Strategies in Personal Finance: Basic Investment Principles for Today and Tomorrow

This book is not a quick "how-to" but rather a substantive text intended for undergraduate course in financial planning and investments management. Material is arranged in sections relevant to people in their accumulation years (ages 20 through 60) and their retirement years; the first two sections address management and investment tools and opportunities, and the third focuses on management decisions. An extended case study, end-of-chapter questions, a glossary, suggested readings (including relevant "Getting Going" columns by Jonathan Clements of the Wall Street Journal, and website and other resources are included. Keith V. Smith is a business writer formerly associated with Krannert School of Business at Purdue University, and Jane A. Smith is a consultant for small businesses.