Investing without Wall Street

Investing without Wall Street
Author: Sheldon Jacobs
Publisher: John Wiley & Sons
Total Pages: 320
Release: 2012-04-03
Genre: Business & Economics
ISBN: 1118204646

Praise for Sheldon Jacobs "Sheldon Jacobs is a level-headed gentleman who is a cross between Albert Einstein, the Dalai Lama, and Vanguard founder Jack Bogle and who had a solid record editing and publishing The No-Load Fund Investor financial newsletter for over a quarter-century." —MarketWatch "King of no-loads." —Investor's Business Daily "Dean of the no-load fund watchers." —USA Today "Among financial experts who are able to think with a small investor's perspective, no one is more level-headed than Sheldon Jacobs." —Bottom Line/Personal In July of 1993, Sheldon Jacobs was one of five nationally recognized mutual fund advisors chosen by The New York Times for a mutual fund portfolio competition. The portfolio that he selected produced the highest return of all contestants for almost seven years, and the Times quarterly publication of this contest helped him become one of the best-known mutual fund advisorsin America. Investing without Wall Street shows investors how to achieve the greatest wealth with the least effort. It details the five essentials that even a kid could master and shows that they are all you need to be a successful investor. With this knowledge, the average investor can invest on his or her own and make $252,000 more than a person investing the same way who shares his or her profits with professionals. This book will teach you how.

Handbook for No-Load Fund Investors

Handbook for No-Load Fund Investors
Author: Sheldon Jacobs
Publisher: Irwin Professional Publishing
Total Pages: 452
Release: 1996
Genre: Business & Economics
ISBN: 9780786310012

Contains 10-year performance and investment data for 1,081 stock funds; 641 bond funds; 280 money market funds; and 125 fund groups, comparing performances between all no-loads with the same objectives and incorporating four measures of risk. After a review of the year and excerpts from 1995 issues of The No-Load Fund Investor newsletter, sections offer no-load fund performance tables, a directory of no-load funds, and appendices on mutual fund milestones, largest fund groups, and marginal tax rates. Annotation copyright by Book News, Inc., Portland, OR

The Complete Idiot's Guide to Managing Your Money

The Complete Idiot's Guide to Managing Your Money
Author: Robert Heady
Publisher: Penguin
Total Pages: 380
Release: 2001-11-01
Genre: Business & Economics
ISBN: 9780028642451

Offers advice on creating a long-term financial plan, shopping for insurance and mortgages, managing credit card debt, and establishing a good credit rating.

Making the Most of Your Money

Making the Most of Your Money
Author: Jane Bryant Quinn
Publisher: Simon and Schuster
Total Pages: 1080
Release: 1997
Genre: Electronic books
ISBN: 0684811766

The bestselling author of "Everyone's Money Book" sees yet another shift in financial energies--a fresh round of serious borrowing as the boomers start sending their children to college, and an obsession with building retirement savings. This guide offers a blueprint for 21st-century success as Americans clamor to keep up with the changing economy.

The Bogleheads' Guide to the Three-Fund Portfolio

The Bogleheads' Guide to the Three-Fund Portfolio
Author: Taylor Larimore
Publisher: John Wiley & Sons
Total Pages: 116
Release: 2018-06-01
Genre: Business & Economics
ISBN: 1119487374

Twenty benefits from the three-fund total market index portfolio. The Bogleheads’ Guide to The Three-Fund Portfolio describes the most popular portfolio on the Bogleheads forum. This all-indexed portfolio contains over 15,000 worldwide securities, in just three easily-managed funds, that has outperformed the vast majority of both professional and amateur investors. If you are a new investor, or an experienced investor who wants to simplify and improve your portfolio, The Bogleheads’ Guide to The Three-Fund Portfolio is a short, easy-to-read guide to show you how.

J.K. Lasser's Winning with Your 401(k)

J.K. Lasser's Winning with Your 401(k)
Author: Grace W. Weinstein
Publisher: John Wiley & Sons
Total Pages: 289
Release: 2002-07-15
Genre: Business & Economics
ISBN: 0471217956

An in-depth guide to 401(k) plans--for the over 24 million Americans participating in them As 401(k) assets accumulate, so do the questions about the plans--especially with regard to the investment options which typically include at least seven choices by employers. This much-needed book explains how 401(k) plans work, how federal regulations and company policies affect retirement savings, how to develop investment strategies that will benefit individual needs, and what happens when money is taken out of a 401(k) plan. It also compares 401(k) plans to other tax-sheltered retirement plans, including IRAs, 403(b) plans, and 457 plans, and provides comprehensive listings of Web and print information resources. Most importantly, J. K. Lasser's Winning with Your 401(k) helps readers to understand their company plan in terms of their own personal needs and goals for the future. Grace W. Weinstein (Englewood, NJ) writes a weekly column on personal finance for the Financial Times and a regular column on tax issues for Investor's Business Daily. She has appeared on Good Morning America and the Today Show.

Expert Financial Planning

Expert Financial Planning
Author: Robert C. Arffa
Publisher: John Wiley & Sons
Total Pages: 460
Release: 2001-03-09
Genre: Business & Economics
ISBN: 9780471393665

Praise for J.K. Lasser Pro Expert Financial Planning "A gem of a personal financial planning guide. Dr. Arffa has prepared many of the chapters himself and his highly readable and accessible overviews are presented with grace and clarity. Included also are discussions by industry professionals and leading investment thinkers. Readers seeking to enhance their financial security will be richly rewarded." -Burton Malkiel, author of A Random Walk Down Wall Street Here is top-level financial planning advice for professionals who counsel affluent clients, as well as for savvy individual investors looking to make the most of their incomes for years to come. Featuring the expertise of some of our most articulate, nationally recognized finance pros, this priceless book will take you through all the steps necessary to creating and realizing a financial plan that's right for your personal needs and goals. Learn how to: * Set and prioritize goals * Assess your current financial status * Make projections for each goal * Devise a strategy that includes spending, saving, and investing * Review risk management * Track your financial progress * Evaluate the tax consequences of investment decisions * Select life and disability insurance . . . all with the help of leaders in their fields, including John C. Bogle * Richard Driehaus * Peter Katt * Weston Wellington * Gregory D. Curtis * Jay Mueller, CFA, and many more . . .

How I Trade for a Living

How I Trade for a Living
Author: Gary Smith
Publisher: John Wiley & Sons
Total Pages: 280
Release: 1999-11-09
Genre: Business & Economics
ISBN: 9780471355144

Viele Händler und aktive Anleger träumen davon, das Handeln professionell zu betreiben. Analysten, Fondsmanager und andere Experten haben zwar eine Fülle an Literatur über Handelsstrategien verfaßt, aber zum Thema 'Erfolgreich Handeln von zu Hause' gab es bislang keine Informationen. Bis jetzt! Hier ist das erste Buch, das sich mit diesem Thema eingehend beschäftigt. Autor Gary Smith handelt seit über 15 Jahren erfolgreich von zu Hause aus. Er ist ein berühmtes und angesehenes Mitglied der Händlergemeinschaft und erklärt, was es heißt, von zu Hause aus zu agieren - mit der nötigen Courage und Hardware. Smith erläutert seine gewinnbringenden Handelsstrategien, die er für Aktien, Optionen und Anleihen einsetzt und demonstriert, wie er diese bei Aktien-Index-Futures und offenen Investmentfonds anwendet. Seine Strategie ist einfach, ohne komplexe technische Indikatoren, ohne verwirrende Charts, ohne große Softwareausstattung und mit geringem Risiko. Ein realistischer Leitfaden für jeden, der professionell einsteigen will. (12/99)