Order Complimentary Investment Guides
Understanding investments, asset allocation, retirement planning, college planning or any other financial topic can seem challenging. We have partnered with Lightbulb Press to produce complimentary guides to help our clients and prospects advance rapidly up the learning curve.
Please note: the guidebooks are complimentary, so when you check out, leave the credit card fields BLANK.
Introduction to Investments
This indispensable guide covers everything from calls to puts to collars and rolling up, over, or out. It clearly explains the special language of options tradings as well as options contracts, and lays out some popular strategies that may suit various portfolios and market forecasts.
This highly practical, information-packed guide provides essential investment information that women of all ages need — not just how and when to invest and whom to trust, but the difference investing makes. Topics include setting goals, smart investment decisions, and planning for the future.
Investing across a range of asset classes can help you meet your financial goals. This guide explains methods of asset allocation, clarifies the role diversification plays in building an effective portfolio, and describes how making strategic choices has the potential to increase return without increasing investment risk.
This guide provides a clear, concise look at the financial markets, from raising capital to realizing return. It covers not only traditional investment opportunities, but also alternative investment products that are growing in popularity, including ETFs, hedge funds, and direct investments.
This guide is an inspirational and instructive introduction to investing that’s the perfect resource for learning how to use the capital markets to meet financial goals, from paying for education to enjoying a secure retirement. This new edition of the Guide puts greater focus on the importance of setting investment goals and understanding investment strategies, and explores the benefits or working with a financial advisor.
If you're ready to start investing, but need to learn more before you begin, this guide is a must-read. Easy to understand and concise, the guide covers stocks, bonds, mutual funds, as well as key strategies for creating and managing an investment portfolio, including asset allocation and diversification.
If you're one of the many women faced with more financial decisions than ever before, this guide is a valuable resource. A Woman's Guide provides practical advice on all of the financial issues you’ll have to confront, including managing money, investing, planning for retirement, and how to deal with the unexpected, such as divorce, widowhood, and debt.
This guide provides a clear explanation of how credit works, including special sections on credit cards, credit reports, and managing loans. The guide also discusses the warning signs of unmanageable debt and how to avoid debt in the first place.
This guide examines causes of investing behavior and the biases that undermine sound investment decisions, and offers concrete suggestions for addressing these biases. The investor who understands and controls the psychological aspects of investing avoids the syndrome of "Buying High, Selling Low."
Guide To Managing Your 401(k) covers the essential things you need to know about building your 401(k) portfolio and explains the steps you should take to manage the assets in your account. The guide also offers practical measures for dealing with company stock, diversifying your holdings, and evaluating how well your investments are doing.
Whether you are just starting to participate in a 401(k) plan or have been contributing to a plan for years, this objective guide will prove a handy companion.
This comprehensive guide to the key aspects of personal finance provides clear explanations about banking, home finance, credit, financial planning, investing, and taxes. Newly revised, it includes the information you’ll need to make smart decisions about everyday finances.
Guide to Social Security explores the role of Social Security in providing a safety net for retired and disabled workers, their families, and their survivors. The guide describes how to become part of the system and qualify for benefits by accumulating credits, as well as when and how to apply for benefits.
Contents Include: Benefit Ins and Outs, Figuring What You Get, When to Apply, Working After Retirement, Disability Benefits, Taxing Benefits.
Starting out on your own can mean dealing with unfamiliar, even intimidating, situations, especially when it comes to finances. This helpful new guide explains the key to financial success and the way to avoid some common financial pitfalls, including falling into debt incurring unnecessary fees and penalties, and pulling off investing. It's arming yourself from the start with the information you need to make smart decisions.
Starting out on your own can mean dealing with unfamiliar situations, especially when it comes to finances. This helpful guide explains the key to financial success and the way to avoid some common financial pitfalls, including falling into debt, incurring unnecessary fees and penalties, and putting off investing. Written with those in their 20s and 30s in mind, the guide offers insights into how to make intelligent decisions that will positively affect your financial future.
Kinds of Investments
Providing a complete overview of the range of alternative investments that are available to investors, this booklet discusses REITs and BDCs, as well as alternative mutual funds and private placements. Potential benefits of these types of investments, including tax reduction tools and diversification, are explained, as are the issues of regulation and tracking performance.
Guide to Exchange Traded Funds provides a concise overview of ETFs, including the different types of ETFs, hedging strategies, index investing, and the role of ETFs in a portfolio. The booklet also provides an explanation of how a new ETF is created.
Learn about direct investments — including nontraded REITs, equipment leasing companies, and energy partnerships — and how they may add diversification and help reduce risk in an investment portfolio. The guide explains the significance of owning income-producing hard assets, and how these sponsored programs may be appropriate for individual investors.
Index Investing provides a concise, clear introduction to financial market indexes including what indexes are and the information they provide. It also explores how indexes are used, both as benchmarks for investment performance and as the basis of several popular investment products—ETFs, index mutual funds, and index-based options and futures contracts. For insight into how index-based products can play a role in an investment portfolio, this booklet is an ideal starting place.
Handy for investors as well as for financial advisers and investment managers, this guide covers the basics of professionally managed portfolios of individual stocks and bonds. The guide examines the special features of this increasingly popular way to invest, and the complementary roles different financial professionals play in meeting investor goals.
Life Insurance & Annuities
This guide explores the role that fixed and variable annuities can play in providing retirement income. It describes the special features of different types of annuities to help you decide which one might be right for you.
Guide to Understanding Life Insurance makes the basics of life insurance easy to understand, so you can decide how much coverage you need, which policy features to look for, and what to expect when you buy. Its engaging graphics and clear, straightforward language give you the knowledge you need to make the life insurance choices that are right for you and the people who depend on you.
The guide discusses personal investing goals, explores ways to use asset allocation and diversification to offset investment risk, and explains the role of both taxable and tax-deferred investments in you portfolio. Equally important, the guide looks at the many different sources that may provide retirement income — since putting together an income stream is one of the greatest challenges facing people who are nearing or already in retirement.
Managing Retirement Income tackles the issue of creating and managing income from your retirement savings and investment accounts to help ensure your long-term financial security. The guide, with its distinctive blend of straightforward language and engaging graphics, helps you create realistic spending plans, identify effective investment strategies, and coordinate required distributions with other sources of income.
Planning Retirement Income deals head on with the challenges you'll face in providing a financially secure retirement. This comprehensive yet easy-to-understand guide tells you how to build a solid investment portfolio, strengthen our cash flow, and create sources of lifetime income
For Teens and Students
Concise and clear, this guide helps parents weigh the pros and cons of different ways to save and pay for college. How to make the most of college savings, what to do if your savings fall short, and the details of various savings plans and federal aid programs are all covered in detail.
This guide provides a concise introduction to these popular college savings plans, with special sections on how to choose and enroll in a plan, make contributions, and take full advantage of tax-free withdrawals. Now you can get all the information you need to make appropriate, practical decisions about paying for higher education.
Estate Planning and Charitable Giving
This guide describes what your estate is and explores ways to share wealth with the family, friends, and institutions you choose. Guides, wills, and trusts are all explained, and topics such as beneficiary designations, asset distribution, and minimizing taxes discussed in detail.
This guide explains the essentials of this increasingly popular way to give to charity. The guide covers specific details about how the funds work, tax benefits, and investment options. Also included is helpful information that positions donor advised funds in the greater context of philanthropy