Download or read book Unbiased Investor written by Coreen Sol and published by John Wiley & Sons. This book was released on 2022-11-10 with total page 233 pages. Available in PDF, EPUB and Kindle. Book excerpt: Make better financial choices, reduce money anxiety, and grow your wealth In Unbiased Investor: Reduce Financial Stress and Keep More of Your Money, Portfolio Manager at CIBC World Markets, Coreen Sol, delivers an inspiring and illuminating roadmap to investing success. In the book, you’ll explore the behavioral and psychological roadblocks to achieving optimal results from your portfolio and the strategies you can use to overcome them. You’ll learn to focus on basic economic principles—rather than harmful psychological biases—to reduce financial stress and reliably grow wealth. The book also shows you how to: Recognize the decision-making shortcuts (heuristics) we use to navigate and understand the world around us Avoid counter-productive and ineffective risk-management strategies that decrease returns without mitigating risk Consider your own financial goals, personal preferences, and skills in the creation of a strategy to make good financial choices, consistently A powerful and easy-to-follow handbook for everyday investors, Unbiased Investor shows readers from all kinds of background the foundational, straightforward behaviors and habits we need to embrace to realize financial security.

Download or read book Unbiased Investor written by Coreen Sol and published by John Wiley & Sons. This book was released on 2022-11-16 with total page 233 pages. Available in PDF, EPUB and Kindle. Book excerpt: Make better financial choices, reduce money anxiety, and grow your wealth In Unbiased Investor: Reduce Financial Stress and Keep More of Your Money, Portfolio Manager at CIBC World Markets, Coreen Sol, delivers an inspiring and illuminating roadmap to investing success. In the book, you’ll explore the behavioral and psychological roadblocks to achieving optimal results from your portfolio and the strategies you can use to overcome them. You’ll learn to focus on basic economic principles—rather than harmful psychological biases—to reduce financial stress and reliably grow wealth. The book also shows you how to: Recognize the decision-making shortcuts (heuristics) we use to navigate and understand the world around us Avoid counter-productive and ineffective risk-management strategies that decrease returns without mitigating risk Consider your own financial goals, personal preferences, and skills in the creation of a strategy to make good financial choices, consistently A powerful and easy-to-follow handbook for everyday investors, Unbiased Investor shows readers from all kinds of background the foundational, straightforward behaviors and habits we need to embrace to realize financial security.

Download or read book Simple But Not Easy written by Richard Oldfield and published by Harriman House Limited. This book was released on 2011-09-30 with total page 303 pages. Available in PDF, EPUB and Kindle. Book excerpt: Described by the author as "a slightly autobiographical and heavily biased book about investing", Simple But Not Easy has plenty of interest to the experienced professional, and is aimed also at the interested amateur investor. The theme of the book is that investment is simpler than non-professionals think it is in that the rudiments can be expressed in ordinary English, and picked up by anybody. It is not a science. But investment is also difficult. People on the outside tend to think that anyone on the inside should be able to do better than the market indices. This is not so. Picking the managers who are likely to do better is a challenge. Richard Oldfield begins with a candid confession of some of his worst mistakes and what they have taught him. He discusses the different types of investment, why fees matter, and the importance of measuring performance properly. He also outlines what to look for, and what not to look for in an investment manager, when to fire a manager, and how to be a successful client.

Download or read book The White Coat Investor written by James M. Dahle and published by White Coat Investor LLC the. This book was released on 2014-01 with total page 160 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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!

Download or read book The Unbiased Advisor written by Warren Mackenzie and published by HarperCollins Canada. This book was released on 2010-08-01 with total page 351 pages. Available in PDF, EPUB and Kindle. Book excerpt: More than ever, Canadians must rely on their investment decisions to determine their families’ security and ensure their retirement. But how many investors are actually receiving unbiased, easily understandable and practical advice on their investments? Are they selecting the right level of risk? Do they know what a reasonable rate of return is in today’s market? And are they making mistakes now that may compromise their future retirement plans? Warren MacKenzie has over 20 years of experience in the investment industry. Through his company, Second Opinion Investor Services Inc., he offers unbiased, straightforward check-ups for every level of investor. He’s seen the common and costly investment mistakes Canadians make and the obstacles that every investor faces. Covering all aspects of financial planning, including choosing a financial advisor; market basics; measuring and controlling risk; paying less tax; and avoiding common financial pitfalls, MacKenzie offers 101 concise, action-oriented prescriptions for healthy investing. Readers will learn how to: understand an advisor’s investment strategy avoid being fooled by a fund’s average return make portfolio changes in keeping with the game plan understand how emotion and logic move the market realize that the buy and hold strategy isn’t always right Honest, unbiased and practical, The Unbiased Advisor gives you invaluable advice on getting the most from your advisor, your investments and your money.

Download or read book The 5 Mistakes Every Investor Makes and How to Avoid Them written by Peter Mallouk and published by John Wiley & Sons. This book was released on 2014-07-22 with total page 208 pages. Available in PDF, EPUB and Kindle. Book excerpt: Identify mistakes standing in the way of investment success With so much at stake in investing and wealth management, investors cannot afford to keep repeating actions that could have serious negative consequences for their financial goals. The Five Mistakes Every Investor Makes and How to Avoid Them focuses on what investors do wrong so often so they can set themselves on the right path to success. In this comprehensive reference, readers learn to navigate the ever-changing variables and market dilemmas that often make investing a risky and daunting endeavor. Well-known and respected author Peter Mallouk shares useful investment techniques, discusses the importance of disciplined investment management, and pinpoints common, avoidable mistakes made by professional and everyday investors alike. Designed to provide a workable, sensible framework for investors, The Five Mistakes Every Investor Makes and How to Avoid Them encourages investors to refrain from certain negative actions, such as fighting the market, misunderstanding performance, and letting one's biases and emotions get in the way of investing success. Details the major mistakes made by professional and everyday investors Highlights the strategies and mindset necessary for navigating ever-changing variables and market dilemmas Includes useful investment techniques and discusses the importance of discipline in investment management A reliable resource for investors who want to make more informed choices, this book steers readers away from past investment errors and guides them in the right direction.

Download or read book The Idle Investor written by Edmund Shing and published by Harriman House Limited. This book was released on 2015-06-08 with total page 118 pages. Available in PDF, EPUB and Kindle. Book excerpt: 3 simple strategies to earn high returns and beat the professionals Would you like to use a simple, low-risk investing system that beats market indexes and fund manager performance over the long term, but requires only a few minutes of your time each month? Does it sound like a lot of hard work? It's not - even the laziest investor can achieve it. The Idle Investor includes three straightforward DIY strategies for long-term investing. All you have to do is follow the simple rules. Each method requires only a limited amount of your time and they all make use of easily accessible, low-cost funds. The reasons why the strategies work and everything else you need to know to put them into practice is explained clearly, with numerous worked examples. The three strategies are: 1. The Bone Idle Strategy: Part of your portfolio is allocated to shares and part is allocated to bonds, with adjustments only required twice a year. The rest of the time you do nothing. 2. The Summer Hibernation Strategy: For part of the year your portfolio is allocated to shares and for part of the year it is allocated to bonds. Once again, adjustments to the portfolio are only required twice per year. The rest of the time you do nothing. 3. Multi-Asset Trending Strategy: A simple trend-following method determines whether to hold your portfolio in shares or bonds. For this strategy you will need to check your investments and make adjustments once a month. Even on the very few occasions each year when action is required - twice a year for strategies 1 and 2, and once a month for strategy 3 - you’ll only spend a few minutes checking your portfolio and making simple changes. The activity levels range from yearly rebalancing, for the laziest investor, through to monthly reallocation, for those who are more active. How much you do depends on how lazy you are feeling. Testing the three Idle Investor strategies for the period 1990 to 2012 resulted in average annual returns of up to 28%. Compare this to a buy-and-hold approach of investing in UK shares, which would have delivered 8.5% per year over the same period, and you can see that being idle doesn’t mean being unsuccessful! If you are looking for a straightforward investing method that lets you get on with your life while your money grows in the background, then become an Idle Investor.

Download or read book The Psychology of Investing written by John R. Nofsinger and published by Routledge. This book was released on 2016-07 with total page 161 pages. Available in PDF, EPUB and Kindle. Book excerpt: A supplement for undergraduate and graduate Investments courses. See the decision-making process behind investments. The Psychology of Investing is the first text of its kind to delve into the fascinating subject of how psychology affects investing. Its unique coverage describes how investors actually behave, the reasons and causes of that behavior, why the behavior hurts their wealth, and what they can do about it. Features: What really moves the market: Understanding the psychological aspects. Traditional finance texts focus on developing the tools that investors use for calculating risk and return. The Psychology of Investing is one of the first texts to delve into how psychology affects investing rather than solely focusing on traditional financial theory. This text’s material, however, does not replace traditional investment textbooks but complements them, helping students become better informed investors who understand what motivates the market. Keep learning consistent: Most of the chapters are organized in a similar succession. This approach adheres to following order: -A psychological bias is described and illustrated with everyday behavior -The effect of the bias on investment decisions is explained -Academic studies are used to show why investors need to remedy the problem Growing with the subject matter: Current and fresh information. Because data on investor psychology is rapidly increasing, the fifth edition contains many new additions to keep students up-to-date. The new Chapter 12: Psychology in the Mortgage Crisis describes the psychology involved in the mortgage industry and ensuing financial crisis. New sections and sub-sections include “Buying Back Stock Previously Sold”, “Who Is Overconfident,” "Nature or Nurture?”, "Preferred Risk Habitat," "Market Impacts," "Language," and “Reference Point Adaptation.”

Download or read book The Six Principles of Successful Investors written by Stanley Leong and published by . This book was released on 2010-01 with total page 112 pages. Available in PDF, EPUB and Kindle. Book excerpt: Every day, without knowing it, investors make mistakes with their 401ks, IRAs, or stock portfolios that will cost them thousands of dollars in the future. Information overload from the news, magazines, books, and blogs is causing investors to either make the wrong choices or get paralyzed into doing nothing at all. For every article that tells you to buy, another tells you to sell. For every pundit that claims the stock market will crash, another claims the stock market will skyrocket. Who do you listen to? What should you do? The Six Principles will give you the tools you need to cut through the clutter and focus on what is important. By following these six common-sense guidelines, you will learn how to: *Understand the simple techniques used by successful wealth managers *Evaluate the risk of your investments and understand your own financial risk tolerance *Distinguish between a true investment opportunity and an investment scam *Make unbiased investment decisions and avoid falling for emotional ones *Increase the chances of reaching all of your financial goals *Have the peace of mind of knowing you are positioned correctly regardless of what the short-term market is doing Filled with easy-to-understand concepts and examples, The Six Principles teaches practical rules that every investor can follow, regardless of the investments they use. This is a must-read for anyone who is serious about investing. About the Author: Stanley C. Leong is a CERTIFIED FINANCIAL PLANNER, Chartered Financial Consultant(r), and Chartered Retirement Planning Counselor(SM) out of Roseville, California, where he helps individuals and families achieve their financial goals and dreams. He is also an accomplished speaker and has taught financial planning and investment seminars for employees at Hewlett-Packard Company and Intel Corporation. Prior to becoming a financial planner, Stanley worked as an engineer and holds a Masters of Engineering degree from Cornell University. For more information, visit www.6-principles.co

Download or read book The Little Book of Bull s Eye Investing written by John Mauldin and published by John Wiley & Sons. This book was released on 2012-05-08 with total page 213 pages. Available in PDF, EPUB and Kindle. Book excerpt: To make money in this troubled economy you need to understand where the markets are headed, not where they?ve been. Clinging to outdated strategies and played out market trends are sure ways to miss out on new investments, and in The Little Book of Bull?s Eye Investing, acclaimed investment expert John Mauldin teaches you how to read the direction of the markets to make decisions that capitalize on today?s investment opportunities. A practical road map to what?s in store for the markets to help you stay ahead of the curve, the book debunks many of the myths that have come to govern investment logic, particularly the buy-and-hold, relative return vehicles that Wall Street peddles to unsuspecting investors. Giving you a clear view of the trends shaping the markets right now which are likely to provide investment options for the decade ahead, The Little Book of Bull?s Eye Investing teaches the value of careful research before you put your money to work. Whether the market is on its way up or down, there are always excellent opportunities to invest profitably. You just need to know where they are. Looking at how the markets have behaved in the past to make an educated prediction about where they?re going, The Little Book of Bull?s Eye Investing explains how to make investment decisions that make sense today, whether you?re trading stocks, bonds, gold, real estate, or anything else. Making the most of the markets is like hitting a moving target?difficult, but not impossible?and with The Little Book of Bull?s Eye Investing in hand, you have everything you need to improve your eye for investing and make stable and secure trading decisions that can turn a profit in even the most turbulent of times.

Download or read book The Only Guide to a Winning Investment Strategy You ll Ever Need written by Larry E. Swedroe and published by Macmillan + ORM. This book was released on 2005-01-01 with total page 197 pages. Available in PDF, EPUB and Kindle. Book excerpt: Investment professional Larry E. Swedroe describes the crucial difference between "active" and "passive" mutual funds, and tells you how you can win the investment game through long-term investments in such indexes as the S&P 500 instead of through the active buying and selling of stocks. A revised and updated edition of an investment classic, The Only Guide to a Winning Investment Strategy You'll Ever Need remains clear, understandable, and effective. This edition contains a new chapter comparing index funds, ETFs, and passive asset class funds, an expanded section on portfolio care and maintenance, the addition of Swedroe's 15 Rules of Prudent Investing, and much more. In clear language, Swedroe shows how the newer index mutual funds out-earn, out-perform, and out-compound the older funds, and how to select a balance "passive" portfolio for the long hail that will repay you many times over. This indispensable book also provides you with valuable information about: - The efficiency of markets today - The five factors that determine expected returns of a balanced equity and fixed income portfolio - Important facts about volatility, return, and risk - Six steps to building a diversified portfolio using Modern Portfolio Theory - Implementing the winning strategy - and more.

Download or read book The Indomitable Investor written by Steven M. Sears and published by John Wiley & Sons. This book was released on 2014-10-20 with total page 256 pages. Available in PDF, EPUB and Kindle. Book excerpt: A new approach to investing based on how Wall Street insiders approach the market The Indomitable Investor deconstructs the stock market as the public has come to know it and reconstitutes it from the inside out from the perspective of the fortunate few who dominate Wall Street. By revealing how top investors and traders think and act Steven Sears shows the stock market to be an undulating ocean of money, with seasoned investors reading the waves others cannot. Teaching readers to think about the market in radically different ways, The Indomitable Investor shows how to improve returns—and, just as importantly, avoid losses—with disciplines deployed by people who almost always do exactly the opposite of what Wall Street says to do. Laying bare great fallacies, the book explains that non-professional investors wrongly think the stock market is a place to make money, which is what Wall Street wants them to try to do. The Indomitable Investor says otherwise and shows how Wall Street's best investors have a completely different focus. Explains the critical ideas and insights of top traders and investors in language anyone can understand and implement Packed with material rarely shared off Wall Street that is used every day by professional investors Introduces the 17 most important words on Wall Street Teaches critical skills, including: How to increase returns by focusing on risk, not potential profits; how to use the stock market's historical patterns to optimize investment decisions; understanding key relationships between stocks and the economy that predict what will happen to stocks and the broader market; how to increase mutual fund returns with an easy adjustment that redirects the bulk of profits to you—not mutual fund companies, and how to analyze information like seasoned investors to move beyond "statement of the obvious" news reports that turn ordinary investors into Dumb Money Accessible to readers of all backgrounds, including those with a limited understanding of investing, The Indomitable Investor will change how investors view the stock market, Wall Street, and themselves.

Download or read book Fundamentals of Buy Sell Investment Trading Programs written by Sir Patrick Bijou and published by Sir Patrick Bijou. This book was released on 2023-02-27 with total page 273 pages. Available in PDF, EPUB and Kindle. Book excerpt: At long last, it is here. This book will attempt to provide a concise understanding of the Financial Market, Stock Investment Algorithm, and other basic economics of the Financial Market. I dіѕсuѕѕ thе vаrіоuѕ рrоs аnd cons оf Buy/Sell Investment Trading and ѕhоw you how уоu саn put this knоwlеdgе in a self-help guide to trading. Thе ѕtосk mаrkеt іѕ a bаttlеfіеld among traders wіth dіffеrеnt bеlіеfѕ, and іt is thе wіnnеr’ѕ bеlіеf that determines thе destiny оf the market. Thеrеfоrе, my bаѕіс trading philosophy is tо fоllоw the wіnnеrѕ. In thіѕ bооk, I соnсеntrаtе оn the type of trаdеrѕ whо I bеlіеvе аrе very lіkеlу tо bе wіnnеrѕ: the big buуеrѕ аnd the big ѕеllеrѕ, thе іnѕtіtutіоnаl іnvеѕtоrѕ (pension fundѕ, mutual fundѕ, hеdgе funds, mоnеу mаnаgеrѕ, іnvеѕtmеnt bаnkѕ, etc.) who mаnаgе lаrgе sums оf mоnеу and оftеn buy оr sell ѕtосk in lаrgе ԛuаntіtу — I dеѕсrіbе еxtеnѕіvеlу the discoveries about the Capital Markets and their hidden gems uncovering the know-how so that you can make vast fortunes, millions just like traders and investment bankers do. I reveal the secret strategy and formula that has taken me over 30 years to understand and discover. I am about to give away my secrets in just one book to make you a fortune and become a billionaire. Read this book; I promise you, it will be worth it, and you will not be disappointed! -Sir Patrick Bijou As уоu rеаd thіѕ book, you’ll discover: 1. Instruments Trаdеd in the Mоnеу Market 2. Value Investing аnd Growth Invеѕtіng 3. Trаdіng the Fоrеx Market 4. Forex Plауеrѕ – Banks, Governments, Cоmраnіеѕ, аnd Trаdеrѕ. 5. ENTERING AND EXITING A MARKET 6. Adорtіоn Аnd Еvоlutіоn Оf FX Еxесutіоn Аlgоrіthmѕ 7. Thе Behavior Of Indіvіduаl Invеѕtоrѕ 8. Hоw tо Read thе Annuаl Report оf a Cоmраnу 9. Guide Tо Mutual Fund Іnvеѕtіng 10. Fundаmеntаl And Tесhnісаl Anаlуѕіѕ. Note: Onсе you hаvе a clear undеrѕtаndіng of Investment Algorithm, Trading The Financial Market, Stock and Other Basic Economics of the Markets, then your step into this world has only just begun. Get your copy Now and Discover all about BUY/SELL INVESTMENT TRADING!

Download or read book Financial Literacy written by Ali Saeedi and published by Springer. This book was released on 2018-05-23 with total page 165 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book provides an overview of current issues associated to financial literacy improvement. In selecting and structuring the material to include, the primary criterion has been applicability of topics and recommendations and accuracy of trends toward better financial literacy level. Each chapter is dedicated to a particular component of financial literacy from education to capability. Throughout the book, there are many practices initiated around the world which, regardless of their superiority, are all useful initiatives and can roll play as a spot light in the road of improvement for both investors and authorities. This book is not only applicable for academics and students, but authorities who aim to improve financial literacy (and subsequently financial capability) among individuals and for those investors who seek to improve their own financial literacy.

Download or read book Financial Services and General Government Appropriations for 2008 written by United States. Congress. House. Committee on Appropriations. Subcommittee on Financial Services and General Government and published by . This book was released on 2007 with total page 1948 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book Financial Planners and Investment Advisers written by United States. Congress. Senate. Committee on Banking, Housing, and Urban Affairs. Subcommittee on Consumer Affairs and published by . This book was released on 1988 with total page 248 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book Young Investor s Guide written by Sunil Kumar Parey and published by Notion Press. This book was released on 2021-10-04 with total page 179 pages. Available in PDF, EPUB and Kindle. Book excerpt: Young Investor’s Guide is written to cater to the young generation who have started earning or just settled with work. The language and content of the book have been kept simple and act as a guide so that the young generation can use it for actual investment. Before starting any investment journey, one needs to understand the importance of insurance and emergency funds. The investment journey can be divided into short-term, medium-term and long-term investments. Investments can be done in tangible and non-tangible assets. One has to fulfil their responsibility towards family, children’s education and marriage. One day, everyone has to retire, therefore planning for retirement is essential to avoid dependency on others. Life after retirement should be comfortable, and you should be able to contribute to charity. It is important to monitor and protect your wealth so that it grows with you and ultimately goes to the person you desire. Finally, the book talks about how to set financial goals and plan the future. Young Investor’s Guide takes a holistic approach towards investment. The young generation will learn the basics of investment and their applications. Middle-aged folks can correct their investment path if they have missed something, and seniors can add to their understanding of the investment process as well as to their children and grandchildren.