Common-Sense Income Strategies

Common-Sense Income Strategies PDF

Author: Michael Eastham

Publisher: Advisor's Academy Press

Published: 2017-04-25

Total Pages: 0

ISBN-13: 9780997544145

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Common-sense, purpose-based investing for your retirement with steps and strategies to help you. This book begins with the idea that when we reach the age of 50, we need to change from a portfolio filled with stocks and growth investment strategies to step-by-step strategies to build out your retirement income. Eastham's book is based on the golden rules of reality-based investing; complete with helpful tips to help you reach your retirement goals.

Common Sense Income Strategies

Common Sense Income Strategies PDF

Author: Mark Falter

Publisher: Independently Published

Published: 2022-12-28

Total Pages: 0

ISBN-13:

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Planning for your retirement doesn't need to be complicated. As founder and president of Mid-American Wealth Advisory, Mark Falter has thirty-five years of experience as a financial professional, and in Common Sense Income Strategies, he shares practical tips that could help you prepare for your golden years. Mark was inspired to go into financial services by seeing the difference his father made working in life insurance. One of the first lessons he learned from his father was that each client, family, and situation is different, and there's no "one size fits all" solution when it comes to insurance. Laying the foundation for your financial strategy is a lot like building a house. Before you build, you need to know the purpose of that home.The family that will live there works with an architect to determine the blueprint for their appropriate needs. Similarly, a financial advisor can help determine the appropriate financial shelter to protect funds you've worked hard to accumulate. In Common Sense Income Strategies, you'll also find valuable adviceon topics such as: How longer life spans affect modern retirement preparations Our process for determining a client's investment strategy in the market Establishing estate planning documents to protect your legacy And much more! So don't wait! You're invited to come to the table and learn about retirement preparation in an easy, approachable way. It doesn'thave to be difficult. Some things are just common sense.

Common Stocks and Common Sense

Common Stocks and Common Sense PDF

Author: Edgar Wachenheim, III

Publisher: John Wiley & Sons

Published: 2016-03-25

Total Pages: 140

ISBN-13: 1119259932

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Deep insight and candid discussion from one of Wall Street's best investors Common Stocks and Common Sense provides detailed insight into common stock investing, using a case-study approach based on real-world investments. Author Edgar Wachenheim is the 28-year CEO of Greenhaven Associates, boasting an average annual portfolio comparable to Warren Buffet's. In this book, he shares his knowledge and experiences by providing detailed analyses of actual investments made by himself and other investors. The discussion covers the entire investment process, including the softer, human side, with candid insight into the joys and frustrations, intensities and pressures, and risks and uncertainties. The unique emphasis on behavioral economics and real-world cases set this book apart from the herd—but it's Wachenheim himself and his deeply-examined perspective that elevates the book beyond a mere investing guide. Between 1990 and 2014, a typical portfolio managed by Wachenheim enjoyed an average annual return in excess of 18%, achieved using relatively conservative stocks and no financial leverage. As a proponent of evidence and example, his analysis of real cases serve as a valuable education for anyone looking to improve their own investment practices. Understand investment through the lens of a Wall Street leader Dig into the details of real-world common stock investing Learn how to invest creatively and minimize risk Go beyond theory to study strategy on a case-by-case basis Investment principles and strategies are easy to find—entire libraries have been written about theories and methods and what 'should' happen. But this book goes beyond the typical guide to show you how these ideas are applied in the real world—and what actually happened. Investors seeking real insight, real expertise, and a proven track record will find Common Stocks and Common Sense a uniquely useful resource.

Smart and Simple Financial Strategies for Busy People

Smart and Simple Financial Strategies for Busy People PDF

Author: Jane Bryant Quinn

Publisher: Simon and Schuster

Published: 2006

Total Pages: 257

ISBN-13: 0743269942

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A guide to creating a virtually self-sustaining financial plan counsels middle-income earners on such topics as debt reduction, saving strategically, investing, insurance, family planning, and retirement.

How I Invest My Money

How I Invest My Money PDF

Author: Brian Portnoy

Publisher: Harriman House Limited

Published: 2020-11-17

Total Pages: 200

ISBN-13: 0857198092

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The world of investing normally sees experts telling us the 'right' way to manage our money. How often do these experts pull back the curtain and tell us how they invest their own money? Never. How I Invest My Money changes that. In this unprecedented collection, 25 financial experts share how they navigate markets with their own capital. In this honest rendering of how they invest, save, spend, give, and borrow, this group of portfolio managers, financial advisors, venture capitalists and other experts detail the 'how' and the 'why' of their investments. They share stories about their childhood, their families, the struggles they face and the aspirations they hold. Sometimes raw, always revealing, these stories detail the indelible relationship between our money and our values. Taken as a whole, these essays powerfully demonstrate that there is no single 'right' way to save, spend, and invest. We see a kaleidoscope of perspectives on stocks, bonds, real assets, funds, charity, and other means of achieving the life one desires. With engaging illustrations throughout by Carl Richards, How I Invest My Money inspires readers to think creatively about their financial decisions and how money figures in the broader quest for a contented life. With contributions from: Morgan Housel, Christine Benz, Brian Portnoy, Joshua Brown, Bob Seawright, Carolyn McClanahan, Tyrone Ross, Dasarte Yarnway, Nina O'Neal, Debbie Freeman, Shirl Penney, Ted Seides, Ashby Daniels, Blair duQuesnay, Leighann Miko, Perth Tolle, Josh Rogers, Jenny Harrington, Mike Underhill, Dan Egan, Howard Lindzon, Ryan Krueger, Lazetta Rainey Braxton, Rita Cheng, Alex Chalekian

A Common Sense Road Map to Uncommon Wealth

A Common Sense Road Map to Uncommon Wealth PDF

Author: Marvin Doniger

Publisher: iUniverse

Published: 2008-03

Total Pages: 138

ISBN-13: 0595484654

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Globalization. Outsourcing. Downsizing. Reduced Pensions. Debt. There's no doubt the worlds of employment and finance are changing dramatically. More than ever, it is up to you to plan and manage your financial security. This straight-talking guide reviews life's stages, from infancy to retirement, and how your attitudes toward saving, working, and investing are formed. If you have positioned yourself from young adulthood for an envisioned future, you can likely handle any curveball life may throw at you. Unfortunately, statistics show many people are poorly positioned for retirement. Begin now to reverse or prevent this trend. Using the concept of maintaining a margin of safety, you can protect yourself from the unexpected. By applying this concept to your career and finances, you can develop a set of relevant skills and diversify your investments. A Common Sense Road Map to Uncommon Wealth will help you anticipate and respond to trends and changes. It's perfect to bring generations together-if you're nearing retirement, share this with your children. If you're just launching your career, learn these lessons carefully as you move forward in life.

The Only Guide to a Winning Investment Strategy You'll Ever Need

The Only Guide to a Winning Investment Strategy You'll Ever Need PDF

Author: Larry E. Swedroe

Publisher: Macmillan + ORM

Published: 2005-01-01

Total Pages: 197

ISBN-13: 1429972955

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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.

Money Talks

Money Talks PDF

Author: Christopher McKay

Publisher:

Published: 2018-01-22

Total Pages: 223

ISBN-13: 9781549968921

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I think a great deal of financial blunders occur because people are reluctant to discuss money. This is why most people do not understand money or investing at all. Growing up, it was considered rude to discuss money and income in my family, and this mindset seems common in our current culture as well. That is truly a shame. We all must use money to live, and to gain real knowledge, it must be discussed.Can you imagine, for instance, if discussing oral hygiene was as taboo as money? You just left a toothbrush, toothpaste, and floss in your children's bathroom drawer, but you never actually showed them how to use each tool? They probably wouldn't know what to do and would end up with a mouth full of rotten teeth. Sadly, we do this very thing to our children with money, and then we are surprised when they fail.How many people heard the "birds and the bees" speech from your parents? Did you also receive the "money" talk? How telling that people feel more compelled to disucss sex with their kids rather than money! That notion would be hysterical if it didn't result in such a hardship for our children. My book addresses that very problem. Let's openly, unabashedly, and shamelessly discuss money to educate our children and ourselves. It is time to replace common money myths with common-sense strategies for saving, investing, and achieving financial success!

Creating Magic

Creating Magic PDF

Author: Lee Cockerell

Publisher: Crown Currency

Published: 2008-10-14

Total Pages: 290

ISBN-13: 0385528280

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“It’s not the magic that makes it work; it’s the way we work that makes it magic.” The secret for creating “magic” in our careers, our organizations, and our lives is simple: outstanding leadership—the kind that inspires employees, delights customers, and achieves extraordinary business results. No one knows more about this kind of leadership than Lee Cockerell, the man who ran Walt Disney World® Resort operations for over a decade. And in Creating Magic, he shares the leadership principles that not only guided his own journey from a poor farm boy in Oklahoma to the head of operations for a multibillion dollar enterprise, but that also soon came to form the cultural bedrock of the world’s number one vacation destination. But as Lee demonstrates, great leadership isn’t about mastering impossibly complex management theories. We can all become outstanding leaders by following the ten practical, common sense strategies outlined in this remarkable book. As straightforward as they are profound, these leadership lessons include: Everyone is important. Make your people your brand. Burn the free fuel: appreciation, recognition, and encouragement. Give people a purpose, not just a job. Combining surprising business wisdom with insightful and entertaining stories from Lee’s four decades on the front lines of some of the world’s best-run companies, Creating Magic shows all of us – from small business owners to managers at every level – how to become better leaders by infusing quality, character, courage, enthusiasm, and integrity into our workplace and into our lives.

A Wealth of Common Sense

A Wealth of Common Sense PDF

Author: Ben Carlson

Publisher: John Wiley & Sons

Published: 2015-06-22

Total Pages: 231

ISBN-13: 1119024927

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A simple guide to a smarter strategy for the individual investor A Wealth of Common Sense sheds a refreshing light on investing, and shows you how a simplicity-based framework can lead to better investment decisions. The financial market is a complex system, but that doesn't mean it requires a complex strategy; in fact, this false premise is the driving force behind many investors' market "mistakes." Information is important, but understanding and perspective are the keys to better decision-making. This book describes the proper way to view the markets and your portfolio, and show you the simple strategies that make investing more profitable, less confusing, and less time-consuming. Without the burden of short-term performance benchmarks, individual investors have the advantage of focusing on the long view, and the freedom to construct the kind of portfolio that will serve their investment goals best. This book proves how complex strategies essentially waste these advantages, and provides an alternative game plan for those ready to simplify. Complexity is often used as a mechanism for talking investors into unnecessary purchases, when all most need is a deeper understanding of conventional options. This book explains which issues you actually should pay attention to, and which ones are simply used for an illusion of intelligence and control. Keep up with—or beat—professional money managers Exploit stock market volatility to your utmost advantage Learn where advisors and consultants fit into smart strategy Build a portfolio that makes sense for your particular situation You don't have to outsmart the market if you can simply outperform it. Cut through the confusion and noise and focus on what actually matters. A Wealth of Common Sense clears the air, and gives you the insight you need to become a smarter, more successful investor.