Investments, tenth edition



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 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


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