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33 Essential Year-End Financial Tasks: Smart Advice on Money & Investing
 
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33 Essential Year-End Financial Tasks: Smart Advice on Money & Investing [Mass Market Paperback]

Scott P. Frush (Author)

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Book Description

December 1, 2004
Managing your personal finances always begins with you. By not completing certain essential tasks, you risk making costly mistakes and placing your financial independence, control and security at risk.

33 Essential Year-End Financial Tasks provides smart advice in a condensed and highly specific format every person needs to know and follow to manage their personal finances with success. Emphasis is placed on protecting and growing your investments, cutting your tax bill, jump starting your retirement savings, improving your credit rating and reducing your insurance costs.


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About the Author

Scott Paul Frush, CFA, CFP, is president and chief portfolio strategist of Michigan-based Frush Financial Group and publisher of the ETF Market Watch newsletter and blog. Frush is the author of All About Exchange-Traded Funds, Commodities Demystified, Hedge Funds Demystified, Understanding Hedge Funds, and Understanding Asset Allocation--all from McGraw-Hill. Frush holds an MBA from the University of Notre Dame.

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More About the Author

Scott Paul Frush, CFA, CFP®, MBA holds expertise with asset allocation strategies and portfolio optimization using exchange-traded funds. He has helped individual, business, and institutional investors safeguard and grow their wealth for nearly two decades.

Scott's professional hallmark is the engineering, construction, and management of highly-diversified, low-expense, tax-efficient ETF portfolios under an optimal asset allocation policy and a disciplined rebalancing strategy.

Scott earned a Master of Business Administration degree in finance from the University of Notre Dame and a Bachelor of Business Administration degree in finance from Eastern Michigan University. He holds the Chartered Financial Analyst (CFA) designation.

Scott is the author of six investing books--"All About Exchange-Traded Funds" (McGraw-Hill, 2011), "Commodities Demystified" (McGraw-Hill, 2008), "Hedge Funds Demystified" (McGraw-Hill, 2007), "Understanding Hedge Funds" (McGraw-Hill, 2006), "Understanding Asset Allocation" (McGraw-Hill, 2006), and "Optimal Investing" (Marshall Rand Publishing, 2004).

In 2010, Detroit-based dBusiness magazine named Scott to its "30 IN THEIR THIRTIES" award list in recognition of his professional achievements before the age of forty. In 2008, he was profiled in Bank Investment Consultant magazine highlighting Scott's expertise with exchange-traded fund portfolios. In addition, Scott is the 2007 recipient of CFA Magazine's prestigious "MOST INVESTOR ORIENTED" award, which recognizes one CFA Institute member who has made outstanding contributions to investor education.

Scott has been quoted in or his work noted in dozens of print and online publications across the nation.

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