The Coffeehouse Investor

The Coffeehouse Investor PDF Author: Bill Schultheis
Publisher: Penguin
ISBN: 159184584X
Category : Business & Economics
Languages : en
Pages : 226

Book Description
In 1998, after thirteen years of providing investment advice for Smith Barney, Bill Schultheis wrote a simple book for people who felt overwhelmed by the stock market. He had discovered that when you simplify your investment decisions, you end up getting better returns. As a bonus, you gain more time for family, friends, and other pursuits. The Coffeehouse Investor explains why we should stop thinking about top-rated stocks and mutual funds, shifts in interest rates, and predictions for the economy. Stop trying to beat the stock market average, which few “experts” ever do. Instead, just remember three simple principles: Don’t put all your eggs in one basket. There’s no such thing as a free lunch. And save for a rainy day. By focusing more on your passions and creativity and less on the daily ups and downs, you will actually build more wealth—and improve the quality of your life at the same time.

The Coffeehouse Investor's Ground Rules

The Coffeehouse Investor's Ground Rules PDF Author: Bill Schultheis
Publisher: John Wiley & Sons
ISBN: 1119717086
Category : Business & Economics
Languages : en
Pages : 160

Book Description
Learn to save, invest, and plan to achieve financial independence in retirement and take charge of your financial destiny, from the author of The Coffeehouse Investor In The Coffeehouse Investor's Ground Rules, financial advisor Bill Schultheis helps you take control of your long-term financial goals and enjoy financial freedom in retirement. Building upon the philosophy that made his first book, The Coffeehouse Investor, a critically-acclaimed bestseller, Bill shows you how ignoring Wall Street and the myth of the ‘perfect portfolio’ lets you focus on the only three components that really matter—saving, investing, and planning. One of the most common mistakes investors make is staking their entire financial futures on index funds while ignoring the basics. Index funds are not the solution to building lasting wealth. Index funds are simply the financial tools that enable you to devote your attention to the essential components of long-term financial security. By following the “Ground Rules” in this real-world guide, you can transform your whole approach to saving, investing, and planning, and become a true ‘Coffeehouse Investor.’ Packed with personal stories and easy-to-understand explanations of financial concepts, this engaging and enlightening book shows you how to: Tune out the noise of Wall Street an adopt a simpler, smarter long-term investment philosophy Navigate the stock market, decide how much to save, and know where to put your investments Save money with confidence and stop underestimating your own financial abilities Reap enormous benefits tomorrow by saving even small amounts today Build a well-balanced financial plan that incorporates tax management, insurance, and estate planning If you’re a man or woman wanting to become more involved in your long-term finances, The Coffeehouse Investor's Ground Rules: Save, Invest, and Plan for a Life of Wealth and Happiness is a must-have resource.

The Bogleheads' Guide to Investing

The Bogleheads' Guide to Investing PDF Author: Taylor Larimore
Publisher: John Wiley & Sons
ISBN: 0471779210
Category : Business & Economics
Languages : en
Pages : 335

Book Description
Within this easy-to-use, need-to-know, no-frills guide to building financial well-being is advice for long-term wealth creation and happiness, without all the worries and fuss of stock pickers and day traders.

The New Coffeehouse Investor

The New Coffeehouse Investor PDF Author: Bill Schultheis
Publisher: Penguin
ISBN: 9781591842453
Category : Business & Economics
Languages : en
Pages : 228

Book Description
An inspirational, low-stress way to achieve financial security, this updated guide explains why people should stop trying to predict the economy and remember three simple principles: Don't put all your eggs in one basket, there's no such thing as a free lunch, and save for a rainy day.

Investment Mistakes Even Smart Investors Make and How to Avoid Them

Investment Mistakes Even Smart Investors Make and How to Avoid Them PDF Author: Larry Swedroe
Publisher: McGraw Hill Professional
ISBN: 0071786821
Category : Business & Economics
Languages : en
Pages : 321

Book Description
A guide to avoiding investment mistakes reveals the most common errors investors make and provides a framework for rethinking investment and money management strategies.

Unconventional Success

Unconventional Success PDF Author: David F. Swensen
Publisher: Simon and Schuster
ISBN: 074327461X
Category : Business & Economics
Languages : en
Pages : 417

Book Description
The bestselling author of Pioneering Portfolio Management, the definitive template for institutional fund management, returns with a book that shows individual investors how to manage their financial assets. In Unconventional Success, investment legend David F. Swensen offers incontrovertible evidence that the for-profit mutual fund industry consistently fails the average investor. From excessive management fees to the frequent "churning" of portfolios, the relentless pursuit of profits by mutual fund management companies harms individual clients. Perhaps most destructive of all are the hidden schemes that limit investor choice and reduce returns, including "pay-to-play" product-placement fees, stale-price trading scams, soft-dollar kickbacks, and 12b-1 distribution charges. Even if investors manage to emerge unscathed from an encounter with the profit-seeking mutual fund industry, individuals face the likelihood of self-inflicted pain. The common practice of selling losers and buying winners (and doing both too often) damages portfolio returns and increases tax liabilities, delivering a one-two punch to investor aspirations. In short: Nearly insurmountable hurdles confront ordinary investors. Swensen's solution? A contrarian investment alternative that promotes well-diversified, equity-oriented, "market-mimicking" portfolios that reward investors who exhibit the courage to stay the course. Swensen suggests implementing his nonconformist proposal with investor-friendly, not-for-profit investment companies such as Vanguard and TIAA-CREF. By avoiding actively managed funds and employing client-oriented mutual fund managers, investors create the preconditions for investment success. Bottom line? Unconventional Success provides the guidance and financial know-how for improving the personal investor's financial future.

The White Coat Investor

The White Coat Investor PDF Author: James M. Dahle
Publisher: White Coat Investor LLC the
ISBN: 9780991433100
Category : Business & Economics
Languages : en
Pages : 160

Book Description
Written by a practicing emergency physician, The White Coat Investor is a high-yield manual that specifically deals with the financial issues facing medical students, residents, physicians, dentists, and similar high-income professionals. Doctors are highly-educated and extensively trained at making difficult diagnoses and performing life saving procedures. However, they receive little to no training in business, personal finance, investing, insurance, taxes, estate planning, and asset protection. This book fills in the gaps and will teach you to use your high income to escape from your student loans, provide for your family, build wealth, and stop getting ripped off by unscrupulous financial professionals. Straight talk and clear explanations allow the book to be easily digested by a novice to the subject matter yet the book also contains advanced concepts specific to physicians you won't find in other financial books. This book will teach you how to: Graduate from medical school with as little debt as possible Escape from student loans within two to five years of residency graduation Purchase the right types and amounts of insurance Decide when to buy a house and how much to spend on it Learn to invest in a sensible, low-cost and effective manner with or without the assistance of an advisor Avoid investments which are designed to be sold, not bought Select advisors who give great service and advice at a fair price Become a millionaire within five to ten years of residency graduation Use a "Backdoor Roth IRA" and "Stealth IRA" to boost your retirement funds and decrease your taxes Protect your hard-won assets from professional and personal lawsuits Avoid estate taxes, avoid probate, and ensure your children and your money go where you want when you die Minimize your tax burden, keeping more of your hard-earned money Decide between an employee job and an independent contractor job Choose between sole proprietorship, Limited Liability Company, S Corporation, and C Corporation Take a look at the first pages of the book by clicking on the Look Inside feature Praise For The White Coat Investor "Much of my financial planning practice is helping doctors to correct mistakes that reading this book would have avoided in the first place." - Allan S. Roth, MBA, CPA, CFP(R), Author of How a Second Grader Beats Wall Street "Jim Dahle has done a lot of thinking about the peculiar financial problems facing physicians, and you, lucky reader, are about to reap the bounty of both his experience and his research." - William J. Bernstein, MD, Author of The Investor's Manifesto and seven other investing books "This book should be in every career counselor's office and delivered with every medical degree." - Rick Van Ness, Author of Common Sense Investing "The White Coat Investor provides an expert consult for your finances. I now feel confident I can be a millionaire at 40 without feeling like a jerk." - Joe Jones, DO "Jim Dahle has done for physician financial illiteracy what penicillin did for neurosyphilis." - Dennis Bethel, MD "An excellent practical personal finance guide for physicians in training and in practice from a non biased source we can actually trust." - Greg E Wilde, M.D Scroll up, click the buy button, and get started today!

The Wall Street Journal Guide to the End of Wall Street as We Know It

The Wall Street Journal Guide to the End of Wall Street as We Know It PDF Author: Dave Kansas
Publisher: HarperBusiness
ISBN: 9780061788406
Category : Business & Economics
Languages : en
Pages : 0

Book Description
The definitive guide for Main Street readers who want to make sense of what′s happening on Wall Street, and better understand how we got here and what we need to know to in days to come. Written by seasoned financial writer Dave Kansas, this official Wall Street Journal guide will be filled with practical information, revealing what the crisis means for reader′s financial lives, and what steps they should be taking now to inform and protect themselves.

Navigating the Street

Navigating the Street PDF Author: David Shahrestani
Publisher:
ISBN: 9781098356408
Category :
Languages : en
Pages : 194

Book Description
"Navigating the Street: A Better Approach to Investing" rips aside the curtain on Wall Street's inner workings - revealing how today's investment industry has strayed from its original purpose, existing now primarily to generate fees for the Wall Street giants, rather than generating returns for clients and investors. Authors Guy Davis and David Shahrestani expose some of the most well-known and misleading products and industry practices- thoughtfully explaining how to navigate the misinformation so that investors and advisors avoid hitting a dead end.Instead, the authors describe a better approach to investing - one that delivers consistent long-term returns by focusing on doing the hard work of finding and understanding high-quality companies at attractive prices, and investing big when you do. Their approach contrasts with an industry today in which few investors have a true understanding of the companies they invest in, instead choosing passive strategies that turn real companies into just numbers on a screen.In this thought-provoking book, Davis and Shahrestani equip investors and their advisors with the tools to succeed over the long run - by turning some of the industry's most glaring failings into big opportunities for the thoughtful and rational investor.

The Good Your Money Can Do

The Good Your Money Can Do PDF Author: Eva Yazhari
Publisher: Conscious Investor Press
ISBN: 9781544509907
Category :
Languages : en
Pages : 286

Book Description
Everyone is trying to find their meaning and purpose in life. We are becoming more conscious and more intentional with our decisions. Perhaps we have thought about making meaningful choices with food, lifestyle, and overall health, but when it comes to money, we often separate our purpose from our finances. How would it feel knowing that every dollar you invest is a reflection of you, as a person? It's the feeling of watching your child grow up strong and happy, or the feeling of accomplishment after a completed project. It's the peace of knowing, with every breath you take, exactly what you own in the world. In The Good Your Money Can Do, Eva Yazhari introduces her concept of impact investing and shares the story of her own mindset shift toward investing with awareness. At times philosophical and other times instructional, Eva shows you that your money has more potential than you ever thought possible.
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