Table of Contents
Introduction 1
Book 1: Getting Started with Investing 5
Chapter 1: Exploring Your Investment Choices 7
Chapter 2: Weighing Risks and Returns 17
Chapter 3: The Workings of Stock and Bond Markets 37
Book 2: Investing in Your 20s and 30s 49
Chapter 1: Using Investments to Accomplish Your Goals 51
Chapter 2: Minimizing Your Taxes When Investing 61
Chapter 3: Laying Out Your Financial Plans 71
Chapter 4: Starting Out with Bank and Credit Union Accounts 85
Book 3: Checking Out Stock Investing 97
Chapter 1: Gathering Information on Stocks 99
Chapter 2: Investing for Long-Term Growth 117
Chapter 3: Investing for Income and Cash Flow 127
Chapter 4: Using Basic Accounting to Choose Winning Stocks 141
Book 4: Looking at Bond Investing 159
Chapter 1: Bond Fundamentals 161
Chapter 2: All about the Interest 177
Chapter 3: Checking Out Types of Bonds 197
Chapter 4: Investing (Carefully!) in Individual Bonds 213
Chapter 5: Picking a Bond Fund That Will Serve You for Life 225
Book 5: Moving on to Mutual Funds and Exchange-Traded Funds 233
Chapter 1: Considering Mutual Funds’ Pros and Cons 235
Chapter 2: Finding the Best Mutual Funds 251
Chapter 3: Buying Mutual Funds from the Best Firms 267
Chapter 4: What the Heck Is an ETF, Anyway? 279
Chapter 5: Risk Control, Diversification, and Other Things to Know about ETFs 301
Book 6: Investing Online 313
Chapter 1: Getting Ready for Online Investing 315
Chapter 2: Getting Your Device Ready for Online Investing 325
Chapter 3: Connecting with an Online Broker 347
Chapter 4: Entering and Executing Trades 371
Book 7: Introducing Fundamental Analysis 383
Chapter 1: Understanding Fundamental Analysis 385
Chapter 2: Getting Up to Speed with Fundamental Analysis 395
Chapter 3: Gaining an Edge with Fundamental Analysis 413
Chapter 4: Getting Your Hands on Fundamental Data 431
Book 8: Investing in Real Estate 449
Chapter 1: Evaluating Real Estate as an Investment 451
Chapter 2: Covering Common Real Estate Investments 469
Chapter 3: Identifying Sources of Capital 489
Chapter 4: Location, Location, Value 497
Book 9: Investing in Trends 527
Chapter 1: Taking the Nickel Tour of Cannabis Investing 529
Chapter 2: The Political, Cultural, and Regulatory Landscape of Cannabis Investing 545
Chapter 3: What Is a Cryptocurrency? 563
Chapter 4: How Cryptocurrencies Work 573
Chapter 5: Entering the World of ESG Investing 585
Index 601
ntroduction 1
Book 1: Getting Started with Investing 5
Chapter 1: Exploring Your Investment Choices 7
Chapter 2: Weighing Risks and Returns 17
Chapter 3: The Workings of Stock and Bond Markets 37
Book 2: Investing in Your 20s and 30s 49
Chapter 1: Using Investments to Accomplish Your Goals 51
Chapter 2: Minimizing Your Taxes When Investing 61
Chapter 3: Laying Out Your Financial Plans 71
Chapter 4: Starting Out with Bank and Credit Union Accounts 85
Book 3: Checking Out Stock Investing 97
Chapter 1: Gathering Information on Stocks 99
Chapter 2: Investing for Long-Term Growth 117
Chapter 3: Investing for Income and Cash Flow 127
Chapter 4: Using Basic Accounting to Choose Winning Stocks 141
Book 4: Looking at Bond Investing 159
Chapter 1: Bond Fundamentals 161
Chapter 2: All about the Interest 177
Chapter 3: Checking Out Types of Bonds 197
Chapter 4: Investing (Carefully!) in Individual Bonds 213
Chapter 5: Picking a Bond Fund That Will Serve You for Life 225
Book 5: Moving on to Mutual Funds and Exchange-Traded Funds 233
Chapter 1: Considering Mutual Funds’ Pros and Cons 235
Chapter 2: Finding the Best Mutual Funds 251
Chapter 3: Buying Mutual Funds from the Best Firms 267
Chapter 4: What the Heck Is an ETF, Anyway? 279
Chapter 5: Risk Control, Diversification, and Other Things to Know about ETFs 301
Book 6: Investing Online 313
Chapter 1: Getting Ready for Online Investing 315
Chapter 2: Getting Your Device Ready for Online Investing 325
Chapter 3: Connecting with an Online Broker 347
Chapter 4: Entering and Executing Trades 371
Book 7: Introducing Fundamental Analysis 383
Chapter 1: Understanding Fundamental Analysis 385
Chapter 2: Getting Up to Speed with Fundamental Analysis 395
Chapter 3: Gaining an Edge with Fundamental Analysis 413
Chapter 4: Getting Your Hands on Fundamental Data 431
Book 8: Investing in Real Estate 449
Chapter 1: Evaluating Real Estate as an Investment 451
Chapter 2: Covering Common Real Estate Investments 469
Chapter 3: Identifying Sources of Capital 489
Chapter 4: Location, Location, Value 497
Book 9: Investing in Trends 527
Chapter 1: Taking the Nickel Tour of Cannabis Investing 529
Chapter 2: The Political, Cultural, and Regulatory Landscape of Cannabis Investing 545
Chapter 3: What Is a Cryptocurrency? 563
Chapter 4: How Cryptocurrencies Work 573
Chapter 5: Entering the World of ESG Investing 585
Index 601
ntroduction 1
Book 1: Getting Started with Investing 5
Chapter 1: Exploring Your Investment Choices 7
Chapter 2: Weighing Risks and Returns 17
Chapter 3: The Workings of Stock and Bond Markets 37
Book 2: Investing in Your 20s and 30s 49
Chapter 1: Using Investments to Accomplish Your Goals 51
Chapter 2: Minimizing Your Taxes When Investing 61
Chapter 3: Laying Out Your Financial Plans 71
Chapter 4: Starting Out with Bank and Credit Union Accounts 85
Book 3: Checking Out Stock Investing 97
Chapter 1: Gathering Information on Stocks 99
Chapter 2: Investing for Long-Term Growth 117
Chapter 3: Investing for Income and Cash Flow 127
Chapter 4: Using Basic Accounting to Choose Winning Stocks 141
Book 4: Looking at Bond Investing 159
Chapter 1: Bond Fundamentals 161
Chapter 2: All about the Interest 177
Chapter 3: Checking Out Types of Bonds 197
Chapter 4: Investing (Carefully!) in Individual Bonds 213
Chapter 5: Picking a Bond Fund That Will Serve You for Life 225
Book 5: Moving on to Mutual Funds and Exchange-Traded Funds 233
Chapter 1: Considering Mutual Funds’ Pros and Cons 235
Chapter 2: Finding the Best Mutual Funds 251
Chapter 3: Buying Mutual Funds from the Best Firms 267
Chapter 4: What the Heck Is an ETF, Anyway? 279
Chapter 5: Risk Control, Diversification, and Other Things to Know about ETFs 301
Book 6: Investing Online 313
Chapter 1: Getting Ready for Online Investing 315
Chapter 2: Getting Your Device Ready for Online Investing 325
Chapter 3: Connecting with an Online Broker 347
Chapter 4: Entering and Executing Trades 371
Book 7: Introducing Fundamental Analysis 383
Chapter 1: Understanding Fundamental Analysis 385
Chapter 2: Getting Up to Speed with Fundamental Analysis 395
Chapter 3: Gaining an Edge with Fundamental Analysis 413
Chapter 4: Getting Your Hands on Fundamental Data 431
Book 8: Investing in Real Estate 449
Chapter 1: Evaluating Real Estate as an Investment 451
Chapter 2: Covering Common Real Estate Investments 469
Chapter 3: Identifying Sources of Capital 489
Chapter 4: Location, Location, Value 497
Book 9: Investing in Trends 527
Chapter 1: Taking the Nickel Tour of Cannabis Investing 529
Chapter 2: The Political, Cultural, and Regulatory Landscape of Cannabis Investing 545
Chapter 3: What Is a Cryptocurrency? 563
Chapter 4: How Cryptocurrencies Work 573
Chapter 5: Entering the World of ESG Investing 585
Index 601
ntroduction 1
Book 1: Getting Started with Investing 5
Chapter 1: Exploring Your Investment Choices 7
Chapter 2: Weighing Risks and Returns 17
Chapter 3: The Workings of Stock and Bond Markets 37
Book 2: Investing in Your 20s and 30s 49
Chapter 1: Using Investments to Accomplish Your Goals 51
Chapter 2: Minimizing Your Taxes When Investing 61
Chapter 3: Laying Out Your Financial Plans 71
Chapter 4: Starting Out with Bank and Credit Union Accounts 85
Book 3: Checking Out Stock Investing 97
Chapter 1: Gathering Information on Stocks 99
Chapter 2: Investing for Long-Term Growth 117
Chapter 3: Investing for Income and Cash Flow 127
Chapter 4: Using Basic Accounting to Choose Winning Stocks 141
Book 4: Looking at Bond Investing 159
Chapter 1: Bond Fundamentals 161
Chapter 2: All about the Interest 177
Chapter 3: Checking Out Types of Bonds 197
Chapter 4: Investing (Carefully!) in Individual Bonds 213
Chapter 5: Picking a Bond Fund That Will Serve You for Life 225
Book 5: Moving on to Mutual Funds and Exchange-Traded Funds 233
Chapter 1: Considering Mutual Funds’ Pros and Cons 235
Chapter 2: Finding the Best Mutual Funds 251
Chapter 3: Buying Mutual Funds from the Best Firms 267
Chapter 4: What the Heck Is an ETF, Anyway? 279
Chapter 5: Risk Control, Diversification, and Other Things to Know about ETFs 301
Book 6: Investing Online 313
Chapter 1: Getting Ready for Online Investing 315
Chapter 2: Getting Your Device Ready for Online Investing 325
Chapter 3: Connecting with an Online Broker 347
Chapter 4: Entering and Executing Trades 371
Book 7: Introducing Fundamental Analysis 383
Chapter 1: Understanding Fundamental Analysis 385
Chapter 2: Getting Up to Speed with Fundamental Analysis 395
Chapter 3: Gaining an Edge with Fundamental Analysis 413
Chapter 4: Getting Your Hands on Fundamental Data 431
Book 8: Investing in Real Estate 449
Chapter 1: Evaluating Real Estate as an Investment 451
Chapter 2: Covering Common Real Estate Investments 469
Chapter 3: Identifying Sources of Capital 489
Chapter 4: Location, Location, Value 497
Book 9: Investing in Trends 527
Chapter 1: Taking the Nickel Tour of Cannabis Investing 529
Chapter 2: The Political, Cultural, and Regulatory Landscape of Cannabis Investing 545
Chapter 3: What Is a Cryptocurrency? 563
Chapter 4: How Cryptocurrencies Work 573
Chapter 5: Entering the World of ESG Investing 585
Index 601
