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Investment Industry Claims Debunked = Smart Personal Finance Management For Ordinary Folks, Before and After Retirement /

紀錄類型:	書目-語言資料,印刷品 : Monograph/item
正題名/作者:	Investment Industry Claims Debunked/ by Robert P. Kurshan.
其他題名:	Smart Personal Finance Management For Ordinary Folks, Before and After Retirement /
作者:	Kurshan, Robert P.
面頁冊數:	XXI, 362 p. 1 illus.online resource. :
Contained By:	Springer Nature eBook
標題:	Financial services industry. -
電子資源:	https://doi.org/10.1007/978-3-030-76709-9
ISBN:	9783030767099

Investment Industry Claims Debunked = Smart Personal Finance Management For Ordinary Folks, Before and After Retirement /
Kurshan, Robert P.

Investment Industry Claims DebunkedSmart Personal Finance Management For Ordinary Folks, Before and After Retirement /[electronic resource] :by Robert P. Kurshan. - 1st ed. 2022. - XXI, 362 p. 1 illus.online resource.

Chapter 1: How To Get Richer -- Chapter 2 Deciding What To Invest In -- Chapter 3: Understanding Risk -- Chapter 4: How Much to Hold In Fixed Income Investments -- Chapter 5: When to Exchange Equity for Fixed Income Investments -- Chapter 6: Calculating Spending -- Chapter 7: Insurance Mediates Risk -- Chapter 8: Fraud deterrence -- Chapter 9: General Investment Issues -- Chapter 10: Can I afford to retire -- Chapter 11: Investments After Retirement -- Part I: For the U.S. Investor -- Chapter 12: Pre-Retirement Investment -- Chapter 13: Tax-advantaged savings in retirement -- Chapter 14: Tax relief for education and gifts -- Chapter 15: Optimizing Social Security -- Chapter 16: Healthcare -- Chapter 17: Pensions -- Chapter 18: The Looming Retirement Crisis -- Appendices -- References -- Index.

This book is for people who want to know what to do with the money they save: so that it’s there when they need it — to buy a home, pay for college, etc. — but also grows enough so they don’t outlive it. The investment industry is ﬁxated on the importance of maintaining a “balance” of stocks and bonds, shifting to more bonds as one ages. This book challenges this belief by arguing that what’s actually important is to have just enough bonds and cash to support spending needs from a stable source, and to replenish these through the sale of stocks at propitious times when the stock market is not depressed. It features simple mathematical calculations, an explanation of basic financial objects like stocks, bonds, ladders, CDs, ETFs, or annuities, a discussion of how to evaluate financial risk, examinations of insurance, fraud deterrence, dollar cost averaging, benefits of a mortgage, risks of a pension, and general advice about healthcare. Although the book is written to be accessible to those with little or no prior knowledge of ﬁnance, the studies and conclusions presented here beneﬁt a multitude of financial investors.

ISBN: 9783030767099

Standard No.: 10.1007/978-3-030-76709-9doiSubjects--Topical Terms:

570048
Financial services industry.

LC Class. No.: HG1501-3550

Dewey Class. No.: 332.17

Investment Industry Claims Debunked = Smart Personal Finance Management For Ordinary Folks, Before and After Retirement /
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