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

Probable Outcomes
     Ed Easterling        Cypress House
What percent of your retirement assets can you draw out annually? This
important book makes the case you could run out of money all too easily
by drawing the 4.3% popularly cited by planners.  Strong case from market
history that in 2011 stocks are considerably overvalued, which implies future
returns in equities will be below the famed long-term 10% average. Surprise:
best long-term results occur for those retiring when stock market is low!


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.)