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Fundamentals of Investments for Financial Planning


Walt J. Woerheide

Covers various aspects of the principles of investments and their application to financial planning. Discusses risk analysis and risk and return computations. Looks at stocks, bonds, investment companies, options, and futures contracts. Includes an extended discussion of tax issues in investing, as well as of issues in the practice of portfolio management, including strategic and tactical asset allocation. Provides many examples of ethical and practical issues in managing a client's portfolio.

8th edition, ©2016

Price: $120

Item Code: HS328-8

ISBN10: 1-58293-221-2

ISBN13: 978-1-58293-221-7