First Time Investor's Workbook: A Hands-on Guide to Implementing a Successful Investment Plan

First Time Investor's Workbook: A Hands-on Guide to Implementing a Successful Investment Plan

Paperback(WORKBOOK)

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Product Details

ISBN-13: 9780071370547
Publisher: McGraw-Hill Companies, The
Publication date: 05/18/2001
Edition description: WORKBOOK
Pages: 155
Product dimensions: 8.46(w) x 10.86(h) x 0.41(d)

Table of Contents

Introduction.
What Will This Workbook Accomplish for You?
How to Use This Workbook.
How This Workbook Is Organized.
Special Features of This Workbook.
Section I: Getting Started.
The Investment Policy Statement (IPS).
The Financial Success Diet.
Mental Accounting.
What Lifestyle Stage Are You In?
How Much Money Will You Need?
What Kind of Investor Are You?
The Five Personalities.
The Lifeboat Drill.
Recognizing Your Constraints.
What Is Your Time Horizon?
Liquidity.
Tax Rates.
Legal Considerations.
Unique Circumstances.
Recap.
Section II: The Rules of the Game.
The Rules.
The Six Concepts.
Concept One: The Importance of Asset Allocation.
Concept Two: Understanding Diversification.
Concept Three: Combining Dissimilar Investments.
Concept Four: Adding Time to Your Investment Program.
Concept Five: The Magic of Compounding.
Concept Six: Understanding Asset-Class Investing.
How to Invest in These Asset Classes.
Understanding the Vehicles—Mutual Funds.
(and more...)

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First Time Investor's Workbook: A Hands-on Guide to Implementing a Successful Investment Plan 5 out of 5 based on 0 ratings. 4 reviews.
Guest More than 1 year ago
I picked this book up to read on the plane. I got through the process and I've learnt a lot about what I was doing wrong in the past few years. I only wish I'd had it sooner, it would have saved me a lot of money! Anyway it has nice pictures and really good insights. I recommend for anyone who wants a good basis for investing.
Guest More than 1 year ago
I read this book and was suprised at just how much fun I had. It was amazingly educational, I will pass it on to my friends who ask about good books on investing. It is really objective in its advise and gives really good insights. I loved the graphics and fill-in tables.
Guest More than 1 year ago
This was by far the best investment book I've ever read. It wasn't just a dictionary of investment terms. It has a practical step by step guide on what to do. I wasn't overwhelmed as I went through the steps. It has great insights and tools that walked me through the process. I was suprised at what I learnt about myself and investing.
Guest More than 1 year ago
This is the first investment book I've read that took me through the whole investment process in an easy to use and practical manner. the graphics and real life examples were great. I will never invest the same way again