The Only Guide to a Winning Bond Strategy You'll Ever Need

The Only Guide to a Winning Bond Strategy You'll Ever Need PDF Author: Larry E. Swedroe
Publisher: Truman Talley Books
ISBN: 1429909390
Category : Education
Languages : en
Pages : 273

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Book Description
Larry Swedroe, the author of The Only Guide to a Winning Investment Strategy You'll Ever Need, has collaborated with Joe H. Hempen to create an up-to-date book on how to invest in today's bond market that covers a range of issues pertinent to any bond investor today including: bond-speak, the risks of fixed income investing, mortgage-backed securities, and municipal bonds. The Only Guide to a Winning Bond Strategy You'll Ever Need is a no-nonsense handbook with all the information necessary to design and construct your fixed income portfolio. In this day and age of shaky stocks and economic unpredictability, The Only Guide to a Winning Bond Strategy You'll Ever Need is a crucial tool for any investor looking to safeguard their money.

The Only Guide to a Winning Bond Strategy You'll Ever Need

The Only Guide to a Winning Bond Strategy You'll Ever Need PDF Author: Larry E. Swedroe
Publisher: Truman Talley Books
ISBN: 1429909390
Category : Education
Languages : en
Pages : 273

Get Book Here

Book Description
Larry Swedroe, the author of The Only Guide to a Winning Investment Strategy You'll Ever Need, has collaborated with Joe H. Hempen to create an up-to-date book on how to invest in today's bond market that covers a range of issues pertinent to any bond investor today including: bond-speak, the risks of fixed income investing, mortgage-backed securities, and municipal bonds. The Only Guide to a Winning Bond Strategy You'll Ever Need is a no-nonsense handbook with all the information necessary to design and construct your fixed income portfolio. In this day and age of shaky stocks and economic unpredictability, The Only Guide to a Winning Bond Strategy You'll Ever Need is a crucial tool for any investor looking to safeguard their money.

The Only Guide to a Winning Investment Strategy You'll Ever Need

The Only Guide to a Winning Investment Strategy You'll Ever Need PDF Author: Larry E. Swedroe
Publisher: Macmillan + ORM
ISBN: 1429972955
Category : Business & Economics
Languages : en
Pages : 197

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Book Description
Investment professional Larry E. Swedroe describes the crucial difference between "active" and "passive" mutual funds, and tells you how you can win the investment game through long-term investments in such indexes as the S&P 500 instead of through the active buying and selling of stocks. A revised and updated edition of an investment classic, The Only Guide to a Winning Investment Strategy You'll Ever Need remains clear, understandable, and effective. This edition contains a new chapter comparing index funds, ETFs, and passive asset class funds, an expanded section on portfolio care and maintenance, the addition of Swedroe's 15 Rules of Prudent Investing, and much more. In clear language, Swedroe shows how the newer index mutual funds out-earn, out-perform, and out-compound the older funds, and how to select a balance "passive" portfolio for the long hail that will repay you many times over. This indispensable book also provides you with valuable information about: - The efficiency of markets today - The five factors that determine expected returns of a balanced equity and fixed income portfolio - Important facts about volatility, return, and risk - Six steps to building a diversified portfolio using Modern Portfolio Theory - Implementing the winning strategy - and more.

The Only Guide to Alternative Investments You'll Ever Need

The Only Guide to Alternative Investments You'll Ever Need PDF Author: Larry E. Swedroe
Publisher: John Wiley and Sons
ISBN: 0470885335
Category : Business & Economics
Languages : en
Pages : 238

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Book Description
The rewards of carefully chosen alternative investments can be great. But many investors don’t know enough about unfamiliar investments to make wise choices. For that reason, financial advisers Larry Swedroe and Jared Kizer designed this book to bring investors up to speed on the twenty most popular alternative investments: Real estate, Inflation-protected securities, Commodities, International equities, Fixed annuities, Stable-value funds, High-yield (junk) bonds, Private equity (venture capital), Covered calls, Socially responsible mutual funds, Precious metals equities, Preferred stocks, Convertible bonds, Emerging market bonds, Hedge funds, Leveraged buyouts, Variable annuities, Equity-indexed annuities, Structured investment products, Leveraged funds The authors describe how the investments work, the pros and cons of each, which to consider, which to avoid, and how to get started. Swedroe and Kizer evaluate each investment in terms of: Expected returns Volatility Distribution of returns Diversification potential Fees Trading and operating expenses Liquidity Tax efficiency Account location Role in an asset-allocation program Any investor who is considering or just curious about investment opportunities outside the traditional world of stocks, bonds, and bank certificates of deposit would be well-advised to read this book.

The Only Guide You'll Ever Need for the Right Financial Plan

The Only Guide You'll Ever Need for the Right Financial Plan PDF Author: Larry E. Swedroe
Publisher: John Wiley & Sons
ISBN: 0470929715
Category : Business & Economics
Languages : en
Pages : 240

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Book Description
An accessible guide that outlines the key elements of an effective financial plan From Larry Swedroe, the author of the bestselling series of "The Only Guide" investment books, with Kevin Grogan and Tiya Lim comes a step-by-step handbook that shows you how to develop a winning personal investment strategy and reveals what it takes to make that strategy part of your overall financial plan. The Only Guide You'll Ever Need for the Right Financial Plan focuses on the "art" of investing and gives you the information you need to create a strategy that is tailor-made for your particular situation. Designed for savvy investors and professional advisors, this book offers the vital information needed for developing and implementing an overall strategic financial plan. In this essential resource, Swedroe outlines the basics in asset allocation and other investment planning concepts. Addresses how you can design an investment policy statement and an individual asset allocation plan Examines how to maintain your portfolio's risk profile in the most cost-effective and tax-efficient manner Offers insights on integrating risk management and estate planning issues into your plan The Only Guide You'll Ever Need for the Right Financial Plan offers a handy tool to help you make more informed and prudent decisions that will go a long way to ensure a secure financial future.

Investment Mistakes Even Smart Investors Make and How to Avoid Them

Investment Mistakes Even Smart Investors Make and How to Avoid Them PDF Author: Larry Swedroe
Publisher: McGraw Hill Professional
ISBN: 007178683X
Category : Business & Economics
Languages : en
Pages : 320

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Book Description
CBS MoneyWatch columnist Larry Swedroe’s bedrock principles for investing success Investment Mistakes Even Smart Investors Make and How to Avoid Them helps anyone from the novice investor to the professional money manager become a more informed investor—and ignore the kind of pervasive “conventional wisdom” that so often leads to financial loss. Swedroe describes how behavioral mistakes and overconfidence can lead you to stray from proven investment principles, and he explains how to reverse these temptations and make the right investing decisions when it counts most. Larry Swedroe is Principal and Director of Research at Buckingham Asset Management. He writes the popular blog “Wise Investing” at CBS MoneyWatch.com.

Wise Investing Made Simple

Wise Investing Made Simple PDF Author: Larry E. Swedroe
Publisher: Charter Financial Publishing Network
ISBN: 9780976657422
Category : Investments
Languages : en
Pages : 0

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Book Description
In this book, Larry Swedroe offers engaging stories to readers as a way of explaining sound investing concepts.

Why Bother with Bonds

Why Bother with Bonds PDF Author: Rick Van Ness
Publisher: Growthconnection, LLC
ISBN: 9780985800406
Category : Bonds
Languages : en
Pages : 152

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Book Description
Van Ness shows you how to use CDs, bonds, and bond funds as a hedge against inflation. Though not appealing to some, they are a key investment in all good investment portfolios.

The Bond Book, Third Edition: Everything Investors Need to Know About Treasuries, Municipals, GNMAs, Corporates, Zeros, Bond Funds, Money Market Funds, and More

The Bond Book, Third Edition: Everything Investors Need to Know About Treasuries, Municipals, GNMAs, Corporates, Zeros, Bond Funds, Money Market Funds, and More PDF Author: Annette Thau
Publisher: McGraw Hill Professional
ISBN: 0071713093
Category : Business & Economics
Languages : en
Pages : 448

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Book Description
Everything on Treasuries, munis,bond funds, and more! The bond buyer’s answer book—updated for the new economy “As in the first two editions, this third edition of The Bond Book continues to be the idealreference for the individual investor. It has all the necessary details, well explained andillustrated without excessive mathematics. In addition to providing this essential content, itis extremely well written.” —James B. Cloonan, Chairman, American Association of Individual Investors “Annette Thau makes the bond market interesting, approachable, and clear. As much asinvestors will continue to depend on fixed-income securities during their retirement years,they’ll need an insightful guide that ensures they’re appropriately educated and served.The Bond Book does just that.” —Jeff Tjornejoh, Research Director, U.S. and Canada, Lipper, Thomson Reuters “Not only a practical and easy-to-understand guide for the novice, but also a comprehensivereference for professionals. Annette Thau provides the steps to climb to the top of the bondinvestment ladder. The Bond Book should be a permanent fixture in any investment library!” —Thomas J. Herzfeld, President, Thomas Herzfeld Advisors, Inc. “If the financial crisis of recent years has taught us anything, it’s buyer beware. Fact is, bondscan be just as risky as stocks. That’s why Annette Thau’s new edition of The Bond Book isessential reading for investors who want to know exactly what’s in their portfolios. It alsoserves as an excellent guide for those of us who are getting older and need to diversify intofixed income.” —Jean Gruss, Southwest Florida Editor, Gulf Coast Business Review, andformer Managing Editor, Kiplinger’s Retirement Report About the Book The financial crisis of 2008 causedmajor disruptions to every sector ofthe bond market and left even the savviestinvestors confused about the safety oftheir investments. To serve these investors andanyone looking to explore opportunities infixed-income investing, former bond analystAnnette Thau builds on the features and authoritythat made the first two editions bestsellersin the thoroughly revised, updated, andexpanded third edition of The Bond Book. This is a one-stop resource for both seasonedbond investors looking for the latest informationon the fixed-income market and equitiesinvestors planning to diversify their holdings.Writing in plain English, Thau presentscutting-edge strategies for making the bestbond-investing decisions, while explaininghow to assess risks and opportunities. She alsoincludes up-to-date listings of online resourceswith bond prices and other information.Look to this all-in-one guide for information onsuch critical topics as: Buying individual bonds or bond funds The ins and outs of open-end funds,closed-end funds, and exchangetradedfunds (ETFs) The new landscape for municipal bonds:the changed rating scales, the neardemise of bond insurance, andBuild America Bonds (BABs) The safest bond funds Junk bonds (and emerging market bonds) Buying Treasuries without payinga commission From how bonds work to how to buy and sellthem to what to expect from them, The BondBook, third edition, is a must-read for individualinvestors and financial advisers who wantto enhance the fixed-income allocation of theirportfolios.

The Only Investment Guide You'll Ever Need

The Only Investment Guide You'll Ever Need PDF Author: Andrew P. Tobias
Publisher: Harvest Books
ISBN: 9780156011075
Category : Finance, Personal
Languages : en
Pages : 0

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Book Description
Publisher Description

EPUB - Complex Financial Power of Attorney

EPUB - Complex Financial Power of Attorney PDF Author: Paul M. Paquette
Publisher: Paquette Publications
ISBN:
Category : Law
Languages : en
Pages : 368

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Book Description
File Type: EPUB Complex Financial Power of Attorney is a legal document that allows you, the Principal, to appoint a person you trust, the Agent, to handle financial activities and perform financial transactions. The Principal can change their mind by revoking the powers granted to the Agent at any time. The Principal can avoid conservatorship (due to incapacitation, incompetency, or function non-socially) by enacting durability provisions. This book contains easy instructions, detailed information, and legal forms to help carry out your power of attorney. The book consists of (01) one Complex Power of Attorney (Financial), (16) sixteen Supporting Documents, (05) five Miscellaneous Forms, (02) two Recommended Forms, and (04) four Appendix. This Power of Attorney has an estate planning focus that provides options, depth, and flexibility while maintaining uniformity with built-in and optional safety features. This E-book includes online access (URL Links) to the above-mentioned documents and forms in the following Digital Versions ( PDF, DOCX, DOC, and ODT ) on the Download Form File page. Thus, you can alter, edit, fill out, and print these documents and forms in a professional manner. Best for long-term (greater than five years) use, preferably with multiple Agents to reflect the changing realities of life with optional safety features that create additional administrative burdens but with some checks and balances on the Agent's power. Key Details: • Names Multiple Agent with successor’s Agent • Variable Effective Date • Variable Expiration Date • Built-In Safety Features • Sprinkling Powers Options: • Durability Provisions • Springing Powers • Agent Co-Power Sharing • Protector Provision • Delegate Provision • Security Footer Settings Features: • Flexible / Modular • In-Depth / Detail • Options / Choices • Easy to use / Intuitive Digital Formats: • PDF • DOCX • DOC • ODT Power of Attorney: Complex Financial Power of Attorney Supporting Documents: Acknowledgment of Appointment by Agent Acknowledgment of Resignation by Agent Affidavit of Full Force and Effect Delegation of Agent's Power Revocation of Delegate by Agent Co-Agent Power-Sharing Agreement Revocation in Whole Revocation in Part(s) Revocation of Agent Revocation of Delegate by Principal Acknowledgment of Appointment by Protector Acknowledgment of Resignation by Protector Revocation of Agent by Protector Revocation of Delegate by Protector Acknowledgment of Appointment by Delegate Acknowledgment of Resignation by Delegate Miscellaneous Forms: Statement of Wishes Personal Information Worksheet Notification / Contact List Personal Documents Locator Legal Documents Locator Recommended Forms: Affidavit of Principal's Health State Assets & Liabilities Worksheet Appendix: Appendix A: Insurance Suggestions & Resource Guide Appendix B: Directions for Prudent & Safe Investing Appendix C: Attorney Suggestions & Resource Guide Appendix D: Steps for Credit Repair & Statute of Limitations These Appendix can serve as an Addendum to any Power of Attorney ( POA ), Complex Power of Attorney ( CPOA ), Simple Power of Attorney ( SPOA ), Durable Power of Attorney ( DPOA ), Special Power of Attorney ( SPOA ), Enduring Power of Attorney ( EPA ), Lasting Power of Attorney ( LPA ) or any relevant Legal Document or Form. The Appendix has a Legal Estate Planning focus with a Practical Guide / Legal Education for Individuals that like to Do It Yourself ( DIY ) for Legal Self Help.