About the Author |
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ix | |
Introduction |
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xi | |
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Chapter 1 Stocks and Bonds |
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1 | (32) |
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2 | (3) |
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How to Make Money with Stocks |
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5 | (3) |
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Common vs. Preferred Stock |
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8 | (2) |
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10 | (1) |
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11 | (1) |
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12 | (1) |
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13 | (2) |
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15 | (3) |
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Other Terms and Concepts About Stocks |
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18 | (2) |
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20 | (1) |
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The Rewards and Risks of Bonds |
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21 | (3) |
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How to Buy and Sell Bonds |
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24 | (1) |
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25 | (1) |
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26 | (2) |
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28 | (2) |
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Junk Bonds or High-Yield Bonds |
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30 | (1) |
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30 | (1) |
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31 | (2) |
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Chapter 2 Mutual Funds and ETFs |
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33 | (20) |
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The Basics of Mutual Funds |
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34 | (2) |
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How to Make Money with Mutual Funds |
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36 | (1) |
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How to Buy and Sell Mutual Funds |
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36 | (2) |
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38 | (5) |
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43 | (3) |
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ESG (Environmental, Social, and Governance) Investing |
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46 | (4) |
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50 | (1) |
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51 | (1) |
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52 | (1) |
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Chapter 3 Alternative Investments |
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53 | (16) |
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The Partnership Structure |
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54 | (6) |
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The Pros and Cons of Alternative Investments |
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60 | (4) |
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64 | (1) |
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65 | (2) |
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Access To Alternative Investors |
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67 | (1) |
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68 | (1) |
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69 | (24) |
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70 | (1) |
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71 | (4) |
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75 | (1) |
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76 | (3) |
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79 | (2) |
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Alternative Credit Hedge Funds |
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81 | (1) |
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82 | (1) |
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83 | (4) |
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Multi-strategy Hedge Funds |
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87 | (2) |
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89 | (1) |
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90 | (1) |
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91 | (1) |
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92 | (1) |
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93 | (22) |
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94 | (4) |
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98 | (4) |
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Rethinking the Venture Capital Model |
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102 | (2) |
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104 | (5) |
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109 | (2) |
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111 | (2) |
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Publicly Traded Private Equity Firms |
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113 | (1) |
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114 | (1) |
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115 | (24) |
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116 | (3) |
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119 | (1) |
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120 | (1) |
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121 | (3) |
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124 | (2) |
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126 | (2) |
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128 | (2) |
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130 | (2) |
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132 | (2) |
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134 | (2) |
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136 | (1) |
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137 | (2) |
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139 | (18) |
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Why Invest in Hard Assets? |
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140 | (4) |
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144 | (3) |
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147 | (3) |
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150 | (1) |
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150 | (3) |
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153 | (2) |
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155 | (1) |
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156 | (1) |
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Chapter 8 Asset Allocation |
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157 | (12) |
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What Is Asset Allocation? |
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158 | (3) |
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161 | (1) |
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162 | (1) |
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163 | (1) |
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164 | (1) |
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165 | (2) |
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167 | (2) |
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169 | (18) |
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170 | (1) |
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171 | (1) |
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172 | (1) |
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172 | (2) |
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174 | (1) |
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175 | (1) |
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176 | (2) |
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178 | (1) |
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179 | (3) |
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Flexible Spending Accounts (FSAs) |
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182 | (1) |
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Health Savings Accounts (HSAs) |
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183 | (1) |
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COBRA (Consolidated Omnibus Budget Reconciliation Act) |
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184 | (1) |
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Affordable Care Act (ACA) |
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184 | (2) |
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186 | (1) |
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Chapter 10 Equity Compensation |
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187 | (26) |
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The Basics of Employee Stock Options |
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188 | (2) |
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Nonqualified Stock Options |
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190 | (5) |
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Using Stock to Exercise Nonqualified Stock Options |
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195 | (1) |
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Incentive Stock Options (ISOs) |
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195 | (2) |
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197 | (3) |
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200 | (2) |
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Employee Stock Purchase Plans (ESPPs) |
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202 | (1) |
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Preferred Stock and Equity Compensation |
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203 | (1) |
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SPACs (Special Purpose Acquisition Companies) |
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204 | (1) |
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205 | (2) |
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Negotiating Equity Grants |
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207 | (1) |
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208 | (1) |
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Borrowing Against Your Equity |
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209 | (1) |
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210 | (3) |
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Chapter 11 Estate Planning |
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213 | (10) |
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214 | (2) |
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216 | (1) |
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217 | (1) |
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217 | (1) |
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218 | (1) |
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219 | (2) |
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221 | (1) |
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222 | (1) |
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223 | (1) |
Conclusion |
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223 | (2) |
Index |
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225 | |