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Index
Cover
Title
Copyright
Contents
List of Figures
List of Tables
About the Authors
Acknowledgments and Dedications
Introduction
1 Building Wealth and Achieving Financial Freedom
1.1. What is a Millionaire?
1.2. Can you Retire With a Million Dollars and Live Comfortably?
1.3. What Tips can Help you Become a Millionaire?
1.4. How Can you Save More and Spend Less?
1.5. What is the Difference Between Income and Wealth?
1.6. How do you Accumulate Wealth?
1.7. What is Your Time Horizon for Building Wealth?
1.8. How Important is Investment Return to Building Wealth?
1.9. What is the Difference Between Passive and Active Wealth Creation?
1.10. How Does Inflation Affect Wealth Accumulation?
1.11. Do you Need a Financial Advisor?
1.12. What are the Benefits of a Financial Plan?
1.13. What are the Taxes on Earned Income and Investment Income?
1.14. How can you Avoid, Reduce, or Defer Taxes?
1.15. What is the Difference Between Financial Capital and Human Capital?
1.16. How can you Protect your Wealth?
1.17. What Sources of Retirement Income are Available?
1.18. What Expenses can you Expect in Retirement?
1.19. How do you Estimate your Spending Needs in Retirement?
1.20. How can you Transfer Your Wealth to Future Generations?
1.21. What are Some Online Resources to Help Learn More About Accumulating Wealth?
1.22. Takeaways
2 The Stock Market: Owning a Piece of Companies
2.1. What do The Following Terms Mean – Saving, Investing, Gambling, Trading, and Speculating?
2.2. What Are Equity Securities and Their Major Characteristics?
2.3. What Are The Pros and Cons of Investing in Stocks?
2.4. How do Companies Distribute Profits to Investors?
2.5. What Methods are Available to Analyze Stocks?
2.6. What Types of Investment Strategies are Available for Stocks?
2.7. Is a Buy-and-Hold Strategy Right For You?
2.8. What Types of Stocks are Best For You?
2.9. How Are Stocks Bought and Sold?
2.10. How do you set up a Brokerage Account and What Types of Accounts are Available?
2.11. Should Beginning Investors Use Margin Accounts?
2.12. Should Novice Investors Engage in Short Selling?
2.13. What are Some Basic Types of Orders?
2.14. What Common Mistakes do Investors Make When Investing in Stocks?
2.15. What are Some Investment Sites to Help Learn More About Stock Investing?
2.16. Takeaways
3 Being a Lender not a Borrower: The Bond Market
3.1. What Is a Bond and its Major Characteristics?
3.2. How Do Bonds and Loans Differ?
3.3. Why Invest in Bonds?
3.4. Who Are the Primary Issuers of Bonds?
3.5. Who Are the Major Investors in Bonds?
3.6. What Are the Risks Associated With Bond Investing?
3.7. What Is a Credit Rating and What Does it Indicate?
3.8. What Is the Treasury Yield Curve and Why is it Important?
3.9. How Do Changes in Interest Rates Affect Bond Prices?
3.10. How Do You Invest in Bonds?
3.11. How Do You Measure a Bond Investment’s Return?
3.12. What Are Bond Quotes and How Do You Read Them?
3.13. How Do Bonds Trade?
3.14. What Are the Tax Liabilities of Bond Investments?
3.15. What Happens if a Bond Defaults?
3.16. What Are Callable and Convertible Bonds?
3.17. What Are Green Bonds?
3.18. What Are Treasury Inflation-Protected Securities?
3.19. What Are Asset-Backed Securities?
3.20. How Do You Invest in a Portfolio of Bonds?
3.21. What Are Some Bond Investing Strategies?
3.22. Why Do Companies Have Many Bond Issues?
3.23. What Common Mistakes Do Investors Make When Investing in Bonds?
3.24. What Are Some Investment Sites to Help Learn More About Bond Investing?
3.25. Takeaways
4 Designing Your Portfolio: The Role of Asset Allocation, Diversification, and Rebalancing
4.1. What is an Asset Class and Asset Allocation?
4.2. Why is Asset Allocation Important?
4.3. What Assets Make up Traditional and Alternative Investments?
4.4. How do Traditional and Alternative Investments Differ?
4.5. What Role Should Traditional or Alternative Investments Play in Your Portfolio?
4.6. What Factors Influence Your Asset Allocation?
4.7. What Types of Asset Allocation Strategies are Available?
4.8. What Online Asset Allocation Tools are Available?
4.9. What IS an Asset Allocation Fund?
4.10. What are Some Guiding Principles of Asset Allocation For “Typical” Investors?
4.11. What is The Best Asset Allocation for You?
4.12. What is Portfolio Diversification and its Key Benefits?
4.13. How are Diversification, Asset Allocation, and Risk Related?
4.14. What Level of Diversification is Best?
4.15. What Kinds of Diversification Mistakes do Investors Make?
4.16. What Can go Wrong With Diversification?
4.17. What is Portfolio Rebalancing and its Benefits and Costs?
4.18. What Strategies are Available for Portfolio Rebalancing?
4.19. What Ways are Available to Rebalance a Portfolio?
4.20. What Mistakes Should you Avoid in Rebalancing a Portfolio?
4.21. Takeaways
5 Using Mutual Funds and Etfs to Achieve Your Financial Goals
5.1. What is a Mutual Fund?
5.2. What are The Advantages of Owning Mutual Funds?
5.3. What are The Costs of Mutual Funds?
5.4. What are Other Disadvantages of Mutual Funds?
5.5. What are the Different Mutual Fund Categories?
5.6. What are the Different Investment Strategies of Mutual Funds?
5.7. What is an Indexed or Passively Managed Fund?
5.8. What do Actively Managed Mutual Funds try To Accomplish?
5.9. Can you Just Select the Actively Managed Funds that Outperform The Market After Fees?
5.10. What Fund Characteristics Should you Examine?
5.11. How can you Evaluate the Performance of a Mutual Fund?
5.12. How do you Invest in a Mutual Fund?
5.13. What is an ETF?
5.14. What are the Advantages of Using ETFs?
5.15. What are the Disadvantages Associated With Investing in ETFs?
5.16. For What Asset Classes and Strategies Can Investors use ETFs?
5.17. How can you use Mutual Funds and ETFs to Achieve your Investment GOALS?
5.18. What Online Resources are Available for Mutual Funds and ETFs?
5.19. Takeaways
6 Maximizing Retirement Plans
6.1. Why are Retirement Plans so Important in Building Wealth?
6.2. What Tax Advantages are Available to Retirement Plan Investments?
6.3. How Does a 401(K) Plan Work for Company Employees?
6.4. Should you Invest in Your Company’s Stock as Part of Your Retirement Plan?
6.5. How Does a 403(B) Plan Work for Employees of Non-profit Firms, Governments, and School Districts?
6.6. How does a 457 Plan Work?
6.7. How does a Thrift Savings Plan Work for Federal Employees and Military Personnel?
6.8. What is an ira?
6.9. What is a Roth ira, Roth 401(K), Roth 403(B), or Roth TSP?
6.10. Is a Traditional ira or Roth Ira Right for You?
6.11. Why Would you Want to Convert an ira into a Roth ira?
6.12. What are Simple ira and sep Plans for Small Business and the Self-Employed?
6.13. What are the Penalties for Early Withdrawal From a Retirement Plan?
6.14. How Can you Invest in More than One Plan?
6.15. What “Catch-Up” Options are Available for Making Larger Contributions?
6.16. What Happens to your Plan When you Change Employers?
6.17. What Happens to Your Retirement Plan after you Retire?
6.18. Takeaways
Index
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