| Introduction |
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1 | (1) |
| About This Book |
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1 | (1) |
| Foolish Assumptions |
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2 | (1) |
| Icons Used in This Book |
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3 | (1) |
| Beyond the Book |
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3 | (1) |
| Where to Go from Here |
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3 | (2) |
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BOOK 1 GETTING STARTED WITH INVESTING |
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5 | (44) |
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Chapter 1 Exploring Your Investment Choices |
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7 | (10) |
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Getting Started with Investing |
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8 | (1) |
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Building Wealth with Ownership Investments |
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9 | (3) |
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Entering the stock market |
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10 | (1) |
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10 | (2) |
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Generating Income from Lending Investments |
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12 | (1) |
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Considering Cash Equivalents |
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13 | (1) |
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Choosing Where to Invest and Get Advice |
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14 | (3) |
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Finding the best fund companies and brokers |
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14 | (1) |
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Finding an acceptable advisor |
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15 | (2) |
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Chapter 2 Weighing Risks and Returns |
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17 | (20) |
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18 | (10) |
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19 | (5) |
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Individual-investment risk |
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24 | (2) |
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Purchasing-power risk (also known as inflation risk) |
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26 | (1) |
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27 | (1) |
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28 | (6) |
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The components of total return |
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28 | (2) |
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Savings and money market account returns |
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30 | (1) |
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31 | (1) |
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32 | (2) |
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34 | (1) |
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34 | (3) |
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The value of getting a few extra percent |
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35 | (1) |
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36 | (1) |
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Chapter 3 The Workings of Stock and Bond Markets |
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37 | (12) |
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How Companies Raise Money through the Financial Markets |
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37 | (3) |
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Deciding whether to issue stocks or bonds |
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38 | (1) |
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Taking a company public: Understanding IPOs |
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39 | (1) |
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Understanding Financial Markets and Economics |
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40 | (9) |
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Driving stock prices through earnings |
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40 | (1) |
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Weighing whether markets are efficient |
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41 | (2) |
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Moving the market: Interest rates, inflation, and the Federal Reserve |
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43 | (6) |
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BOOK 2 INVESTING IN YOUR 20S AND 30S |
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49 | (48) |
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Chapter 1 Using Investments to Accomplish Your Goals |
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51 | (10) |
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Setting and Prioritizing Your Shorter-Term Goals |
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51 | (4) |
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Accumulating a rainy-day fund |
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52 | (1) |
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Saving for large purchases |
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53 | (1) |
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Investing for a small business or home |
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53 | (1) |
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Saving for kids' higher educational costs |
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54 | (1) |
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Investing short-term money |
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55 | (1) |
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Investing in Retirement Accounts |
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55 | (6) |
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Understanding retirement account perks |
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56 | (1) |
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Grappling with retirement account concerns |
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56 | (2) |
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Taking advantage of retirement accounts |
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58 | (1) |
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Surveying retirement account choices |
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58 | (2) |
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Selecting retirement account investments |
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60 | (1) |
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Chapter 2 Minimizing Your Taxes When Investing |
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61 | (10) |
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Understanding Investment Taxes |
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62 | (3) |
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Tracking taxation of investment distributions |
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62 | (1) |
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Determining your tax bracket |
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63 | (1) |
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Devising tax-reduction strategies |
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64 | (1) |
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Reducing Your Taxes When Selling Investments |
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65 | (6) |
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66 | (1) |
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Tuning in to tax considerations |
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67 | (4) |
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Chapter 3 Laying Out Your Financial Plans |
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71 | (14) |
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First Priorities: Paying Off High-Cost Debt and Building a Safety Reserve |
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71 | (2) |
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Paying off high-cost consumer debt |
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72 | (1) |
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Establishing an emergency reserve |
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72 | (1) |
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What about Paying Down Other Debts? |
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73 | (3) |
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73 | (2) |
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Considering paying down mortgage debt |
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75 | (1) |
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Sorting Out Your Financial Plans |
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76 | (3) |
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Considering your investment options and desires |
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76 | (1) |
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Assessing your savings rate |
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77 | (1) |
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Investing regularly with dollar cost averaging |
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78 | (1) |
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Knowing the Impact of Investing for College Costs |
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79 | (4) |
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80 | (2) |
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Considering educational savings account options |
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82 | (1) |
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Investing money earmarked for college |
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82 | (1) |
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Securing Proper Insurance |
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83 | (2) |
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Chapter 4 Starting Out with Bank and Credit Union Accounts |
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85 | (12) |
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Understanding FDIC Bank Insurance |
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86 | (1) |
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Investing in Banking Account and Savings Vehicles |
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86 | (3) |
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Bank checking accounts and debit cards |
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87 | (1) |
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Savings accounts and certificates of deposit |
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88 | (1) |
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89 | (1) |
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Feeling Secure with Your Bank |
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90 | (3) |
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90 | (1) |
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Protecting yourself when banking online |
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91 | (2) |
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Exploring Alternatives to Bank Accounts |
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93 | (4) |
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Credit union accounts and benefits |
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93 | (1) |
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Brokerage cash management accounts |
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94 | (1) |
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Money market mutual funds |
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95 | (2) |
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BOOK 3 CHECKING OUT STOCK INVESTING |
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97 | (62) |
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Chapter 1 Gathering Information on Stocks |
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99 | (18) |
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Looking to Stock Exchanges for Answers |
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100 | (1) |
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Grasping the Basics of Accounting and Economics |
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101 | (4) |
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Accounting for taste and a whole lot more |
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101 | (1) |
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Understanding how economics affects stocks |
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102 | (3) |
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Staying on Top of Financial News |
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105 | (3) |
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Figuring out what a company's up to |
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106 | (1) |
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Discovering what's new with an industry |
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106 | (1) |
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Knowing what's happening with the economy |
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107 | (1) |
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Seeing what politicians and government bureaucrats are doing |
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107 | (1) |
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Checking for trends in society, culture, and entertainment |
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108 | (1) |
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Reading (And Understanding) Stock Tables |
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108 | (5) |
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109 | (1) |
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109 | (1) |
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110 | (1) |
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110 | (1) |
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110 | (2) |
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112 | (1) |
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112 | (1) |
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113 | (1) |
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113 | (1) |
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Using News about Dividends |
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113 | (3) |
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Looking at important dates |
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114 | (1) |
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Understanding why certain dates matter |
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115 | (1) |
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Evaluating Investment Tips |
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116 | (1) |
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Chapter 2 Investing for Long-Term Growth |
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117 | (10) |
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Becoming a Value-Oriented Growth Investor |
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118 | (1) |
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Choosing Growth Stocks with a Few Handy Tips |
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119 | (8) |
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Looking for leaders in megatrends |
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120 | (1) |
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Comparing a company's growth to an industry's growth |
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120 | (1) |
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Considering a company with a strong niche |
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121 | (1) |
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Checking out a company's fundamentals |
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121 | (1) |
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Evaluating a company's management |
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122 | (2) |
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Noticing who's buying and/or recommending a company's stock |
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124 | (1) |
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Making sure a company continues to do well |
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125 | (1) |
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Heeding investing lessons from history |
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125 | (2) |
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Chapter 3 Investing for Income and Cash Flow |
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127 | (14) |
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Understanding the Basics of Income Stocks |
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128 | (4) |
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Getting a grip on dividends and dividend rates |
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128 | (1) |
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Recognizing who's well-suited for income stocks |
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129 | (1) |
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Assessing the advantages of income stocks |
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129 | (1) |
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Heeding the disadvantages of income stocks |
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130 | (2) |
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132 | (5) |
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Pinpointing your needs first |
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132 | (1) |
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133 | (2) |
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Looking at a stock's payout ratio |
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135 | (1) |
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Studying a company's bond rating |
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136 | (1) |
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136 | (1) |
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Exploring Some Typical Income Stocks |
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137 | (4) |
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137 | (1) |
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An interesting mix: Real estate investment trusts (REITs) |
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138 | (1) |
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Business development companies (BDCs) |
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139 | (2) |
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Chapter 4 Using Basic Accounting to Choose Winning Stocks |
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141 | (18) |
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Recognizing Value When You See It |
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142 | (4) |
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Understanding different types of value |
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142 | (2) |
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Putting the pieces together |
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144 | (2) |
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146 | (13) |
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Breaking down the balance sheet |
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146 | (3) |
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Looking at the income statement |
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149 | (4) |
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Tooling around with ratios |
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153 | (6) |
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BOOK 4 LOOKING AT BOND INVESTING |
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159 | (74) |
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Chapter 1 Bond Fundamentals |
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161 | (16) |
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Understanding What Makes a Bond a Bond |
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161 | (3) |
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162 | (1) |
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Picking who you trust to hold your money |
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163 | (1) |
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Differentiating among bonds, stocks, and collectibles |
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164 | (1) |
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164 | (2) |
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Identifying the best reason to buy bonds: Diversification |
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164 | (1) |
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165 | (1) |
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Introducing the Major Players in the Bond Market |
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166 | (2) |
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Buying Solo or Buying in Bulk |
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168 | (1) |
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Picking and choosing individual bonds |
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168 | (1) |
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Going with a bond fund or funds |
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168 | (1) |
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The Triumphs and Failures of Fixed-Income Investing |
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169 | (4) |
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Beating inflation, but not by very much |
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169 | (1) |
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Saving the day when the day needed saving |
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170 | (1) |
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Gleaning some important lessons |
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171 | (2) |
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Realizing How Crucial Bonds Are Today |
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173 | (1) |
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Viewing Recent Developments, Largely for the Better |
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174 | (3) |
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Chapter 2 All about the Interest |
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177 | (20) |
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The Tricky Business That Is Calculating Rates of Return |
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178 | (2) |
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178 | (1) |
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179 | (1) |
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Embracing the complications |
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179 | (1) |
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Measuring the Desirability of a Bond |
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180 | (6) |
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Level one Getting the basic information |
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180 | (2) |
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Level two Finding out intimate details |
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182 | (2) |
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Level three Examining the neighborhood |
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184 | (2) |
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186 | (4) |
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187 | (1) |
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187 | (1) |
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187 | (1) |
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188 | (1) |
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189 | (1) |
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189 | (1) |
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Recognizing Total Return (This Is What Matters Most!) |
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190 | (2) |
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Figuring in capital gains and losses |
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190 | (1) |
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Factoring in reinvestment rates of return |
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191 | (1) |
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Allowing for inflation adjustments |
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191 | (1) |
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192 | (1) |
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Measuring the Volatility of Your Bond Holdings |
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192 | (3) |
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193 | (1) |
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193 | (1) |
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The coupon rate matters, too |
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193 | (2) |
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Returning to the Bonds of Babylonia |
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195 | (2) |
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Chapter 3 Checking Out Types of Bonds |
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197 | (16) |
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Exploring the Many Ways of Investing with Uncle Sam |
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197 | (4) |
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198 | (1) |
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Treasury bills, notes, and bonds |
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199 | (1) |
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Treasury Inflation-Protected Securities (TIPS) |
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200 | (1) |
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Industrial Returns: Corporate Bonds |
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201 | (4) |
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Comparing corporate bonds to Treasuries |
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202 | (1) |
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The crucial credit ratings |
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202 | (1) |
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Special considerations for investing in corporate debt |
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203 | (1) |
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The volatility of high-yield bonds |
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204 | (1) |
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Lots of Protection, a Touch of Confusion: Agency Bonds |
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205 | (3) |
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Identifying the bond issuers |
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205 | (1) |
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Sizing up the government's actual commitment |
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206 | (1) |
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Eyeing default risks, yields, markups, and more |
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207 | (1) |
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Weighing taxation matters |
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207 | (1) |
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Banking Your Money on Other People's Mortgages |
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208 | (1) |
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Bathing in the mortgage pool |
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208 | (1) |
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Deciding whether to invest in the housing market |
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208 | (1) |
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(Almost) Tax-Free Havens: Municipal Bonds |
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209 | (4) |
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Sizing up the muni market |
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209 | (1) |
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Comparing and contrasting with other bonds |
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210 | (1) |
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Delighting in the diversification of municipals |
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210 | (1) |
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Choosing from a vast array of possibilities |
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211 | (2) |
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Chapter 4 Investing (Carefully!) in Individual Bonds |
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213 | (12) |
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Navigating Today's Individual Bond Market |
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213 | (2) |
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Getting some welcome transparency |
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214 | (1) |
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Ushering in a new beginning |
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214 | (1) |
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Dealing with Brokers and Other Financial Professionals |
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215 | (4) |
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Identifying the role of the middleman |
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216 | (1) |
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Do you need a broker or agent at all? |
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216 | (1) |
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Selecting the right broker or agent |
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217 | (1) |
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Checking the dealer's numbers |
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218 | (1) |
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Hiring a financial planner |
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218 | (1) |
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219 | (3) |
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220 | (1) |
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If you're looking to sell |
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221 | (1) |
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Perfecting the Art of Laddering |
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222 | (3) |
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Protecting you from interest rate flux |
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223 | (1) |
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Tinkering with your time frame |
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223 | (2) |
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Chapter 5 Picking a Bond Fund That Will Serve You for Life |
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225 | (8) |
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Defining the Basic Kinds of Funds |
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226 | (4) |
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226 | (1) |
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Considering an alternative: Closed-end funds |
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227 | (1) |
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Establishing a position in exchange-traded funds |
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228 | (1) |
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Understanding unit investment trusts |
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228 | (1) |
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Taking a flyer (or not) on an exchange-traded note |
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229 | (1) |
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What Matters Most in Choosing a Bond Fund of Any Sort |
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230 | (3) |
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Selecting your fund based on its components and their characteristics |
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230 | (1) |
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Pruning out the underperformers |
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230 | (1) |
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Laying down the law on loads |
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231 | (1) |
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Sniffing out false promises |
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231 | (2) |
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BOOK 5 MOVING ON TO MUTUAL FUNDS AND EXCHANGE-TRADED FUNDS |
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233 | (80) |
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Chapter 1 Considering Mutual Funds' Pros and Cons |
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235 | (16) |
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Introducing Mutual Funds and Exchange-Traded Funds |
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236 | (1) |
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237 | (3) |
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238 | (1) |
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Open-end versus closed-end funds |
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238 | (2) |
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240 | (8) |
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Fund managers offer expertise |
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240 | (3) |
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Funds save you money and time |
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243 | (1) |
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Fund diversification minimizes your risk |
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244 | (1) |
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Funds undergo regulatory scrutiny |
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245 | (1) |
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You choose your risk level |
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245 | (1) |
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Fund risk of bankruptcy is nil |
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245 | (1) |
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Funds save you from sales sharks |
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246 | (1) |
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You have convenient access to your money |
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247 | (1) |
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248 | (3) |
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248 | (1) |
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Worry about these (but not too much) |
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249 | (2) |
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Chapter 2 Finding the Best Mutual Funds |
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251 | (16) |
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Evaluating Gain-Eating Costs |
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252 | (8) |
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Losing the load: Say no to commissions |
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252 | (5) |
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Considering a fund's operating expenses |
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257 | (3) |
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Weighing Performance and Risk |
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260 | (5) |
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Star today, also-ran tomorrow |
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260 | (4) |
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Apples to apples: Comparing performance numbers |
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264 | (1) |
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Recognizing Manager Expertise |
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265 | (2) |
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Chapter 3 Buying Mutual Funds from the Best Firms |
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267 | (12) |
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267 | (6) |
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268 | (1) |
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269 | (2) |
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271 | (1) |
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271 | (1) |
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271 | (1) |
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272 | (1) |
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272 | (1) |
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272 | (1) |
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Discount Brokers: Mutual Fund Supermarkets |
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273 | (4) |
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Buying direct versus discount brokers |
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274 | (1) |
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Debunking "No Transaction Fee" funds |
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275 | (2) |
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Using the best discount brokers |
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277 | (1) |
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277 | (2) |
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Chapter 4 What the Heck Is an ETF, Anyway? |
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279 | (22) |
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280 | (1) |
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Choosing between the Classic and the New Indexes |
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281 | (1) |
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Preferring ETFs over Individual Stocks |
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282 | (1) |
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Distinguishing ETFs from Mutual Funds |
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283 | (1) |
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Why the Big Boys Prefer ETFs |
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284 | (2) |
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284 | (1) |
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284 | (2) |
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Why Individual Investors Are Learning to Love ETFs |
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286 | (7) |
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The cost advantage: How low can you go? |
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286 | (3) |
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Uncle Sam's loss, your gain |
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289 | (2) |
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What you see is what you get |
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291 | (2) |
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Getting the Professional Edge |
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293 | (1) |
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Passive versus Active Investing: Your Choice |
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294 | (3) |
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295 | (1) |
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The allure of active management |
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296 | (1) |
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Why the race is getting harder to measure and what to do about it |
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297 | (1) |
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Do ETFs Belong in Your Life? |
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297 | (4) |
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297 | (1) |
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298 | (1) |
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Understanding tracking error |
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298 | (1) |
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Making a sometimes tricky choice |
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298 | (3) |
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Chapter 5 Risk Control, Diversification, and Other Things to Know about ETFs |
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301 | (12) |
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Risk Is Not Just a Board Game |
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302 | (2) |
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The trade-off of all trade-offs (safety versus return) |
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302 | (1) |
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So just how risky are ETFs? |
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303 | (1) |
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304 | (2) |
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306 | (3) |
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Standard deviation: The king of all risk measurement tools |
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306 | (2) |
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Beta: Assessing price swings in relation to the market |
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308 | (1) |
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Mixing and Matching Your Stock ETFs |
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309 | (4) |
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Filling in your style box |
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309 | (1) |
|
Buying by industry sector |
|
|
310 | (1) |
|
Don't slice and dice your portfolio to death |
|
|
311 | (2) |
|
|
|
313 | (70) |
|
Chapter 1 Getting Ready for Online Investing |
|
|
315 | (10) |
|
Why Investing Online Is Worth Your While |
|
|
316 | (1) |
|
|
|
317 | (3) |
|
Gut-Check Time: How Much Risk Can You Take? |
|
|
320 | (1) |
|
Passive or Active? Deciding What Kind of Investor You Plan to Be... |
|
|
321 | (4) |
|
How to know if you're a passive investor |
|
|
321 | (1) |
|
Sites for passive investors to start with |
|
|
322 | (1) |
|
How to know whether you're an active investor |
|
|
322 | (2) |
|
Sites for the active investor to start with |
|
|
324 | (1) |
|
Chapter 2 Getting Your Device Ready for Online Investing... |
|
|
325 | (22) |
|
Turning Your Device into a Trading Station |
|
|
326 | (3) |
|
Using favorites to put data at your fingertips |
|
|
327 | (1) |
|
Putting key mobile apps a touch away |
|
|
328 | (1) |
|
Compiling a list of must-watch sites |
|
|
329 | (1) |
|
Tracking the Markets Every Move |
|
|
329 | (6) |
|
Getting price quotes on markets and stocks |
|
|
330 | (1) |
|
Slicing and dicing the markets |
|
|
331 | (1) |
|
Your crystal ball: Predicting how the day will begin |
|
|
332 | (1) |
|
Getting company descriptions |
|
|
333 | (1) |
|
Keeping tabs on commodities |
|
|
333 | (1) |
|
Tracking bonds and U.S. Treasuries |
|
|
334 | (1) |
|
Monitoring Market-Moving News |
|
|
335 | (3) |
|
|
|
335 | (1) |
|
Traditional financial news sites |
|
|
336 | (2) |
|
Checking In on Wall Street Chatter |
|
|
338 | (3) |
|
Everyone is an expert: Finding blogs |
|
|
338 | (2) |
|
Getting in tune with podcasts |
|
|
340 | (1) |
|
|
|
341 | (1) |
|
Keeping Tabs on the Regulators |
|
|
341 | (2) |
|
Searching the Internet High and Low |
|
|
343 | (1) |
|
Keeping the Bad Guys Out: Securing Your PC |
|
|
343 | (2) |
|
Mastering the Basics with Online Tutorials and Simulations |
|
|
345 | (2) |
|
|
|
345 | (1) |
|
|
|
346 | (1) |
|
Chapter 3 Connecting with an Online Broker |
|
|
347 | (24) |
|
Finding the Best Broker for You |
|
|
348 | (2) |
|
The nine main factors to consider |
|
|
348 | (2) |
|
|
|
350 | (1) |
|
Separating the Types of Brokerages |
|
|
350 | (9) |
|
Paying the minimum with a deep discounter |
|
|
351 | (2) |
|
Getting more with a discounter |
|
|
353 | (4) |
|
|
|
357 | (2) |
|
|
|
359 | (1) |
|
Finding Out What Reviewers Think |
|
|
360 | (2) |
|
Is Your Money Safe? Checking Out Your Broker |
|
|
362 | (1) |
|
Cutting the Cord: Mobile Trading |
|
|
363 | (2) |
|
Pay Attention to Where Your Cash Is Parked: Money Market Funds |
|
|
365 | (1) |
|
Buying Stocks and Mutual Funds without a Broker |
|
|
366 | (2) |
|
Stocks: Direct investments |
|
|
366 | (1) |
|
Mutual funds: Straight from the mutual fund company |
|
|
367 | (1) |
|
Opening and Setting Up Your Account |
|
|
368 | (3) |
|
The checklist of what you need to know |
|
|
368 | (1) |
|
The checklist of what you need to have |
|
|
369 | (2) |
|
Chapter 4 Entering and Executing Trades |
|
|
371 | (12) |
|
Understanding How Stock Trades and Shares Are Handled |
|
|
372 | (6) |
|
Ways you can hold your investments |
|
|
372 | (5) |
|
A second in the life of a trade |
|
|
377 | (1) |
|
Getting It Done: Executing Your Trades |
|
|
378 | (5) |
|
Surveying types of orders |
|
|
378 | (2) |
|
Checking out costs of different orders |
|
|
380 | (1) |
|
Tailoring your trades even more |
|
|
380 | (3) |
|
BOOK 7 INTRODUCING FUNDAMENTAL ANALYSIS |
|
|
383 | (66) |
|
Chapter 1 Understanding Fundamental Analysis |
|
|
385 | (10) |
|
Why Bother with Fundamental Analysis? |
|
|
386 | (5) |
|
Some of the real values of fundamental analysis |
|
|
386 | (1) |
|
|
|
387 | (1) |
|
Putting fundamental analysis to work |
|
|
388 | (1) |
|
Knowing what fundamentals to look for |
|
|
389 | (1) |
|
|
|
390 | (1) |
|
Knowing the Tools of the Fundamental Analysis Trade |
|
|
391 | (2) |
|
Staying focused on the bottom line |
|
|
391 | (1) |
|
Sizing up what a company has to its name |
|
|
391 | (1) |
|
Burn, baby, burn: Cash burn |
|
|
392 | (1) |
|
Financial ratios: Your friend in making sense of a company |
|
|
392 | (1) |
|
Making Fundamental Analysis Work For You |
|
|
393 | (2) |
|
Using fundamentals as signals to buy or sell |
|
|
393 | (1) |
|
The perils of ignoring the fundamentals |
|
|
393 | (1) |
|
Using fundamental analysis as your guide |
|
|
394 | (1) |
|
Chapter 2 Getting Up to Speed with Fundamental Analysis |
|
|
395 | (18) |
|
What Is Fundamental Analysis? |
|
|
396 | (6) |
|
|
|
396 | (2) |
|
Understanding how fundamental analysis works |
|
|
398 | (1) |
|
Knowing who can perform fundamental analysis |
|
|
399 | (2) |
|
Following the money using fundamentals |
|
|
401 | (1) |
|
Comparing Fundamental Analysis with Other Ways of Picking Investments |
|
|
402 | (2) |
|
How fundamental analysis stacks up against index investing |
|
|
402 | (1) |
|
Comparing fundamental analysis with technical analysis |
|
|
403 | (1) |
|
Putting Fundamental Analysis to Work For You |
|
|
404 | (3) |
|
How difficult is fundamental analysis? Do you need to be a math wizard? |
|
|
405 | (1) |
|
Is fundamental analysis for you? |
|
|
405 | (1) |
|
The risks of fundamental analysis |
|
|
406 | (1) |
|
Making Money with Fundamental Analysis |
|
|
407 | (1) |
|
Putting a price tag on a stock or bond |
|
|
407 | (1) |
|
Being profitable by being a "contrarian" |
|
|
408 | (1) |
|
The Fundamental Analysis Toolbox |
|
|
408 | (5) |
|
Introducing the income statement |
|
|
409 | (1) |
|
|
|
409 | (1) |
|
Getting the mojo of cash flows |
|
|
409 | (1) |
|
Familiarizing yourself with financial ratios (including the P-E) |
|
|
410 | (3) |
|
Chapter 3 Gaining an Edge with Fundamental Analysis |
|
|
413 | (18) |
|
Better Investing with Fundamentals |
|
|
414 | (6) |
|
Picking stocks for fundamental reasons |
|
|
414 | (4) |
|
Dooming your portfolio by paying too much |
|
|
418 | (1) |
|
Sitting through short-term volatility |
|
|
419 | (1) |
|
Relying on the Basic Info the Pros Use |
|
|
420 | (4) |
|
What is "the Warren Buffett Way"? |
|
|
421 | (2) |
|
Checking in on Graham and Dodd |
|
|
423 | (1) |
|
Figuring Out When to Buy or Sell a Stock |
|
|
424 | (7) |
|
Looking beyond the per-share price |
|
|
425 | (1) |
|
Seeing how a company's fundamentals and its price may get out of alignment |
|
|
426 | (1) |
|
Avoiding overhyped "story stocks" |
|
|
427 | (1) |
|
Pairing buy-and-hold strategies with fundamental analysis |
|
|
428 | (1) |
|
|
|
429 | (1) |
|
Knowing that patience isn't always a virtue |
|
|
430 | (1) |
|
Chapter 4 Getting Your Hands on Fundamental Data |
|
|
431 | (18) |
|
Getting in Sync with the Fundamental Calendar |
|
|
432 | (8) |
|
Which companies must report their financials to the public? |
|
|
432 | (1) |
|
Kicking it all off: Earnings season |
|
|
433 | (1) |
|
Getting the earnings press release |
|
|
434 | (1) |
|
|
|
435 | (2) |
|
|
|
437 | (1) |
|
Flipping through the annual report |
|
|
438 | (1) |
|
There's no proxy like the proxy statement |
|
|
439 | (1) |
|
Getting Up to Speed with Basic Accounting and Math |
|
|
440 | (4) |
|
Operating activities: Finding smooth operators |
|
|
441 | (1) |
|
Investing activities: You have to spend money to make money |
|
|
441 | (1) |
|
Financing activities: Getting in tune with high finance |
|
|
442 | (1) |
|
Undestanding a key fundamental math skill: Percentage changes |
|
|
443 | (1) |
|
Knowing How to Get the Fundamental Data You Need |
|
|
444 | (5) |
|
Getting acquainted with the SEC's database |
|
|
444 | (1) |
|
Accessing company fundamentals using EDGAR |
|
|
444 | (1) |
|
Finding stocks' dividend histories |
|
|
445 | (1) |
|
Getting stock-split information |
|
|
446 | (3) |
|
BOOK 8 INVESTING IN REAL ESTATE |
|
|
449 | (78) |
|
Chapter 1 Evaluating Real Estate as an Investment |
|
|
451 | (18) |
|
Understanding Real Estate's Income- and Wealth-Producing Potential |
|
|
452 | (2) |
|
Recognizing the Caveats of Real Estate Investing |
|
|
454 | (1) |
|
Comparing Real Estate to Other Investments |
|
|
455 | (7) |
|
|
|
456 | (1) |
|
|
|
456 | (1) |
|
|
|
457 | (1) |
|
|
|
457 | (1) |
|
|
|
458 | (1) |
|
Opportunities to add value |
|
|
458 | (1) |
|
Being aware of the tax advantages |
|
|
458 | (4) |
|
Determining Whether You Should Invest in Real Estate |
|
|
462 | (3) |
|
Do you have sufficient time? |
|
|
463 | (1) |
|
Can you deal with problems? |
|
|
463 | (1) |
|
Does real estate interest you? |
|
|
463 | (1) |
|
Can you handle market downturns? |
|
|
464 | (1) |
|
Fitting Real Estate into Your Plans |
|
|
465 | (4) |
|
Ensuring your best personal financial health |
|
|
465 | (1) |
|
Protecting yourself with insurance |
|
|
466 | (1) |
|
Considering retirement account funding |
|
|
466 | (1) |
|
Thinking about asset allocation |
|
|
467 | (2) |
|
Chapter 2 Covering Common Real Estate Investments |
|
|
469 | (20) |
|
Identifying the Various Ways to Invest in Residential Income Property |
|
|
470 | (8) |
|
Buying a place of your own |
|
|
470 | (1) |
|
Converting your home to a rental |
|
|
471 | (1) |
|
Investing and living in well-situated fixer-uppers |
|
|
472 | (1) |
|
Purchasing a vacation home |
|
|
473 | (2) |
|
Paying for timeshares and condo hotels |
|
|
475 | (3) |
|
Surveying the Types of Residential Properties You Can Buy |
|
|
478 | (6) |
|
|
|
479 | (1) |
|
|
|
480 | (2) |
|
|
|
482 | (2) |
|
Considering Commercial Real Estate |
|
|
484 | (1) |
|
Buying Undeveloped or Raw Land |
|
|
485 | (4) |
|
Chapter 3 Identifying Sources of Capital |
|
|
489 | (8) |
|
Calculating the Costs of Admission |
|
|
490 | (1) |
|
Forgetting the myth of no money down |
|
|
490 | (1) |
|
Determining what you need to get started |
|
|
491 | (1) |
|
Rounding Up the Required Cash by Saving |
|
|
491 | (2) |
|
Overcoming Down Payment Limitations |
|
|
493 | (4) |
|
|
|
493 | (1) |
|
Tapping into other common cash sources |
|
|
494 | (3) |
|
Chapter 4 Location, Location, Value |
|
|
497 | (30) |
|
|
|
498 | (1) |
|
Finding Properties to Add Value |
|
|
498 | (2) |
|
Evaluating a Region: The Big Picture |
|
|
500 | (4) |
|
|
|
502 | (1) |
|
Job growth and income levels |
|
|
503 | (1) |
|
Investigating Your Local Market |
|
|
504 | (14) |
|
|
|
505 | (5) |
|
Focusing on the path of progress |
|
|
510 | (1) |
|
Considering barriers to entry |
|
|
511 | (5) |
|
Government's effect on real estate |
|
|
516 | (2) |
|
|
|
518 | (4) |
|
|
|
518 | (1) |
|
|
|
518 | (1) |
|
|
|
519 | (1) |
|
Role play: What attracts you to the property? |
|
|
520 | (2) |
|
Mastering Seller's and Buyer's Markets |
|
|
522 | (5) |
|
Understanding real estate cycles |
|
|
523 | (1) |
|
Timing the real estate market |
|
|
524 | (3) |
|
BOOK 9 INVESTING IN TRENDS |
|
|
527 | (74) |
|
Chapter 1 Taking the Nickel Tour of Cannabis Investing |
|
|
529 | (16) |
|
Weighing the Pros and Cons of Investing in Cannabis |
|
|
530 | (2) |
|
|
|
530 | (1) |
|
|
|
530 | (2) |
|
Investing in Businesses That Touch the Plant or Those That Don't |
|
|
532 | (1) |
|
Exploring Your Investment Options |
|
|
533 | (4) |
|
Starting your own business |
|
|
533 | (2) |
|
Investing in cannabis real estate |
|
|
535 | (1) |
|
Buying and selling stocks |
|
|
535 | (1) |
|
Diversifying with exchange-traded funds and mutual funds |
|
|
536 | (1) |
|
Considering private investment opportunities |
|
|
537 | (1) |
|
Finding Investment Opportunities |
|
|
537 | (2) |
|
Researching Investment Opportunities |
|
|
539 | (1) |
|
Planning Your Investment Strategy |
|
|
540 | (1) |
|
Investing in a Cannabis Business |
|
|
541 | (4) |
|
Chapter 2 The Political, Cultural, and Regulatory Landscape of Cannabis Investing |
|
|
545 | (18) |
|
Recognizing the Impact of Laws on the Industry |
|
|
546 | (6) |
|
Getting up to speed on U.S. federal law and enforcement |
|
|
546 | (3) |
|
Brushing up on state cannabis laws |
|
|
549 | (2) |
|
Considering local laws, too |
|
|
551 | (1) |
|
Examining cannabis laws in other countries |
|
|
551 | (1) |
|
Riding the Waves of Politics and Culture |
|
|
552 | (7) |
|
Checking the nation's pulse |
|
|
553 | (2) |
|
Debunking misconceptions of cannabis and users |
|
|
555 | (1) |
|
|
|
556 | (1) |
|
Tuning into cannabis culture |
|
|
557 | (2) |
|
Accounting for the High Costs of Doing Business |
|
|
559 | (4) |
|
Regulatory and compliance costs |
|
|
559 | (1) |
|
Federal, state, and local taxes |
|
|
560 | (1) |
|
|
|
560 | (3) |
|
Chapter 3 What Is a Cryptocurrency? |
|
|
563 | (10) |
|
Beginning with the Basics of Cryptocurrencies |
|
|
564 | (4) |
|
|
|
564 | (1) |
|
Some cryptocurrency history |
|
|
565 | (1) |
|
|
|
565 | (2) |
|
Common crypto and blockchain myths |
|
|
567 | (1) |
|
|
|
568 | (1) |
|
Gearing Up to Make Transactions |
|
|
568 | (2) |
|
|
|
568 | (1) |
|
|
|
568 | (1) |
|
|
|
569 | (1) |
|
Making a Plan Before You Jump In |
|
|
570 | (3) |
|
|
|
570 | (1) |
|
Analyze, invest, and profit |
|
|
571 | (2) |
|
Chapter 4 How Cryptocurrencies Work |
|
|
573 | (12) |
|
Explaining Basic Terms in the Cryptocurrency Process |
|
|
573 | (6) |
|
|
|
575 | (1) |
|
|
|
576 | (1) |
|
|
|
576 | (1) |
|
|
|
577 | (1) |
|
|
|
577 | (1) |
|
|
|
578 | (1) |
|
Transactions: Putting it all together |
|
|
578 | (1) |
|
Cruising through Other Important Crypto Concepts |
|
|
579 | (2) |
|
|
|
579 | (1) |
|
|
|
579 | (1) |
|
|
|
580 | (1) |
|
|
|
580 | (1) |
|
|
|
580 | (1) |
|
|
|
580 | (1) |
|
Stick a Fork in It: Digging into Cryptocurrency Forks |
|
|
581 | (4) |
|
What is a fork, and why do forks happen? |
|
|
581 | (1) |
|
Hard forks and soft forks |
|
|
582 | (1) |
|
|
|
583 | (2) |
|
Chapter 5 Entering the World of ESG Investing |
|
|
585 | (16) |
|
Surveying the Current ESG Landscape |
|
|
586 | (1) |
|
Exploring What ESG Is (and Isn't) |
|
|
587 | (7) |
|
Defining the breadth of ESG |
|
|
588 | (4) |
|
Comparing SRI, ethical, and impact investing to ESG |
|
|
592 | (1) |
|
Determining whether ESG delivers good investment performance |
|
|
593 | (1) |
|
Understanding ESG's Impact on the Environment, Society, and Governance |
|
|
594 | (3) |
|
Meeting environmental and global warming targets |
|
|
595 | (1) |
|
Providing solutions to social challenges |
|
|
595 | (1) |
|
Meeting corporate governance requirements |
|
|
596 | (1) |
|
Using International Standards to Determine ESG Objectives |
|
|
597 | (4) |
|
Leading the charge: European legislation on ESG |
|
|
598 | (1) |
|
Ahead of its time: The United Nations |
|
|
599 | (1) |
|
Staying focused: The Sustainability Accounting Standards Board |
|
|
599 | (1) |
|
Building a framework: The Global Reporting Initiative |
|
|
600 | (1) |
| Index |
|
601 | |
