the Recommended Funds
Chapter 12: Bond Funds: When Boring Is Best
Understanding Bonds
Sizing Up a Bond Fund’s Personality
Investing in Bond Funds
Eyeing Recommended Bond Funds
Exploring Alternatives to Bond Funds
Chapter 13: Stock Funds: Meeting Your Longer Term Needs
Seeing Your Money Grow
Using Funds to Invest in Stocks
The Best Stock Funds
Chapter 14: Specialty Funds
Sector Funds: Should You or Shouldn’t You Invest in Them?
Landlording Made Easy: Real Estate Investment Trust (REIT) Funds
Profiting from What Everyone Needs: Utility Funds
Factor Investing and Factor Funds
Arming for Armageddon: Precious Metals Funds
Crypto Funds: Pathway to Digital Riches?
From Energy to Metals: Clarifying Commodity Funds
Hedging: Market Neutral (Long-Short) Funds
Matching Values to Investments: ESG Funds
Chapter 15: Working It Out: Sample Portfolios
Getting Started
Changing Goals and Starting Over
Dealing with a Mountain of Moola
Getting Unstuck
Chapter 16: Applications, Transfers, and Other Useful Forms
Taking the Nonretirement Account Route
Preparing for Leisure: Retirement Accounts
Investing on Autopilot
Finding Help for an Overwhelmed Brain
9 Part 5: Keeping Current and Informed Chapter 17: Evaluating Your Funds and Adjusting Your Portfolio Deciphering Your Fund Statement Interpreting Brokerage Firm Statements Assessing Your Funds’ Returns Deciding Whether to Sell, Hold, or Buy More Tweaking and Rebalancing Your Portfolio Chapter 18: The Taxing Side of Mutual Funds Mutual Fund Distributions Form: 1099-DIV When You Sell Your Fund Shares Retirement Fund Withdrawals and Form 1099-R Chapter 19: Common Fund Problems and How to Fix Them Playing the Phone Game Troubleshooting Bungled Transactions Specifying Funds to Buy at Discount Brokers Making Deposits in a Flash Verifying Receipt of Deposits Transferring Money Quickly Losing Checks and Applications in the Mail Changing Options after Opening Your Account Making Sense of Your Statements and Profits Changing Addresses Finding Funds You Forgot to Move Untangling Account Transfer Snags Eliminating Marketing Solicitations Digging Out from under the Statements Getting Older Account Statements Chapter 20: Information Sources: Fund Ratings and Forecasters Entering Cyberspace: What the Internet Is Good For Understanding Online Perils Avoiding the Bad Stuff Getting In on the Good Stuff
10 Part 6: The Part of Tens Chapter 21: Ten Common Fund-Investing Mistakes and How to Avoid Them Lacking an Overall Plan Failing to Examine Sales Charges and Expenses Chasing Past Performance Ignoring Tax Issues Getting Duped by “Advisors” Falling Prey to the Collection Syndrome Trying to Time the Market’s Movements Following Prognosticators’ Predictions
