Investments, tenth edition

 28.3  Policy  Statements 

985

Sample Policy Statements for Individual Investors

 28.4  Asset  Allocation 

992

Taxes and Asset Allocation

 28.5  Managing Portfolios of Individual Investors  994

Human Capital and Insurance / Investment in Residence / 

Saving for Retirement and the Assumption of Risk / 

Retirement Planning Models / Manage Your Own 

Portfolio or Rely on Others? / Tax Sheltering

The Tax-Deferral Option / Tax-Deferred Retirement 

Plans / Deferred Annuities / Variable and Universal 

Life Insurance

 28.6  Pension  Funds 

1000

Defined Contribution Plans / Defined Benefit Plans / 

Pension Investment Strategies

Investing in Equities / Wrong Reasons to Invest in 

Equities