Ken Moraif, CFP, senior advisor at the Dallas-based wealth management firm Money Matters, has authored and released a new book, Buy, Hold, and Sell: The Investment StrategyThat Could Save you from the Next Market Crash(ISBN: 978-1-118-95149-1)
The book, published by Wiley, debunks the “buy and hold” investment philosophy, and outlines the importance of integrating a “buy, hold, and sell” philosophy instead. Moraif -- who called the 2008 market crash and advised his clients to get out of the market before the downturn -- is a steadfast proponent of the philosophy and frequently discusses its significance on his radio show, “Money Matters with Ken Moraif.”
In addition to demystifying certain investment approaches, “Buy, Hold, and Sell” explores the benefits to utilizing a sell strategy, how investors can recognize different trends or indicators that would signal a sell period, and how retiree investors can protect their portfolio.
“Retiree investors have to be in the driver’s seat when it comes to their investments, no matter the market environment,” Moraif says. “One bear market can change a retiree investors’ life, but by understanding and being educated about the buy, hold and sell philosophy, it can help avoid losses that would otherwise ruin a retirement.”
For those looking to build a sound financial plan for the long run, this book provides expert insight and solid advice with supporting charts, graphs, statistics, and anecdotes. Ken helps readers with key themes as:
- Learn how to design a sell strategy to protect principal in the next bear market
- Find clear-cut information regarding retirement finances
- Discover the benefits of a diversified portfolio. This book expands upon old advice to provide the most important part of the equation: a sell strategy designed to protect principal.
At Money Matters, Moraif works with his team in overseeing 5,000 pre-retiree and retiree client accounts (as of 12/31/14) that are spread across 11 offices throughout the country. Having been in the financial industry for the last 27 years, Moraif believes strongly in using sell strategies, and educates clients frequently on the importance of having a plan in place to secure their finances and peace of mind.
KEN MORAIF, CFP, has been named one of the top 100 independent financial advisors in America by Barron's Magazine (2012–2014). He heads up the financial and retirement planning firm Money Matters with Ken Moraif, one of the top 50 fastest-growing financial advisory firms according to Financial Planning Magazine. He hosts a weekly radio show, Money Matters with Ken Moraif, and is a frequent guest on CNBC and Fox Business. He has written for or been quoted by Forbes, Kiplinger's Personal Finance, MarketWatch, The Wall Street Journal, and more.
Contact the publicist:
Sadhika Salariya
Publicist
ssalariya@wiley.com
201-748-6782