Cover image for Growth & income : how to build a mutual fund money machine
Title:
Growth & income : how to build a mutual fund money machine
Author:
Stoker, R. Bryan (Roy Bryan)
Publication Information:
Sykesville, MD : Lifestyle Pub., [1999]

©1999
Physical Description:
v, 327 pages : illustrations ; 23 cm
Language:
English
ISBN:
9780963986375
Format :
Book

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HG4530 .S83 1999 Adult Non-Fiction Central Closed Stacks
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Summary

Summary

"Growth & Income" presents an easy, step-by-step plan for investing in the real world without timing or predicting the markets. This book fully explains new techniques to invest in mutual funds to create growing account values and increasing income for the rest of your life automatically. Dr. Stoker's simple worksheets and procedures include all the latest changes from the Tax Payer's Relief Act of 1997 and will show you how to minimize taxes and boost your returns.

"Growth & "Income" also includes a special section on building retirement wealth. You will learn which tax-deferred investments to pursue first (e.g., IRA, 401 (k), SIMPLE, SEP-IRA, annuities, etc.) and how to make your investments last as long as possible after you retire. Buy this book now for yourself or a loved one, and learn how to retire early and how to earn 3 times your salary after you retire!

Dr. Stoker's academic research and personal quest for financial wealth over the last 20+ years have finally culminated in the exciting results published in this book. Dr. Stoker's techniques presented in this book show you how to magnify your mutual fund returns and create a growing income all with less risk than what you are doing now!


Table of Contents

Chapter 1 It's up to Youp. 2
Section 1 Wealth Building Fundamentalsp. 18
Chapter 2 The DCA Techniquep. 22
Chapter 3 The AA Techniquep. 30
Chapter 4 The DVA Techniquep. 38
Section 2 How to Achieve Maximum Performance From Your Investmentsp. 60
Chapter 5 Short-term Volatility and Long-term Trendsp. 66
Chapter 6 Automatic Investing in the Real Worldp. 72
Chapter 7 How to Create a Mutual Fund Money Machine and Put it on Auto-Pilotp. 100
Chapter 8 Example Portfolios Using Historical Market Performancep. 118
Chapter 9 Supercharging Your Investmentsp. 142
Section 3 Supercharging your Retirementp. 148
Chapter 10 How to Build a Financial Powerhousep. 150
Chapter 11 Making Your Retirement Wealth Last Foreverp. 190
Chapter 12 Specific Guidelines for Your Situationp. 208
Chapter 13 How Much do You Really Need to Retire in Style?p. 250
Chapter 14 Conclusionsp. 258
Appendicesp. 259
Appendix A Performance in Various Marketsp. 260
Appendix B How These Conclusions Were Obtainedp. 267
Appendix C Recommended Reading and Referencesp. 269
Appendix D Glossaryp. 272
Appendix E Worksheetsp. 280
Appendix F A Free Book and Other Special Offersp. 282