RETIREMENT INVESTING INSTITUTE          

      education and mentoring for your retirement

 

 


 

Other Topics

Dictionary of Stock Market Terms
     Peter Wyckoff                    Prentice Hall


Barron's Dictionary of  Finance and Investment Terms
     Downes & Goodman        Barron's Educational
 

101 Mutual Fund FAQs
     Dian Vujovich          Chandler House Press


How Mutual Funds Work
     Fredman & Scott     NY Institute of Finance


Saving for Retirement Without Living Like a Pauper or Winning the Lottery

Gail MarksJarvis     Financial Times Press

De-mystifies the process; gives practical ideas on where to find the dollars.

 

How to Retire Happy
    Stan Hinden               McGraw-Hill
    (More than just investing, and not just the usual calculators or needs etc. A fine, easy read.)


Stock Market Winners: What Works And Why
   James Cloonan          Amer. Assoc. of Individual Investors


Value Averaging
    Michael Edelson        International Publishing
   (Goes beyond the usual dollar-cost averaging (buying) to include selling formulas.)


Financial Fine Print
     Michelle Leder          Wiley
   (Shows how to read footnotes in annual reports and 10-Ks to sniff out corporate trouble coming)

 

       Are You a Stock or a Bond?       
Moshe Milevsky      Pearson Education
 
(Your human capital (earning power) has a personality, which should be counterbalanced by your invested-capital asset allocation. Some people's income is like that of a civil servant or tenured professor (steady) while others are stock-like (variable), such as a salesperson or venture capitalist. Many useful graphs and tables, including re what sustainable percent of assets can be drawn down per year given your asset allocation.)