My publications  

Essential Guide To Safe Investing provides a concise and comprehensive explanation of how individual investors of all ages can protect themselves against fraud, scams, and other types of wrongdoing. The guide...   [More]

Essential Guide To Safe Investing provides a concise and comprehensive explanation of how individual investors of all ages can protect themselves against fraud, scams, and other types of wrongdoing. The guide offers an overview of how investing works, explains common kinds of investment fraud, and identifies the danger signs that all investors should know. It also suggests remedies for anyone who has been the victim of securities fraud. With its engaging artwork and straightforward language, the guide helps readers understand the importance of caution and safety when making investment decisions.   [Less]

GUIDE TO EXCHANGE TRADED FUNDS tells you what you need to know about ETFs—one of the most dynamic groups of products to reach the market in recent years. The guide explains in clear language and engaging...   [More]

GUIDE TO EXCHANGE TRADED FUNDS tells you what you need to know about ETFs—one of the most dynamic groups of products to reach the market in recent years. The guide explains in clear language and engaging graphics how ETFs are created, the range of choices you have, and how you can use ETFs to create a broadly diversified portfolio. If you’re considering investing in ETFs, this is the one primer you need to read.   [Less]

GUIDE TO DIRECT INVESTING IN OIL AND GAS explores how energy partnerships may provide greater diversification and reduce the overall investment risk of a portfolio of publicly traded securities. The guide explains...   [More]

GUIDE TO DIRECT INVESTING IN OIL AND GAS explores how energy partnerships may provide greater diversification and reduce the overall investment risk of a portfolio of publicly traded securities. The guide explains what direct investments are and how they work, the significance of owning income-producing hard assets, and how these sponsored programs may be appropriate for individual investors.   [Less]

YOUR GUIDE TO MANAGED ACCOUNTS provides the essential, practical information you need to know about professionally managed portfolios of individual stocks and bonds. The concise and lively guide examines the...   [More]

YOUR GUIDE TO MANAGED ACCOUNTS provides the essential, practical information you need to know about professionally managed portfolios of individual stocks and bonds. The concise and lively guide examines the special features of this increasingly popular way to invest and explores the complementary roles your financial adviser and investment managers play in helping you meet your financial goals.   [Less]

YOUR GUIDE TO DONOR ADVISED FUNDS explains the essentials of this increasingly popular way to give to charity. The guide covers specific details about how the funds work, tax benefits, and investment options. Also...   [More]

YOUR GUIDE TO DONOR ADVISED FUNDS explains the essentials of this increasingly popular way to give to charity. The guide covers specific details about how the funds work, tax benefits, and investment options. Also included is helpful information that positions donor advised funds in the greater context of philanthropy.   [Less]

GUIDE TO MANAGING RETIREMENT INCOME tackles the issue of long-term financial security and explains how you can plan for and manage multiple sources of income after you retire. The guide, with its distinctive blend...   [More]

GUIDE TO MANAGING RETIREMENT INCOME tackles the issue of long-term financial security and explains how you can plan for and manage multiple sources of income after you retire. The guide, with its distinctive blend of straightforward language and imaginative graphics, helps you set realistic goals, make smart pension decisions, and identify effective investment strategies.   [Less]

GUIDE TO ASSET ALLOCATION explains how investing across a range of asset classes can help you meet your financial goals. The guide, with its straightforward language and engaging graphics, clarifies the part...   [More]

GUIDE TO ASSET ALLOCATION explains how investing across a range of asset classes can help you meet your financial goals. The guide, with its straightforward language and engaging graphics, clarifies the part diversification plays in building an effective portfolio and describes how making strategic choices has the potential to increase return without increasing investment risk.   [Less]

GUIDE TO ENJOYING WINE. Who says wine has to be intimidating? This straight-talking, colorfully illustrated guide serves up a rich mix of wine basics and practical advice on tasting, ordering, and collecting wine....   [More]

GUIDE TO ENJOYING WINE. Who says wine has to be intimidating? This straight-talking, colorfully illustrated guide serves up a rich mix of wine basics and practical advice on tasting, ordering, and collecting wine. And you’ll get the inside track, with a host of tips from those in the know.   [Less]

GUIDE TO ESTATE PLANNING describes what your estate is and explores ways to share your wealth with the family, friends, and institutions you choose. The guide, with its straightforward language and engaging...   [More]

GUIDE TO ESTATE PLANNING describes what your estate is and explores ways to share your wealth with the family, friends, and institutions you choose. The guide, with its straightforward language and engaging graphics, explains how you can use wills, trusts, gifts, and beneficiary designations to distribute your assets and examines strategies for minimizing estate and income taxes.   [Less]

Guide To Saving For College helps parents explore the many ways to save and pay for college, from tax-free investment accounts to federal student loans. This concise and lively guide explains what you can expect...   [More]

Guide To Saving For College helps parents explore the many ways to save and pay for college,
from tax-free investment accounts to federal student loans. This
concise and lively guide explains what you can expect to pay for
college, how to make the most of your college savings, and what you
can do if your savings fall short. It will also help you sort through
the ins and outs of all the college savings plans and federal aid
programs available to you and determine which might work
best for you and your family.   [Less]

GUIDE TO 529 PLANS provides a concise and lively introduction to these popular college savings plans, with special sections on how to choose and enroll in a plan, makeontributions, and take full advantage of...   [More]

GUIDE TO 529 PLANS provides a concise and lively introduction to these popular college savings plans, with special sections on how to choose and enroll in a plan, makeontributions, and take full advantage of tax-free withdrawals. With its engaging graphics and clear explanations, the Guide cuts through the confusion and gets you started on the right track.   [Less]

GUIDE TO UNDERSTANDING ANNUITIES explores the role that fixed and variable annuities can play in providing retirement income. This concise and lively guide explains what you need to know about annuities and the...   [More]

GUIDE TO UNDERSTANDING ANNUITIES explores the role that fixed and variable annuities can play in providing retirement income. This concise and lively guide explains what you need to know about annuities and the questions you should ask before you buy. It also describes the special features of different types of annuities to help you decide which one might be right for you.   [Less]

INVESTING ESSENTIALS with its distinctive blend of straightforward language and imaginative graphics, provides a clear, user-friendly introduction to the world of Wall Street. The guide covers the basics of...   [More]

INVESTING ESSENTIALS with its distinctive blend of straightforward language and imaginative graphics, provides a clear, user-friendly introduction to the world of Wall Street. The guide covers the basics of stocks, bonds, and mutual funds, and explains key strategies you can use to create and manage an investment portfolio. If you know you should be investing, but you aren’t sure where or how to begin, this illuminating guide is the place to start.   [Less]

GUIDE TO UNDERSTANDING RETIREMENT INVESTING explains how decisions you make during your working life can help ensure you’ll have a more financially secure retirement. The guide discusses personal investing...   [More]

GUIDE TO UNDERSTANDING RETIREMENT INVESTING explains how decisions you make during your working life can help ensure you’ll have a more financially secure retirement. The guide discusses personal investing goals, explores ways to use asset allocation and diversification to offset investment risk, and explains the role of both taxable and tax-deferred investments in your portfolio. Equally important, the guide looks at the many different sources that may provide retirement income—since putting together an income stream is one of the greatest challenges facing people who are nearing or already in retirement.   [Less]

PLANNING YOUR RETIREMENT INCOME deals head on with the challenges you’ll face in providing a financially secure retirement. This comprehensive yet easy-tounderstand guide tells you how to build a solid...   [More]

PLANNING YOUR RETIREMENT INCOME deals head on with the challenges you’ll face in providing a financially secure retirement. This comprehensive yet easy-tounderstand guide tells you how to build a solid investment portfolio, strengthen your cash flow, and create sources of lifetime income.   [Less]

A WOMAN'S GUIDE TO PERSONAL FINANCE. Women are faced with more financial decisions than ever before. If you’re one of the many running a household or working your way up a career ladder, this book can help guide...   [More]

A WOMAN'S GUIDE TO PERSONAL FINANCE.
Women are faced with more financial decisions than ever before. If
you’re one of the many running a household or working your way
up a career ladder, this book can help guide you to financial success.
You’ll get practical advice for all the decisions you have to make—
managing money, investing, planning for retirement, and knowing
how to deal with the unexpected—and the confidence to achieve all
your personal and professional financial goals.   [Less]

Guide To Understanding Direct Investments explores how nontraded REITs, equipment leasing companies, and energy partnerships may provide greater diversification and reduce the overall investment risk of a...   [More]

Guide To Understanding Direct Investments explores how nontraded REITs, equipment leasing companies, and energy partnerships may provide greater diversification and reduce the overall investment risk of a portfolio of publicly traded securities. The guide explains what direct investments are and how they work, the significance of owning income-producing hard assets, and how these sponsored programs may be appropriate for individual investors.   [Less]

GUIDE TO MANAGING YOUR 401(K) tells you the essential things you need to know about building your 401(k) portfolio and explains the steps you should take to manage the assets in your account. Written in clear,...   [More]

GUIDE TO MANAGING YOUR 401(K) tells you the essential things you need to know about building your 401(k) portfolio and explains the steps you should take to manage the assets in your account. Written in clear, straightforward language with helpful illustrations, the guide offers practical measures for dealing with company stock, diversifying your holdings, and evaluating how well your investments are doing.Whether you are just starting to participate in a 401(k) plan or have been contributing to a plan for years, this objective guide will prove a handy companion.   [Less]