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Cover
Title Page
Dedication
Table of Contents
Introduction
Part I - The Pursuit of Happiness
Chapter 1 - Does the Cabbie Know Where You Want to Go?
Chapter 2 - You Can’t Tell the Cabbie What You Don’t Know
Meet Evelyn Vandermark
Meet Lillian Brown
Meet Penny Dawson
Your Goals Can’t Be Too Big
Chapter 3 - How to Achieve Your Goals
Feeling Queasy?
How to Build Your Plan
The Final Step: Use Your Income or Investments to Eliminate Any Shortfall
Should You Rely on Income or Assets to Achieve Your Goal?
You’re Not Convinced
Remember: It’s a Process, Not a Product
A Case Study
Opps, You Forgot Something
The Omission That Could Ruin Your Plan—And a Whole Lot More
Part II - Choosing Investments Financial Plan? Let a Baker Show You How to Do It
Chapter 4 - Pound Cake, the One-Investment Portfolio
A Bird in Hand
Chapter 5 - Moving Beyond One-Flavor Cakes
Chapter 6 - The Dangers of Eating Today’s Special
Are Analysts More Reliable Than the Pundits?
Chapter 7 - Is a Tray of Cupcakes Better Than a Cake?
Psst. Hey Buddy, Wanna Buy Some Tulip Bulbs?
Chapter 8 - Bake a Cake Using Ric’s Recipe
Why Is Bill Gates the Richest Man in the World?
How Institutional Investors Slice Their Cakes
Chapter 9 - The Four Ways You Can Buy Your Investments
Buying Mutual Funds
Buying Variable Annuities
Hiring a Private Money Manager
Buying Investments on Your Own
Part III - How to Pick the Mutual Funds That Are Right for You
Chapter 10 - How Most People Pick Their Funds
Problem #1
Problem #2
Problem #3
Problem #4
Chapter 11 - How to Pick Mutual Funds
Is It Just Me or Is It Hot in Here?
Are You Always This Wacky?
Why Does B Come After A in the Alphabet?
Am I Good or Just Lucky?
Is That a Diamond Ring, or a Cubic Zirconia?
Do You Always Get What You Pay For?
Chapter 12 - Should You Bake Cakes or Cupcakes?
How Many Funds Do You Need?
Chapter 13 - Should You Rely on Active or Passive Management?
The World’s Dumbest Investor
Index Fund Holders Could Be Hit With a Huge Tax Surprise
Chapter 14 - Choosing Between Taxable and Tax-Deferred
Conclusion
Sources
Index
Acknowledgments
About the Author
Benefit from Ric’s Unique Advice
1,384 Reasons to Read This Book
Some of the Unique, Award-Winning Advice You’ll Discover
Answer These Two Questions
Other Books by Ric Edelman
Copyright
About the Publisher
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