ISBN : 9780595457038

About the Book

Women have always been underserved in the personal financial market, whether it relates to choosing mutual funds for a 401(k), 403(b), or a myriad of other financial needs. Don Gudhus has written a book that offers a step-by-step method to selecting, constructing, and maintaining an effective portfolio of stock mutual funds. Whether you're a full- or part-time professional, a stay-at-home mom, a divorcée, a widow, a pre-retiree, or already retired, Women & Mutual Funds can help you.

He begins by detailing the various styles, sizes, and geographical aspects of mutual funds; provides the tools needed to confidently select appropriate mutual funds; and offers in-depth information about how to monitor a portfolio for years to come. He supplements his recommended methods with:

  • A discussion on the importance of proper asset allocation
  • A way to clearly measure risk tolerance
  • Worksheets to help establish and adjust asset allocation
  • A process to monitor, rebalance, or reallocate portfolio investments

The performance of a portfolio is rarely a matter of luck. Don provides valuable insight into the vast and complex array of available mutual funds, ultimately helping you decide which mutual funds are best for you.

About the Author

Donald S. Gudhus is the president and controlling shareholder of Oracle Financial Group, a registered investment advisory firm located in Philadelphia. Don has lectured on investing and holds seminars for women on various financial topics. He has a bachelor's degree in finance and economics, an MBA, and is a graduate of the CFP<®> Professional Education Program.