Dorianne Perrucci & Jerry A. Miccolis 
Asset Allocation For Dummies 

An easy-to-understand how-to guide to the single most important
thing you can do in investing — choosing and mixing your
assets successfully.

You don’t need to be an expert analyst, a star
stock-picker, or a rocket scientist to have better investment
results than most other investors. You just need to allocate your
assets in the right way, and have the conviction to stick with that
allocation.

The big secret behind asset allocation — the secret that
most sophisticated investors know and use to their benefit —
is that it’s really not all that hard to do.

Asset Allocation For Dummies serves as a comprehensive guide to
maximizing returns and minimizing risk — while managing
taxes, fees and other costs — in putting together a portfolio
to reflect your unique financial goals.

Jerry A. Miccolis (Basking Ridge, NJ), CFA®, CFP®,
FCAS, MAAA is a widely quoted expert commentator who has been
interviewed in The New York Times and the Wall Street Journal, and
appeared on CBS Radio and ABC-TV. He is a senior financial
advisor and co-owner of Brinton Eaton Wealth Advisors (href=’http://www.brintoneaton.com/’>www.brintoneaton.com), a
fee-only investment management, tax advisory and financial planning
firm in Madison, N.J. Dorianne R. Perrucci (Scotch Plains, NJ) is a
freelance writer who has been published in The New York Times,
Newsweek, and The Street.com, and has collaborated on several
financial books, including I.O.U.S.A, One Nation, Under Stress, In
Debt (Wiley, 2008).

Table of Content

Introduction.

Part I: Discovering the Not-So-Secret Recipe for Asset
Allocation.

Chapter 1: Understanding Asset Allocation.

Chapter 2: Weighing Risk and Return.

Chapter 3: Making Sense of Asset Classes.

Chapter 4: Determining the Right Proportions: Your Asset
Mix.

Chapter 5: Stirring the Mix: Portfolio Rebalancing.

Part II: Getting Started.

Chapter 6: Laying the Foundation for Your Plan.

Chapter 7: Developing Your Investment Strategy.

Chapter 8: Creating Your Allocation Plan.

Part III: Building and Maintaining Your Portfolio.

Chapter 9: Buying Securities.

Chapter 10: Knowing Where to Put Your Assets: Asset
Location.

Chapter 11: Monitoring Your Portfolio: Rebalancing and Other
Smart Strategies.

Chapter 12: Measuring Your Results.

Part IV: Going beyond the Basics.

Chapter 13: Walking to the Beat of a Different Drum: Opting for
Alternative Investments.

Chapter 14: Managing Your Taxes like a Pro.

Chapter 15: Knowing When to Revise Your Plan.

Chapter 16: Finding Help When You Need It.

Part V: The Part of Tens.

Chapter 17: Ten Asset Classes and Subclasses and Their
Historical Rates of Return.

Chapter 18: Ten Common Asset Allocation Mistakes.

Chapter 19: Ten Questions to Test Your Asset Allocation
Know-How.

Index.

About the author

Jerry A. Miccolis, CFA, CFP, FCAS, MAAA, is a financial advisor, widely quoted financial author, and expert commentator who has appeared on CBS Radio and ABC-TV. Dorianne R. Perrucci is a freelance writer who has been published in The New York Times, Newsweek, and The Street.com, and has collaborated on several investing books, including I.O.U.S.A., One Nation, Under Stress, In Debt (Wiley, 2008).