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

Financial Success in the Year 2000 and Beyond
13 Experts Show the Way

ISBN 9781574442588
Published November 11, 1999 by CRC Press
320 Pages

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Book 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

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
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
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

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