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This volume is a record of the proceedings of a C. F. A. research seminar devoted to personal-trust policies and practices. Seminar participants are a group of recognized and reputable senior trust investment officers. The major topics considered in the seminar are trust investment policy, the investment process, portfolio management, performance measurement, and professional ethics. The personal-trust decision was selected for study as one of the areas in finance which deserves closer attention than it has been afforded in the past. [ABSTRACT FROM AUTHOR]

The article reviews the book "Investment Management: A Casebook," by George E. Bates.

The article presents a review of the book "Handbook of Wealth Management," by Leo Barnes and Stephen Feldman.

In this debut investment manual, an experienced financial planner offers practical strategies for negotiating the stock market and building wealth. [ABSTRACT FROM AUTHOR]

The article reviews the book "Security Analysis and Portfolio Management Investment Management," by Shashi K. Gupta and Rosy Joshi.

The article reviews the book "Harry Markowitz: Selected Works," edited by Harry M. Markowitz.

A review of the book "Investment Management in Boston: A History," by David Grayson Allen, is presented.

A description of the course "2013 Financial Fitness Challenge" online financial education courses being offered from Employee Benefit Adviser and Employee Benefit News which is designed by the Educated Investor, financial education content creator, is presented.

A description of the course "Financial Fitness Challenge" online financial education courses being offered by the periodical which is designed by the periodical's partner, the Educated Investor, financial education content creator, is presented.

The article reviews the book "Poke the Box: When Was the Last Time You Did Something for the First Time?" by Seth Godin.