Getting an Investing Game Plan: Creating It, Working It, Winning It

But exactly what is an investing game plan and how can you go about getting one? In Getting an Investing Game Plan, Certified Financial Planner Vern Hayden answers these and other important investment questions, guiding you through a ten-step process that will help you clarify your goals, create a game plan, and stay the course.

In a straightforward and accessible manner, Getting an Investing Game Plan explains why you need a game plan for both wealth creation and wealth preservation, and clearly outlines the components of a successful investing game plan. Shaped from the experiences gained in the mud of the marketplace as well as stories of real investors, these proven steps will help you get your investing house in order-whether you’re starting fresh or starting over. You will learn about:

• Getting into the game plan mindset-remaining committed, consistent, and courageous
• Knowing your risk tolerance and goals
• Understanding diversification (stocks, bonds, cash)
• Structuring a portfolio that suits you-conservative, moderate, aggressive, and the bunker portfolio
• Picking the right fund for your allocation needs and your financial goals
• Listening to select professionals
• Reviewing your game plan periodically
• And much more

After reviewing the ten steps to creating an investing game plan, you should feel ready to manage your own plan. But if you’re concerned that you might need some help, this comprehensive guide can show you how to find the help you need. Getting an Investing Game Plan includes a chapter focused solely on how to seek and size up a worthy financial advisor to manage your plan.

What matters most in achieving financial success is not how well you play any single round of the investment game, but whether you have a well-thought-out and complete investing game plan. Regardless of age or income, an investing game plan will help you achieve consistent returns on your investments, while making sure you don’t lose a bundle. With this book as your guide, you will learn how to create an investing game plan that will last a lifetime.

“I think you’ll find this book valuable. It’s full of great ideas and tangible examples that will show you how to craft a sensible investment plan.”
-From the Foreword by Don Phillips, Managing Director, Morningstar, Inc.

“This is the best book on investing that I have seen in my over 40 years in the investment management business. Vern Hayden provides time-tested strategies and tactics that will enable all investors to play and win the investing game.”
-Donald R. Pitti, a founder and past Chairman, Financial Planning Association, and Founding Director, Financial Services Institute, St. John’s University

“This resource is more than a guide to financial planning. It’s a road map drawn by an experienced, savvy traveler who knows where the best sights are as well as the potholes and tourist traps. The authors are particularly helpful in explaining not just what the first steps are, but how to put one foot in front of the other. A blue-chip guide to financial security.”
-Dan Miller, Business Editor, Chicago Sun-Times

“Vern is one of the true gentlemen of financial planning. Experienced, passionate, and committed, in Getting an Investing Game Plan, Vern graciously shares his experience and wisdom with the reader. It’s a wonderful book; ‘The Hayden Playbook’ alone makes it worth owning.”
-Harold Evensky, CFP, Chairman, Evensky, Brown & K