Reaching financial goals

advice from finance industry experts about saving, investing, and managing money using such financial tools as cash investments, stocks, bonds, mutual funds, and annuities, along with facts about researching investment opportunities, tips for avoiding fraud, a glossary, and directories of resources for additional help and information

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Reaching financial goals
edited by Karen Bellenir.
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Last edited by MARC Bot
July 31, 2019 | History

Reaching financial goals

advice from finance industry experts about saving, investing, and managing money using such financial tools as cash investments, stocks, bonds, mutual funds, and annuities, along with facts about researching investment opportunities, tips for avoiding fraud, a glossary, and directories of resources for additional help and information

1st ed.
  • 0 Ratings
  • 1 Want to read
  • 0 Currently reading
  • 0 Have read

"Provides basic consumer finance information about identifying personal goals and the financial tools to achieve them, managing investments, and avoiding fraud. Includes index, glossary, and related resources"--Provided by publisher.

Publish Date
Publisher
Omnigraphics
Language
English
Pages
591

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Previews available in: English

Book Details


Table of Contents

Identifying your financial goals
Dream it and achieve it: how to set and attain financial goals
How to budget and save
Financial security: a roadmap
Insurance helps protect your assets
Young adults: a to-do list for ages and stages of money management
Couples and money
Financing college
Financing retirement
Receiving a financial windfall
Estate planning
Learning about financial tools
What determines interest rates?
Cash investments
Investing in bonds
Certificates of deposit (CDs)
U.S. Treasury Securities
Municipal bonds
Investing in stocks
Microcap stocks
Initial public offerings (IPOs)
Exchange traded options
Convertible securities
Mutual funds
Exchange traded funds (ETFs)
Closed-end funds and unit investment trusts
Real estate investment trusts (REITs)
Annuities
Hedge funds
Speculation in futures contracts: opportunity and risk
Taking action
What you should know about financial planning
Tips for checking out brokers and investment advisors
Investing basics
Finding money to invest
Asset allocation, diversification, and rebalancing
Keys to being a smarter investor
How you can avoid the biggest investor mistakes
How to get and understand financial statements, corporate reports, and other information for investors
How you can learn more about foreign companies and markets
Understanding market indices
Understanding closing prices
Analyzing analyst recommendations
Trade execution: what every investor should know
Holding your securities
Direct investment plans (DRIPs)
Periodic payment plans can be an expensive way to invest
Margin: borrowing money to pay for stocks
Market volatility procedures and trading suspensions
After-hours trading: understanding the risks
Day trading: your dollars at risk
When does "investing" become a gambling problem?
Avoiding fraud and unscrupulous practices
How to avoid investment fraud
Outrageous advertising: beware
Precious metals and other commodities: beware of unrealistic promises
Mini-tender offers: proceed with caution
Mutual company conversions: abuse potential
Junk faxes
Identity theft
Safeguarding online brokerage accounts
Internet investment scams
Phishing fraud
"Wrong numbers" and stock tips on your answering machine
Pump and dump schemes
Promissory note fraud
Pyramid and ponzi schemes
Worthless stock swap scams
Foreign currency trading frauds
Additional help and information
Glossary of investment terms
A directory of finance information resources
A directory of investor protection services agencies
Index.

Edition Notes

Includes bibliographical references (p. 547-553) and index.

Published in
Detroit, MI
Series
Personal finance series
Genre
Handbooks, manuals, etc.

Classifications

Dewey Decimal Class
332.024
Library of Congress
HG4521 .R35 2007

The Physical Object

Pagination
xii, 591 p. ;
Number of pages
591

ID Numbers

Open Library
OL18277071M
ISBN 10
0780809874
ISBN 13
9780780809871
LCCN
2007028710
Goodreads
2120088

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History

Download catalog record: RDF / JSON / OPDS | Wikipedia citation
July 31, 2019 Edited by MARC Bot associate edition with work OL8537540W
April 24, 2010 Edited by Open Library Bot Fixed duplicate goodreads IDs.
April 16, 2010 Edited by bgimpertBot Added goodreads ID.
September 3, 2009 Edited by ImportBot Found a matching Library of Congress MARC record
October 15, 2008 Created by ImportBot Imported from Library of Congress MARC record