Product Review

The first book to close the perilous gaps in―and enhance the performance of―asset allocation

Asset allocation is one of today’s bestknown investment approaches. Problem is, its major precept―that a magic-number, fixed-percentage asset mix will provide superior results for investors who have dramatically different goals and needs―is scientifically unproven and fundamentally flawed.

Asset Dedication updates the asset allocation model, outlining a seven-step process designed to more effectively meet the real needs of real investors. Showing investors how to design low-risk portfolios that more accurately and successfully dedicate assets, this breakthrough book helps investors fill in the gaps inherent to asset allocation by demonstrating:

• Techniques for ascertaining the best asset mix by determining individual needs and goals
• How asset dedication provides superior protection against inflation and market risk
• Investing strategies for the three investment life phases―accumulation, distribution, and transfer