Index

A

1031 Exchange

1031 Time Restrictions

$1M checking account

$1M Gift

12-B-1 Fees

2008 Market Crash, xvi

401(k)

403(b)

457

401(k) versus 401Condo

529 College Accounts

Accredited Investor

Accreditation Standards

Account Balance

Adaptive managed stocks and bonds

Airplane "Risk" analogy

Alan Greenspan

All Possible Investments Chart

All-Stars, xviii

Alternative Minimum Tax

Amputated Toe Analogy

Annuities

Annuitization

Annuity crediting methods

Annuity Problem

Arthur Godfrey

Assets vs. Liabilities

Assets Under Management (AUM)

Asset Protection

Automobile Purchase

B

Bank Notes

Bankruptcy

Bankruptcy Law of 2005

Barrel of Oil

Bear Markets

Beneficiary Needs

Beta

Bike Path

Black swan event

BMW Mechanic Analogy

Bonds

Bond Ladder

Bonds—Inflationary Risk

Bonds—Information Risk

Bonds—Interest Rate Risk

Bonds—Loss of Purchase Power

Bonds versus Interest Rates

Broken Clutch Analogy

Broken Radiator Analogy

Brokerisms

Building a home

Bullion

Bullionvault.com

Business Development Corporations

Business Week

Buy and hold

C

Calculator – HP 10bII

Case Studies:

Mrs. Jones
Mr. Johnson
Ms. Smith 1031
Mr. Jaspar
Mr. Warbucks

Cash

Cash Flow

Capital Gains

Capital Preservation

Capital Structure of a Company

Certificates of Deposit

CD Ladder

Certificates of Depreciation

Chapter 7 Bankruptcy

Chapter 11 Bankruptcy

Collateralized Notes

Collectibles

College Funding

Commissions

Common Sense

Common Sense Concept

Conservation Easement Trusts

Construction Site Analogy

Consumer Grade Real Estate

Consumer Price Index ...

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