From Piggybank to Portfolio

A Financial Roadmap for New Investors

“Mr. Perry offers an excellent overview of today’s many different investment vehicles and types of assets, provides a user-friendly step-by-step plan for how to start and maintain a portfolio. The writing is clear and delightfully free of jargon.” – Carsten Kowalczyk, Ph.D., The Fletcher School of Law and Diplomacy, Tufts University, and School of Economics and Management, University of Aarhus. From compounding, which Einstein called “the most powerful force in the universe,” to investor motivation and asset allocation, money manager and CFA Brian Perry has put together an easy-to-understand primer for those heretofore inexperienced in financial matters. His comprehensive guidebook is perfect for the student just starting out in the workplace as well as for those who, at any age, have been previously uninterested in the basic tenets of investing and wealth creation. Written with a keen teacher’s voice, From Piggybank to Portfolio deserves a place on every financial newbie’s desk. In From Piggybank to Portfolio you will: • Learn to focus on compound interest, “the most powerful force in the universe” • Get simple, clear-cut instructions on how to invest • Get on the path to a secure financial future • Learn the one-stop solution to structuring an investment program Includes sample portfolios, a summary of the basic rules to remember, and a risk tolerance questionnaire.