Swayed by Major News Events
Comparing Your Funds Unfairly
Chapter 22: Ten Fund-Investing Fears to Conquer
Investing with Little Money
Investing in Uninsured Funds
Rising Interest Rates
Missing High Returns from Stocks
Waiting to Get a Handle on the Economy
Buying the Best-Performing Funds
Waiting for an Ideal Buying Opportunity
Obsessing Over Your Funds
Thinking You’ve Made a Bad Decision
Lacking in Performance
Chapter 23: Ten Tips for Hiring a Financial Advisor
Communicator or Obfuscator?
Financial Planner or Money Manager?
Is Your Focus on Market Timing and Active Management?
Who’s in Control?
Fees: What’s Your Advice Going to Cost?
How Do You Make Investing Decisions?
What’s Your Track Record?
What Are Your Qualifications and Training?
What Are Your References?
Do You Carry Liability Insurance?
11 Appendix: Recommended Fund Companies and Brokers
12 Index
List of Tables
1 Chapter 5TABLE 5-1 The Companies of the Standard & Poor’s 500 Index at the End of 1999
2 Chapter 7TABLE 7-1 Comparing the Van Wagoner Emerging Growth Fund’s Performance
3 Chapter 10TABLE 10-1 Asset Allocation Guidelines for the Long HaulTABLE 10-2 2022 Federal Income Tax Brackets and RatesTABLE 10-3 2022 Federal Income Tax Rate on Long-Term Capital Gains and Stock Div...TABLE 10-4 Worst Performing Diversified U.S. Stock Funds versus Market Indexes
4 Chapter 12TABLE 12-1 Interest Rate Increases Depress Bond Prices
5 Chapter 13TABLE 13-1 Great Plunges (20 Percent or More) in the Dow Jones Industrial Averag...TABLE 13-2 Great Surges in the Dow Jones Industrial Average after Major Market D...
6 Chapter 15TABLE 15-1 Eric’s Keep-It-Simple Portfolio
7 Chapter 17TABLE 17-1 Components of a Fund’s ReturnsTABLE 17-2 Bond IndexesTABLE 17-3 U.S. Stock IndexesTABLE 17-4 International Stock Indexes
8 Chapter 23TABLE 23-1 Adding Up All the Costs
List of Illustrations
1 Chapter 1FIGURE 1-1: Historic probability of different U.S. stock returns. FIGURE 1-2: Historic probability of different U.S. bond market returns.
2 Chapter 7FIGURE 7-1: How to spot load funds.
3 Chapter 8FIGURE 8-1: The table of contents shows you what’s covered in the prospectus. FIGURE 8-2: The fund summary provides a digest of the fund’s key features. FIGURE 8-3: The fund profile summarizes performance data. FIGURE 8-4: Important details about the fund. FIGURE 8-5: Investment objectives and risks. FIGURE 8-6: More investment objectives and risks. FIGURE 8-7: Still more investment objectives and risks. FIGURE 8-8: The investment advisor actually manages the fund’s money. FIGURE 8-9: Financial highlights. FIGURE 8-10: Introduction. FIGURE 8-11: Investment advisor’s insights and reflections. FIGURE 8-12: Total investment returns, year by year. FIGURE 8-13: Investment holdings of the fund. FIGURE 8-14: Bond holdings of the fund.
4 Chapter 12FIGURE 12-1: A yield curve chart.
5 Chapter 18FIGURE 18-1: Form 1099-DIV reports dividends and capital gains your funds paid....FIGURE 18-2: Here’s where funds report your retirement plan distributions.
6 Chapter 19FIGURE 19-1: A sample letter to specify funds with discount brokers.
7 Chapter 23FIGURE 23-1: Initialing this section gives the advisor control over investing y...
Guide
1 Cover
4 Table of Contents
6 Appendix: Recommended Fund Companies and Brokers
7 Index
Pages
1 i
