Eric Tyson - Investing All-in-One For Dummies

Investing All-in-One For Dummies®, 2nd Edition

Published by: John Wiley & Sons, Inc.,111 River Street, Hoboken, NJ 07030-5774, www.wiley.com

Copyright © 2022 by Eric Tyson and John Wiley & Sons, Inc., Hoboken, New Jersey

Published simultaneously in Canada

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Library of Congress Control Number: 2022933655

ISBN 978-1-119-87303-7 (pbk); ISBN 978-1-119-87304-4 (ebk); ISBN 978-1-119-87305-1 (ebk)

1 Cover

2 Title Page

3 Copyright

4 Introduction About This Book Foolish Assumptions Icons Used in This Book Beyond the Book Where to Go from Here

5 Book 1: Getting Started with Investing Chapter 1: Exploring Your Investment Choices Getting Started with Investing Building Wealth with Ownership Investments Generating Income from Lending Investments Considering Cash Equivalents Choosing Where to Invest and Get Advice Chapter 2: Weighing Risks and Returns Evaluating Risks Analyzing Returns Compounding Your Returns Chapter 3: The Workings of Stock and Bond Markets How Companies Raise Money through the Financial Markets Understanding Financial Markets and Economics

6 Book 2: Investing in Your 20s and 30s Chapter 1: Using Investments to Accomplish Your Goals Setting and Prioritizing Your Shorter-Term Goals Investing in Retirement Accounts Chapter 2: Minimizing Your Taxes When Investing Understanding Investment Taxes Reducing Your Taxes When Selling Investments Chapter 3: Laying Out Your Financial Plans First Priorities: Paying Off High-Cost Debt and Building a Safety Reserve What about Paying Down Other Debts? Sorting Out Your Financial Plans Knowing the Impact of Investing for College Costs Securing Proper Insurance Chapter 4: Starting Out with Bank and Credit Union Accounts Understanding FDIC Bank Insurance Investing in Banking Account and Savings Vehicles Negotiating with Bankers Feeling Secure with Your Bank Exploring Alternatives to Bank Accounts

7 Book 3: Checking Out Stock Investing Chapter 1: Gathering Information on Stocks Looking to Stock Exchanges for Answers Grasping the Basics of Accounting and Economics Staying on Top of Financial News Reading (And Understanding) Stock Tables Using News about Dividends Evaluating Investment Tips Chapter 2: Investing for Long-Term Growth Becoming a Value-Oriented Growth Investor Choosing Growth Stocks with a Few Handy Tips Chapter 3: Investing for Income and Cash Flow Understanding the Basics of Income Stocks Analyzing Income Stocks Exploring Some Typical Income Stocks Chapter 4: Using Basic Accounting to Choose Winning Stocks Recognizing Value When You See It Accounting for Value

8 Book 4: Looking at Bond Investing Chapter 1: Bond Fundamentals Understanding What Makes a Bond a Bond Why Hold Bonds? Introducing the Major Players in the Bond Market Buying Solo or Buying in Bulk The Triumphs and Failures of Fixed-Income Investing Realizing How Crucial Bonds Are Today Viewing Recent Developments, Largely for the Better Chapter 2: All about the Interest The Tricky Business That Is Calculating Rates of Return Measuring the Desirability of a Bond Understanding Yield Recognizing Total Return (This Is What Matters Most!) Measuring the Volatility of Your Bond Holdings Returning to the Bonds of Babylonia Chapter 3: Checking Out Types of Bonds Exploring the Many Ways of Investing with Uncle Sam Industrial Returns: Corporate Bonds Lots of Protection, a Touch of Confusion: Agency Bonds Banking Your Money on Other People’s Mortgages (Almost) Tax-Free Havens: Municipal Bonds Chapter 4: Investing (Carefully!) in Individual Bonds Navigating Today’s Individual Bond Market Dealing with Brokers and Other Financial Professionals Doing It Yourself Online Perfecting the Art of Laddering Chapter 5: Picking a Bond Fund That Will Serve You for Life Defining the Basic Kinds of Funds What Matters Most in Choosing a Bond Fund of Any Sort

9 Book 5: Moving on to Mutual Funds and Exchange-Traded Funds Chapter 1: Considering Mutual Funds’ Pros and Cons Introducing Mutual Funds and Exchange-Traded Funds Getting a Grip on Funds Opting for Mutual Funds Addressing the Drawbacks Chapter 2: Finding the Best Mutual Funds Evaluating Gain-Eating Costs Weighing Performance and Risk Recognizing Manager Expertise Chapter 3: Buying Mutual Funds from the Best Firms Finding the Best Buys Discount Brokers: Mutual Fund Supermarkets Places to Pass By Chapter 4: What the Heck Is an ETF, Anyway? The Nature of the Beast Choosing between the Classic and the New Indexes Preferring ETFs over Individual Stocks Distinguishing ETFs from Mutual Funds Why the Big Boys Prefer ETFs Why Individual Investors Are Learning to Love ETFs Getting the Professional Edge Passive versus Active Investing: Your Choice Do ETFs Belong in Your Life? Chapter 5: Risk Control, Diversification, and Other Things to Know about ETFs Risk Is Not Just a Board Game Smart Risk, Foolish Risk How Risk Is Measured Mixing and Matching Your Stock ETFs