Rowley Public Library

Reaching financial goals, advice from finance industry experts about saving, investing, and managing money using such financial tools as cash investments, stocks, bonds, mutual funds, and annuities, along with facts about researching investment opportunities, tips for avoiding fraud, a glossary, and directories of resources for additional help and information, edited by Karen Bellenir

Label
Reaching financial goals, advice from finance industry experts about saving, investing, and managing money using such financial tools as cash investments, stocks, bonds, mutual funds, and annuities, along with facts about researching investment opportunities, tips for avoiding fraud, a glossary, and directories of resources for additional help and information, edited by Karen Bellenir
Language
eng
Bibliography note
Includes bibliographical references (p. 547-553) and index
Index
index present
Literary Form
non fiction
Main title
Reaching financial goals
Nature of contents
handbooksbibliography
Oclc number
156902255
Responsibility statement
edited by Karen Bellenir
Series statement
Personal finance series
Sub title
advice from finance industry experts about saving, investing, and managing money using such financial tools as cash investments, stocks, bonds, mutual funds, and annuities, along with facts about researching investment opportunities, tips for avoiding fraud, a glossary, and directories of resources for additional help and information
Summary
"Provides basic consumer finance information about identifying personal goals and the financial tools to achieve them, managing investments, and avoiding fraud. Includes index, glossary, and related resources"--Provided by publisher
Table Of Contents
Identifying your financial goals -- Dream it and achieve it: how to set and attain financial goals -- How to budget and save -- Financial security: a roadmap -- Insurance helps protect your assets -- Young adults: a to-do list for ages and stages of money management -- Couples and money -- Financing college -- Financing retirement -- Receiving a financial windfall -- Estate planning -- Learning about financial tools -- What determines interest rates? -- Cash investments -- Investing in bonds -- Certificates of deposit (CDs) -- U.S. Treasury Securities -- Municipal bonds -- Investing in stocks -- Microcap stocks -- Initial public offerings (IPOs) -- Exchange traded options -- Convertible securities -- Mutual funds -- Exchange traded funds (ETFs) -- Closed-end funds and unit investment trusts -- Real estate investment trusts (REITs) -- Annuities -- Hedge funds -- Speculation in futures contracts: opportunity and risk -- Taking action -- What you should know about financial planning -- Tips for checking out brokers and investment advisors -- Investing basics -- Finding money to invest -- Asset allocation, diversification, and rebalancing -- Keys to being a smarter investor -- How you can avoid the biggest investor mistakes -- How to get and understand financial statements, corporate reports, and other information for investors -- How you can learn more about foreign companies and markets -- Understanding market indices -- Understanding closing prices -- Analyzing analyst recommendations -- Trade execution: what every investor should know -- Holding your securities -- Direct investment plans (DRIPs) -- Periodic payment plans can be an expensive way to invest -- Margin: borrowing money to pay for stocks -- Market volatility procedures and trading suspensions -- After-hours trading: understanding the risks -- Day trading: your dollars at risk -- When does "investing" become a gambling problem? -- Avoiding fraud and unscrupulous practices -- How to avoid investment fraud -- Outrageous advertising: beware -- Precious metals and other commodities: beware of unrealistic promises -- Mini-tender offers: proceed with caution -- Mutual company conversions: abuse potential -- Junk faxes -- Identity theft -- Safeguarding online brokerage accounts -- Internet investment scams -- Phishing fraud -- "Wrong numbers" and stock tips on your answering machine -- Pump and dump schemes -- Promissory note fraud -- Pyramid and ponzi schemes -- Worthless stock swap scams -- Foreign currency trading frauds -- Additional help and information -- Glossary of investment terms -- A directory of finance information resources -- A directory of investor protection services agencies -- Index
Classification
Contributor
Content
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