Contents

1. Overview
2. Defining Your Investment Objectives
3. Building Your Net Worth by Budgeting, Saving & Investing
4. Compounding, Inflation & Real Returns
5. Controlling the Costs of Your Investing
6. Risk, Return & Time
   • Market Risk
   • Other Types of Risk
     • Longevity & Mortality Risk
     • Health Risk
     • Event Risk
     • Tax & Policy Risk
   • Investment Return
   • Time
   • Recalling the Lessons of History
   • Predicting the Future
7. Financial Market Efficiency
   • The Efficient Market Hypothesis
   • Behavioral Finance
8. Actively vs. Passively Managed Investing
   • Actively Managed Investing
     • Market Timing
     • Security Selection
   • Passive Investing
     • Indexed Mutual Funds
     • ETFs
9. Diversifying Across Securities, Asset Classes, and Time
   • Asset Classes
     • Core Asset Classes
       • US Equities
       • Foreign Developed Equities
       • Emerging Markets Equities
       • U.S. Treasury Bonds
       • U.S. Treasury Inflation-Index Securities (TIPS)
       • Real Estate (REITs)
       • Stable Value Funds
     • Asset Classes That Individual Investors Should Avoid
       • Absolute Return
       • Investment-Grade Corporate Bonds
       • High-Yield (Junk) Bonds
       • Tax-Exempt Bonds
       • Foreign Bonds
       • Asset Backed Securities
       • Hedge Funds
       • Leveraged Buyouts
       • Private Equity & Venture Capital
       • Precious Metal Equities
   • Asset Allocation
   • Advanced Portfolio Optimization
     • Modern Portfolio Theory
     • Factor Investing
   • Value Averaging
     • Dollar Cost Averaging
     • Rebalancing Your Portfolio
   • Housing Wealth
10. Income Protection
    • Health Insurance
    • Disability Insurance
    • Life Insurance
    • Annuities
      • Fixed Annuities
      • Variable & Equity-Indexed Annuities
11. Estate Planning
    • Wills
    • Trusts
    • Charitable Giving
12. Investment Resources

Updated on October 18th, 2019