Money & Capital Markets


Peter S. Rose - 1989
    This book discuses various major types of financial institutions and financial instruments present along with how and why the system of money and capital markets is changing. It also provides a descriptive explanation of how interest rates and security values are determined.

Stock Trading: Tips for Trading Stocks - From Stock Trading For Beginners To Stock Trading Strategies (Stock Trading Systems Book 1)


Carl Robertts - 2014
    They follow a tested and proven set of rules which help them trade effectively. This stock trading book contains many time-tested stock trading tips/rules/guidelines gathered from numerous successful traders from all over the world. One of the most effective ways to become successful in any endeavor is to “model” yourself after those who are already successful. The tips/rules/guidelines will not only help to get you on the right path to successful stock trading, but help to keep you on the right path. These useful tips are arranged based on a variety of stock trading topics for your quick and easy reference. This book was designed as a collection of trading tips as a brief introduction to stock trading for beginners. If you are an experienced and successful trader then you are already putting into practice the information found inside this book. If you are new to trading stock, however, there are tips/rules/guidelines to help you in a number of different areas. If you are interested in more in-depth coverage of stock trading, please check out my other more advanced books in my Stock Trading Systems series. Create A Simple StockTrading Plan - As the old saying goes, "if you fail to plan, then you plan to fail". Included are some basic guidelines to help you quickly and easily create a basic stock trading plan. Stock Investing and Stock Day Trading - Whether you are interested in longer-term investing or shorter-term trading there are plenty of timely, useful trading tips for you. Stock Trading Strategies - Learn the basics of stock trading strategies and why they are critical to your trading success. Stock Trading Basics - This section of the stock trading guide contains a wide variety of solid trading tips and serves as an excellent reference. Stock Trading Myths - Some of the things you will hear about stock trading are just plain nonsense. Learn about some common stock market myths that may already be costing you money. Money Management - Learn the power of money management. Money management is the one key ingredient that can multiply your profits without multiplying your risk level. Stock Trading Discipline - Learn the importance of trading discipline and why it is absolutely essential for your success. Inside you will also find tips/rules/guidelines ranging from tips on getting started in stock trading to tips on such important topics as stock trading strategies, day trading stock, and much, much more. You Can Read this book on your PC, Mac, Kindle device, Tablet, and even your SmartPhone! Download this Kindle book and start to improve your stock trading today!

Investing in Real Estate


Andrew James McLean - 1988
    Successful real estate investor Gary Eldred shows you how you can outperform the stock market by investing in residential real estate--the surest and safest way to build assets. This updated edition covers all the new trends and tactics in real estate investing, including how to shop for properties outside your home market and how to use option arms to achieve positive cash flow. As always, you'll find all the information you need to start investing now, as well as up-to-date tips on negotiating deals, spotting market trends, and using the Internet as a research tool to find and buy properties. Let the authors show you how to: * Buy with a low or no-money down payment* Build wealth without paying income taxes* Find the neighborhoods and properties that will appreciate fastest* Add value to your properties with smart improvements* Choose the best financing for your investments* Protect your net worth with LLCs and other legal strategies Whether you need money for your child's college tuition, a prosperous retirement, or a higher quality of life, Investing in Real Estate, Fifth Edition is the best guide available to help you start building real wealth right now.

The Bullish Case for Bitcoin


Vijay Boyapati - 2021
    

Family Inc.: Using Business Principles to Maximize Your Family's Wealth


Douglas P McCormick - 2016
    is a roadmap to financial security for the family CFO. Too much personal wealth management advice essentially boils down to goal-setting, which isn't helpful or effective in terms of overall financial planning. This book takes a different track, giving you a crash course in corporate finance and the tools to apply the field's proven, time-tested principles in the context of your family's financial situation. You'll learn the key principles of wealth creation and management, and learn how to make your intellectual and real capital work for you. Your family situation is unique, and your principles must sometimes differ from the standard financial advice--and that's okay. Life is not a template, and even the best strategy must be able to adapt to real-life situations. You'll learn to chart your own path to financial security, utilizing the author's own tools that he developed over 15 years as an active board member, chairman of the board, or chief financial officer of multiple companies.Oversimplified wealth management advice does not leave you equipped to manage your real-world finances. This guide is written with intellectual rigor, but in the language of family discussion, to give you a real, practical guide to being an effective family CFO.Create your own financial prosperity and security Align financial acumen with your family's specific situation Adapt to real-world situations and make your financial advisor work for youUtilize powerful financial tools to help you build financial independence Every family needs a CFO to manage wealth, and the principles of corporate finance apply from the boardroom to the living room. Family Inc. delivers actionable advice in the form of CFO training to help you plot a real-world family financial plan.

The Complete Guide to Option Selling: How Selling Options Can Lead to Stellar Returns in Bull and Bear Markets


James Cordier - 2004
    The strategy of buy-and-hold has been replaced by buy-and-hope. Trying to grow your assets means worrying about how the next geopolitical crisis or government announcement will affect your portfolio. In an age of stunted economics and uncertain interest rates, attempting to guess market direction can seem futile.The good news is, you don't have to anymore. There is a better way to invest. It's time to borrow a page from the pros and radically change your entire philosophy to building a solid, high-yielding portfolio.The Complete Guide to Option Selling takes you through the process step by step. Updated to help you draw steady, high pro ts in an age of skittish markets, this classic text covers the ins and outs of:The Fundamentals of Option Selling Why writing options works so well, what kind of investor writes options, and how futures options could be the missing piece to your puzzleOption-Selling Strategy and Risk Management Choosing the right options to sell, the most powerful spread strategies, the mechanics of selling, and protecting yourself from downside risk like a proMarket Analysis and Writing Options How to find the best markets to take premium, the secret of seasonal trends, and tips on building your premium ladder You don't need a fancy Greek calculator to succeed in writing options. All you need is a little knowledge, a lot of common sense, and The Complete Guide to Option Selling.PRAISE FOR THE COMPLETE GUIDE TO OPTION SELLING: "A must-read. Cordier and Gross have covered all the bases in this book about the (arguably) best option strategy--writing options." -- LAWRENCE MCMILLAN, bestselling author of Options as a Strategic Investment and editor of The Option Strategist Newsletter and Daily Volume Alerts"The Complete Guide to Option Selling offers investors a truly unique, practical, and valuable perspective into another dimension of option strategy. A very cool book and interesting angle!" -- JARED A. LEVY, risk manager and author of Your Options Handbook and The Bloomberg Visual Guide to Options"James and Michael not only have an excellent ability to analyze market fundamentals, but more importantly, to design the appropriate option strategy to take advantage of their market outlook." -- DANIEL P. COLLINS, editor-in-Chief, Futures Magazine"The Complete Guide to Option Selling is an excellent reminder that selling options is less stressful and more forgiving than traditional direction trading strategies. This book has what it takes and is valuable to both novice and experienced traders." -- JACK WALKER, author of Volatility Trading Digest"Cordier and Gross comprehensively and convincingly demonstrate how options selling strategies can function not only as a facile income-producing technique but also as a performance-based investment strategy all on their own." -- GIL MORALES, Managing director of MoKa investors, LLC, and coauthor of the bestselling books Trade Like an O'Neil Disciple, How to Make Money Selling Stocks Short, and In the Cockpit with the O'Neil Disciples

Women & Money: Owning the Power to Control Your Destiny


Suze Orman - 2005
    With her signature mix of insight, compassion, and soul-deep recognition, she equips women with the financial knowledge and emotional awareness to overcome the blocks that have kept them from making more out of the money they make. At the center of the book is The Save Yourself Plan--a streamlined, five-month program that delivers genuine long-term financial security. But what's at stake is far bigger than money itself: It's about every woman's sense of who she is and what she deserves, and why it all begins with the decision to save yourself. Join the Movement to Save Yourself with this Unprecedented Offer to Readers of Women & Money: Suze Orman believes that having an account of your own is the cornerstone of long-term financial security, and so she has begun a national movement called Save Yourself to turn this wish--that every woman have an account in her own name--into a reality. She is joined in this crusade by the financial brokerage firm TD Ameritrade, which has come up with an extraordinary offer for readers of WOMEN & MONEY. Follow Suze's Save Yourself Plan and open an account in your name with TD Ameritrade. Commit to an automatic deposit of at least $50 per month for twelve consecutive months, and TD Ameritrade will provide the incentive in the form of a $100 deposit into your account in the thirteenth month. In other words, you save $600 or more over the course of a year, and TD Ameritrade will reward that effort with a $100 bonus. Learn more inside the book or at www.saveyourself.com.Offer valid for one new TD AMERITRADE account (non-retirement) opened between 2/27/07 and 3/31/08, and funded by 12 monthly consecutive automatic electronic deposits of $50 or more. First $50 must be deposited within 30 days of opening account. To be eligible, you must be a U.S. resident aged 18 or older. See www.saveyourself.com for obligations and limitations and to accept this offer. This is not an offer or solicitation in any jurisdiction where TD AMERITRADE is not authorized to do business. Random House, Inc., does not endorse, is not associated with, and has no responsibility for the TD AMERITRADE offer. TD AMERITRADE, Random House, Inc., and Suze Orman are separate and not affiliated, and each of them is not responsible for the services and information provided by the other(s). TD AMERITRADE, Inc., member NASD/SIPC.

Black Edge: Inside Information, Dirty Money, and the Quest to Bring Down the Most Wanted Man on Wall Street


Sheelah Kolhatkar - 2017
    Cohen changed Wall Street. He and his fellow pioneers of the hedge fund industry didn't lay railroads, build factories, or invent new technologies. Rather, they made their billions through speculation, by placing bets in the market that turned out to be right more often than wrong and for this, they gained not only extreme personal wealth but formidable influence throughout society. Hedge funds now oversee more than $3 trillion in assets, and the competition between them is so fierce that traders will do whatever they can to get an edge.Cohen was one of the industry's biggest success stories, the person everyone else in the business wanted to be. Born into a middle-class family on Long Island, he longed from an early age to be a star on Wall Street. He mastered poker in high school, went off to Wharton, and in 1992 launched the hedge fund SAC Capital, which he built into a $15 billion empire, almost entirely on the basis of his wizard like stock trading. He cultivated an air of mystery, reclusiveness, and excess, building a 35,000-square-foot mansion in Greenwich, Connecticut, flying to work by helicopter, and amassing one of the largest private art collections in the world. On Wall Street, Cohen was revered as a genius: one of the greatest traders who ever lived.That image was shattered when SAC Capital became the target of a sprawling, seven-year investigation, led by a determined group of FBI agents, prosecutors, and SEC enforcement attorneys. Labeled by prosecutors as a magnet for market cheaters whose culture encouraged the relentless pursuit of edge and even black edge, which is inside information SAC Capital was ultimately indicted and pleaded guilty to charges of securities and wire fraud in connection with a vast insider trading scheme, even as Cohen himself was never charged.Black Edge offers a revelatory look at the gray zone in which so much of Wall Street functions. It's a riveting, true-life legal thriller that takes readers inside the government's pursuit of Cohen and his employees, and raises urgent and troubling questions about the power and wealth of those who sit at the pinnacle of modern Wall Street.

The Intelligent REIT Investor: How to Build Wealth with Real Estate Investment Trusts


Stephanie Krewson-Kelly - 2016
    Later this year, the REIT industry will experience a watershed event when Standard & Poors creates a new Global Industry Classification Standard (GICS) sector called Real Estate. On September 1st, publicly traded equity REITs will be removed from Financials, where they have been classified since their creation in 1960, and begin trading as their own S&P Sector. This separation from banks and financial institutions already is attracting new investors, but REITs require an industry-specific knowledge that is neither intuitive or readily accessible to newcomers—until now. Using straightforward language and simple example to illustrate important concepts, this book will enable any reader to quickly learn and understand the lexicon and valuation techniques used in REIT investing, providing a wealth of practical resources that streamline the learning process. The discussion explains terminology, metrics, and other key points, while examples illustrate the calculations used to evaluate opportunities. A comprehensive list of publicly-traded REITs provides key reference, giving you access to an important resource most investors and stockbrokers lack. REITs are companies that own or finance commercial rental properties, such as malls and apartment buildings. Despite historically high total returns relative to other investments, such as the Nasdaq or S&P 500 index, most investors are unfamiliar with the REIT industry, and wary of investing without adequate background. This book gets you up to speed on the essentials of REIT investing so you can make more informed—and profitable—decisions. Understand REITs processes, mechanisms, and industry Calculate key metrics to identify suitable companies Access historical performance tables and industry-specific terminology Identify publicly-traded REITs quickly and easily REITs have consistently outperformed many more widely known investments. Over the past 15-year period, for example, REITs returned an average of 11% per year, better than all other asset classes. Since 2009, REITs have enjoyed positive returns; large cap stocks and cash are the only other classes that paralleled that record. Even in 2015, a 'year of fear' related to rising rates, REITs returned 2.4%, beating most all other asset classes. REITs have a long history (over fifty years) of performance, and are about to enter the big leagues. If you feel like you've been missing out, don't keep missing out. Prepare yourself, and your portfolio, to benefit from the demand for REITs that will follow the creation of a Real Estate GICS sector. The Intelligent REIT Investor gives you the information you need to invest wisely and manage your real estate risk effectively. By maintaining a tactical exposure in the brick and mortar asset class, investors should benefit from the information contained in The Intelligent REIT Investor. Join the REIT world and look forward to owning stocks that will help you to sleep well at night.

Live on Less, Invest the Rest: A Plain English workbook for sorting out your personal finances, once and for all.


Andrew Craig - 2020
    

Direct Path to the CFA Charter: Savvy, Proven Strategies for Passing Your Chartered Financial Analyst Exams


Rachel Bryant - 2014
    This is no ordinary "how-to" manual for CFA candidates. Written by an internationally published author who passed all three CFA exams on the first try, this book is packed with real strategies that get real results. What tactics make the difference? How do passing candidates set themselves apart? Direct Path to the CFA Charter enables you to adopt the right methods and strategies to pass the exams the first time around. With actionable takeaways, sample study schedules, and unique tips for every CFA Level, this book is for the serious candidate who not only wants to understand the CFA Program, but succeed in it.

The All-Weather Retirement Portfolio: Your post-retirement investment guide to a worry-free income for life


Randy L. Thurman - 2014
     In this book you’ll find: • 9 steps to build a portfolio that will survive the Perfect Financial Storm, so you can stop worrying about the economy, the latest financial catastrophe, or what the market did today • 2 questions you must answer before you invest another dime • Why investing after you retire is radically different from investing while you’re still working • The life expectancy of 6 key types of investments—and what you can do to make them last as long as you do • The 10 essential questions you must ask a financial advisor—before you hire one • The exact amount of money you can withdraw without worry or guilt, knowing you’ve applied the best available research to ensure you’ll never run out of money “Thurman takes a subject that is often misunderstood, and provides you the reasons, the methods, and an understanding of what you can expect to achieve, so you can invest with confidence.” –Jimmy J. Williams, CFP®, CPA/PFS CEO/President of Compass Capital Management, LLC “A must for anyone thinking of retiring or recently retired!” –Stan Toler, bestselling author of The Secret Blend

Zeckendorf: The autobiography of the man who played a real-life game of Monopoly and won the largest real estate empire in history.


William Zeckendorf - 1970
    Figuring with supersonic speed and an uncanny flair for making money, the flamboyant impresario bought and sold property, remodeled whole sections of New York, Denver, Washington, Montreal and Dallas, and moved the UN, the capital of the world, to New York. At the peak of his power, William Zeckendorf was a man with the Midas touch in an age of computers. From his windowless teakwood igloo office set in a white marble lobby, William Zeckendorf played a real-life game of Monopoly and won the largest real estate empire in the world - so large, in fact, that Wall Street tottered when he went bankrupt. And bankrupt he was, but never in spirit. An autobiography bursting with vitality, enthusiasm and financial know-how, Mr. Zeckendorf reveals himself as a visionary whose creativeness and sense of adventure are matched only by his unalloyed joy at being able to successfully juggle a dozen incredibly complicated transactions at once. The spectacular Mr. Zeckendorf, who has fished for piranhas in South America and sold ships to the Greeks at profit, comes to life in this autobiography. You will not want to miss meeting him.

Discussion Materials: Tales of a Rookie Wall Street Investment Banker


Bill Keenan - 2020
    His spacious office looked out onto New York Harbor. “Bust,” said the vice president, a younger, douchier version of Widow’s Peak. He slashed his red ballpoint pen across the sheet and flipped to the next page. “Walk me through the debt paydown and your interest rate assumptions,” continued the VP. “Pretty dovish view. Maybe the Fed knows what they’re doing after all,” said Widow’s Peak. He shot a glance at the VP. They shared a chuckle—at what, I couldn’t tell you. This question about interest rates I knew: Dovish, I thought. Doves fly south for the winter, so dovish is downwards…low interest rates— “We’re running short on time,” said Widow’s Peak. He flipped to the cover page of my presentation. “One final point—all pitch decks should have the same title.” “Since this presentation was geared towards an LBO analysis I was thinking—” “No thinking. All decks—same title—Discussion Materials.” Noted.Discussion Materials gives the reader an honest look at Wall Street from someone in the trenches. After graduating from Columbia Business School, Bill Keenan joined Deutsche Bank’s investment banking division as an associate where despotic superiors (and the blinking red light of his BlackBerry) instilled low-level terror on an hourly basis. You’ll join him in his cubicle on the 44th floor of 60 Wall Street as he scrambles to ensure floating bar charts are the correct shade of orange and all numbers are left-aligned, but whatever you do, don’t ask him what any of it means. Leaning heavily on his fellow junior bankers and the countless outsourcing resources the bank employs, he slowly develops proficiency at the job, eventually gaining traction and respect, one deal at a time, over a two-year span, ultimately cementing his legacy in the group by attaining the unattainable: placing a dinner order on Seamless one Sunday night at work from Hwa Yuan Szechuan amounting to $25.00 (tax and tip included), the bank’s maximum allowance for meals—the perfect order.

Stock Investing For Beginners: How To Buy Your First Stock And Grow Your Money


John Roberts - 2017
     What was his secret, everyone wondered? And the answer turned out to be pretty basic. Because, besides being industrious and frugal, which you may have guessed, he had invested in the stock market throughout the years. This is actually not as surprising as it may sound. According to a recent World Wealth Report, the wealthy invest the largest part of their money into stocks and businesses. Our wise janitor had simply done what the wealthy do. So he got a similar result. That is, he grew his money into considerable wealth. And you can do this too. Now, we aren't saying you will make $8 million. After all, this is a beginners book and the janitor had an extraordinary result. But stock market investing is one of the best tools you can use to build a more secure financial future for you and your family. So are you someone who wants to make money in the stock market? And does that story make you feel excited? Have you tried to understand the stock market, only to be discouraged by how complicated it all seems? And aren't you just a little bit encouraged that an ordinary person, like our janitor from Vermont, could invest in stocks and succeed? If you answered yes to any of those questions, then this book just might be the solution you've been looking for. Because it will show you just what you need to know, and no more, to start investing in the stock market. And it will describe all of this for you in simple terms you already understand. Not complicated theory. Not a mind-numbing blitz of technical buzzwords. Just what you need to know and no more. And the few specific steps you can take to get started. Here's what you will learn: -The 5 big reasons to invest in stocks -Simple explanations of the basics of stock market investing -Great sources of recommendations to help you pick winners (no complicated research required) -The one thing you must do to get started (but you only have to do it once) -How to buy and sell stocks -3 key strategies to protect your stock investments from big losses -And many more invaluable tips on building your stock portfolio  So that by the end of this book, you will be able to buy your first stock. You will know the simple steps to grow your money in the stock market. And start on the your path to a more secure financial future.