Mutual Funds Information

This book takes a very simple approach on investing and helps explain it in a story about two children. It is intended for children and teenagers aged 10 to 15, but also is a book that adults can use to easily understand concepts about investing. The basic premise of the book is that a child investing only $10 a month in mutual funds and adding more per month starting as a teenager can create wealth of about a million dollars over their lifetime, due to the length of time the money is invested. The book is intended as an educational source for both children and adults. Children and adults can learn that if they start investing early and regularly they can create significant wealth over their lifetimes. If children learn this lesson early they will develop good money habits and be investors throughout their lifetime. This book would be a great gift to a child to help them start to learn how to invest, which will be something that will stay with them for the rest of their lives and hopefully help them be financially independent.

The boy in the story is a child with an attitude. He loves ice cream, watching Star Trek and basketball, and watching his money grow. The story talks about why and how to invest in mutual funds, but also leaves the message that there are many more important things in life besides money.

Author: Ted Lea, Ted Lea, Lora Lea

Paperback: 
45 pages

Company: Trafford Publishing 

(2000-12-06)

(2006-07-06)

ISBN: 1552125378

List Price: $12.50
Amazon Price: $12.50

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A BusinessWeek and Wall Street Journal Business Bestseller

Praise for Morningstar^® Guide to Mutual Funds

“The Morningstar^® Guide to Mutual Funds helps cut through the fog with a solid volume of constructive advice.”
–John C. Bogle, founder and former CEO, The Vanguard Group

“This book is the culmination of nearly two decades of research, analysis, and good old commonsense wisdom.”
–Tyler Mathisen, financial journalist, CNBC

“A generation of investors who took the stock market for granted now know how important it is to understand–and control–their own investments. The Morningstar^® Guide should be their most important resource.”
–Terry Savage, Chicago Sun-Times financial columnist and author of The Savage Truth on Money

Author: Christine Benz, Peter Di Teresa, Russel Kinnel

Paperback: 
304 pages

Company: John Wiley & Sons 

(2004-01-12)

ISBN: 0471471410

List Price: $16.95
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Explains how funds work, and provides the background tools necessary to select funds and evaluate performance. The book outlines the stock market, bond market, asset location, index funds, variable annuities, tax considerations, and using computers and online for information and analysis.

Author: Albert J. Fredman, Russ Wiler

Paperback: 
352 pages

Company: Prentice Hall Press 

(1997-10-15)

ISBN: 013839721X

List Price: $20.00
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SOMEONE WILL MAKE MONEY ON YOUR FUNDS-WHY NOT YOU?

“This book is a treasure trove of practical research and pithy thoughts based on Gastineau’s decades of experience; a valuable guide for the thoughtful investor.”
—Harold Evensky, Chairman, Evensky, Brown & Katz

“Someone Will Make Money On Your Funds - Why Not You? will jar armchair mutual fund investors out of their PJ’s. If you think checking out your funds in Morningstar and Lipper has you covered, you best read this book.”
—Maureen Nevin Duffy, Editor/Publisher, The Turnaround Tactician

“This book is a must-read for fund investors. Gastineau carefully discusses many important factors such as taxes, capital gains overhang, trading costs, turnover, benchmark selection, active management, expense ratio, and aggressive trading by market timers. These factors significantly affect fund performance but may be ignored by investors. Gastineau goes on to build a strong case for choosing ETFs over mutual funds, especially for long-term investors. I strongly recommend this book for investors.”
—Vijay Singal, J. Gray Ferguson Professor of Finance and Chairperson of the Finance Department, Pamplin College of Business of Virginia Tech, and author of Beyond the Random Walk: A Guide to Stock Market Anomalies and Low-Risk Investing

“Gastineau’s message is very powerful. He not only challenges some conventional wisdom on investing, but truly emphasizes how to add value to a portfolio. What is unique is his ability to move quickly from the big picture to implementation strategies offering investment solutions to both investment advisors and individual investors. Portfolio adjustments discussed can potentially have significant impact on a long-term investor’s standard of living.”
—Dan Dolan, Director, Wealth Management Strategies, Select Sector SPDRs

Author: Gary L. Gastineau

Hardcover: 
296 pages

Company: Wiley 

(2005-08-31)

ISBN: 0471744824

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Everything an individual investor needs to know about bonds.

. .

The average income investor doesn’t want or need to get bogged down in technical discussions of interest rates and time. So All About Bonds and Bond Mutual Funds gives them what they wantAndshy;Andshy;a simple yet comprehensive treatment of bonds and bond funds. Along with updated bond information, this revised edition also includes new material on:

. .

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• Bond mutual funds .
• Tax-free municipal bonds .
• International bonds and bond funds .

Author: Esme Faerber

Paperback: 
342 pages

Company: McGraw-Hill 

(1999-11-16)

ISBN: 0071345078

List Price: $18.95
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Many new investors are shocked to discover there are over 8,000 different mutual funds to choose from! How do you know which fund to pick? Once you pick a fund, how do you know how well it is performing? Do you have to spend a lot of time learning about investing?

This book answers all of these questions and more. It shows how regular people can simplify their investment life and beat the pro’s results.

Jill is a new investor who knows she must start investing for her daughter’s education and her retirement. Jill turns to her nephew, a Business Major, and to William the friendly Finance Professor for advice.

With the help of her friends, Jill learns how to invest to meet her long term goals using index funds.

This entertaining book will help you to simplify your investment life and help you to achieve your long term financial goals.

Author: Dale C. Maley

Paperback: 
192 pages

Company: Artephius Publishing 

(1999-01-06)

ISBN: 0966705203

List Price: $19.95
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Are the 95 million Americans invested in mutual funds making a mistake? Will inherent problems in the fund industry keep investors from achieving their goals? “”Absolutely,”" says author and financial expert Don Wilkinson. “”Mutual funds are the road kill of American investing.”"

In Stop Wasting Your Wealth in Mutual Funds, Wilkinson throws passé investment strategy out the window to make room for the reality of a new era. According to Wilkinson, there’s a smart alternative to mutual funds-separately managed accounts, or SAMs.

In this brilliant how-to guide, Wilkinson explains that investors can gain and maintain wealth through a SAM, an individual basket of stocks or bonds. This new handbook shows how the average investor can now open a separate account for as little as $25,000-and have the account managed by a top institutional money manager through the investor’s financial advisor.

Stop Wasting Your Wealth in Mutual Funds proves to mainstream readers that they can invest like the super-rich and reap the myriad benefits of a SAM: reduced taxes, elimination of hidden fees, customized holdings, and potentially improved performance.

Packed with top-notch advice from a financial pro, Stop Wasting Your Wealth in Mutual Funds is the bible for investors seeking superior results with greater control. One of the most useful and thought-provoking investment books published this year.

Highlights In Stop Wasting Your Wealth in Mutual Funds, Don Wilkinson provides:

•Point-by-point comparisons of SAMs to mutual funds, outlining risks, benefits, and returns

•A user-friendly process for opening, customizing, and switching to a separate account from mutual funds

•A comprehensive list of financial advisors for fledgling investors

•Ways to find advisors who handle separate accounts for clients

Author: Don Wilkinson

Paperback: 
296 pages

Company: Kaplan Business 

(2005-12-01)

(2005-12-01)

ISBN: 1419520180

List Price: $19.95
Amazon Price: $7.64

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