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Asset Allocation For Dummies®
Jerry A. Miccolis was chosen to be the subject matter expert on Wiley’s ASSET ALLOCATION FOR DUMMIES because, to make a complex subject understandable, you need to know it inside and out!


Asset Allocation For Dummies
by Jerry A. Miccolis, CFA®, CFP®, FCAS, MAAA and Dorianne R. Perrucci, Financial author and editor
Buy New on Amazon: $16.49

The FOR DUMMIES® series by Wiley is perfect for individuals who want to really understand a topic themselves. It’s an open secret that these books are not for dummies. I am thrilled to be recognized by Wiley as a leading authority on asset allocation. This book is a great point of reference whether you choose to manage your own investments or want advice on picking a professional you can trust to do it for you.

I am passionate about helping individuals secure their financial future – about seeing them reach that worry-free state of financial freedom. Recognizing that your investment portfolio is simply a means to that end, I view investing as an intensely personal process, distinctive to each individual. Investment management should be seamlessly integrated with your long-term financial plan. That is, it should take into consideration your desired lifestyle, your tolerance for risk, your current and future sources of income, your health, your family circumstances, your income/estate tax situation, your charitable inclinations, and your investment constraints.

Whether you read ASSET ALLOCATION FOR DUMMIES®, have me speak with your group, or speak with me directly, I cover all of the ingredients necessary to help you achieve financial peace of mind. Including an explanation of how advisors make their money and how this knowledge can help you avoid costly mistakes.

About Jerry A. Miccolis, CFA®, CFP®, FCAS, MAAA:
Before joining Brinton Eaton in 2003, Jerry spent nearly 25 years as a risk management consultant, consulting actuary and Practice Leader with Towers Perrin, a leading global management consulting firm. When Jerry joined Brinton Eaton he was at the forefront of the global enterprise risk management trend in business. He has successfully applied advanced actuarial and risk management techniques to the science of investing and portfolio management and is a widely quoted speaker and author on the subject. Jerry’s multi-disciplined approach to investing is self-evident in ASSET ALLOCATION FOR DUMMIES®.


Jerry A. Miccolis
CFA®, CFP®, FCAS, MAAA
Senior Financial Advisor and Principal
Brinton Eaton
Wealth Advisors

Madison, NJ

Contact Jerry A. Miccolis
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An Essential Primer on Asset Allocation
  • Discover why/how asset allocation works –
    appreciate the relationship between risk and return, the power of proper diversification, taming volatility, and more
  • Understand different asset categories –
    grasp the different characteristics of cash, bonds, stocks, mutual funds, exchange traded funds, and others
  • Plan your investment strategy –
    outline your financial goals, project your lifetime cash flows, identify the level of risk you are comfortable with, set your portfolio constraints, select your asset classes, and determine the appropriate mix among classes
  • Choose securities and accounts –
    select the right ones, understand fees and expenses, and take advantage of tax-saving opportunities
  • Maintain your portfolio –
    keep tabs on your investments, know when and how to rebalance, and measure your results against appropriate market benchmarks
  • Move beyond the basics –
    consider alternative investments (such as real estate and commodities), maximize after-tax results, and work with the pros when you need help