Investing without Wall Street: The Five Essentials of Financial Freedom

Index

Abagnale, Frank, 158

Academics, advice from, 79–80

Actively managed funds. See also Mutual funds

age of, 107

cash inflows and outflows, 109

cash position, 109–110

costs, 107–108

fund size, 106

hedging, 107

vs. index funds, 104

management ability, 106–107

selection, history of, 108–110

selection criteria, 105–108

selection simplification, 104–105

style- or industry-specific, 106–107

Aden, Mary Anne and Pamela, 225

Adjustable-rate bonds, 41

Advice. See also Investing professionals

Advisor fees, 44

Advisor recommendations, 161–162

caution in taking, 80–83

from academics, 79–80

from experts, 186–188

guidelines for taking, 77–80

independent financial advisors, 164–165

knowing pros and cons, 85

perma bulls and bears, 88

selling, 95–96

and time horizons, 83–85

unusable, 90–93

Advisor fees, 44

Advisor recommendations, 161–162

Affinity frauds, 93–94

Against the Gods: The Remarkable Story of Risk (Bernstein), 62

Age of fund, 107

Ailes, Roger, 68

All About Asset Allocation (Ferri), 17

American Association of Individual Investors (IIAA), 96

American Century LIVESTRONG Funds, 147, 149

American Century One Choice Funds, 150

American Gaming Association, 197

American Planning Group, 170

Ameritor Funds, 43–44

Anchoring, 195–197

Annals of Gullibility: Why We Get Duped and How to Avoid It (Greenspan), 157

Annuities:

fixed, 41

immediate annuity without refund, 256

Arledge, Roone, 250, 252

Arnott, Rob, 117

Art collecting, 236–238

The Art of Asset Allocation (Darst), 17

Asset allocation, xiv