Financial Success in the Year 2000 and Beyond: 13 Experts Show the Way, 1st Edition (Hardback) book cover

Financial Success in the Year 2000 and Beyond

13 Experts Show the Way, 1st Edition

By Larry Chambers

CRC Press

320 pages

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Hardback: 9781574442588
pub: 1999-11-11
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Description

Today's investor faces a much larger challenge than those of just ten years ago. The size and complexities of the financial marketplace create confusion. The Dow Jones industrial average has doubled in the past two and a half years, and 10,000 on the Dow is no longer a fantasy. Money keeps flooding into the market. The New York Stock Exchange daily trading volume is four times that of 1990.

Financial Success in the Year 2000 and Beyond covers financial planning and asset management, the fastest growing segments of the financial services industry. In the old days, highly commissioned salesmen would simply tell their clients what products to buy. Today, there are infinitely more choices and investments options to sort through and be concerned about.

Technology has put complex investing tools into the hands of ordinary people, without good advice on how to use them. Never have so many people experienced so much control over their financial futures, yet felt a need for so much help. Applying lessons learned from past mistakes is hard and discouraging. Most people become investors without the wisdom of experience, getting the tests without first getting the lessons.

Financial Success in the Year 2000 and Beyond explores virtually every aspect of financial planning and dispels many of the myths and mysteries surrounding investing and investments.

The Experts include: Dennis R. Fletcher, CLU, ChFC, Oshkosh, WI , Joseph D. Longo, CLU, CFP, LUTCF, LIC, Troy, MI, Tom Nohr, CFP, RFC, Castro Valley, CA, Floyd L. Shilanski, Anchorage, AK, Robert Lyndon Taylor, LUTCF, Oklahoma City, OK, Michael P. Eischen, Columbus, OH, Lance A. Pelky, San Diego, CA, David W. Shepherd, RHU, ChFC , Tucson, AZ, Terry A. Vrieze, Des Moines, Iowa, Larry Rosenthal, RFC, LUTCF, Manassas, VA, William J. (Bill) Nelson, RFC, Cayton, OH, David S. White, Durham, NC, Mark Young, St Lewis, MO

Table of Contents

Introduction

Myth Versus Reality

What Worked for Your Parents Does Not Work Today

The Investment Myth

Accumulation Strategies

Give Yourself a Raise - The Ins and Outs of Investing

Managing Expectations and Emotions

Asset Allocation

Taxable Investing

How Do You Climb Out From Behind the Eight Ball

Basic Financial Blunders to Avoid

Investing Tax-Deferred

Annuities

Is Your Retirement Plan an IRA for the IRS?

Tax-Free Income

The Mortgage Myth

The Final Insult

Estate Planning - How to Keep the IRS From Being Your Biggest Beneficiary

Charitable Giving

Protecting Your Assets

Protecting Your Assets

How to Select an Advisor

Teach Your Children to Manage Money

Putting it All Together

Appendixes

A. Understanding How Mutual Funds Work

B. Understanding Stocks

C. Understanding Bonds

D. Understanding Annuities

E. How to Read a Prospectus

F. Retirement Plans

G. Social Security

Glossary

Subject Categories

BISAC Subject Codes/Headings:
BUS027000
BUSINESS & ECONOMICS / Finance