Discerning Investor: Personal Portfolio Management in Retirement for Lawyers (and Their Clients)

Table of Contents:



Introducing Personal Portfolio Management
Avoiding Mistakes: A Historical Perspective on the Stock Market
Uncertainty: The Investor's Dilemma
Measures for The Risk-Averse Investor
Turning Inward: Preparing for the Future
Creating Investment Objectives
Setting Strategy Based on Three Goals
Reports and Reviewing Progress
Financial Firms: Who's Who and What to Expect as a Client
Do Standards of Care Matter? Should They?
Expect to Experience Conflicts of Interest: But Choose Not To
Form CRS is Key
Let's Talk: The SEC's "Conversation Starters" and More
Introducing the "Know Your Representative Rule"
The Future is Yours: What Will You Do Next?

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