Contents

Contents

  1. The Dinner Party
  2. Laying the Foundation
    1. Cash Management
    2. Dreams and Deadlines
    3. Saving with Purpose
  3. Financial Investments
    1. Market Opportunity
      • Growth
      • Income
      • Reinvestment
    2. Risk and Volatility
      • Inflation
      • Company Risk
      • Market Volatility
    3. Cost Management
      • Tax Mitigation
      • Intermediary Fees
      • Interest Expense
    4. Tools and Players
      • Exchange Traded Funds
      • Fund Providers
      • Fund Brokers
    5. Investment Selection
      • Equity Indexes
      • Fixed Income Indexes
      • Dividend ETFs
    6. Market Timing
      • Strategic Holding
      • Tactical Adjusting
      • Speculative Trading
  4. Real Estate Investments
    1. Financial Drivers
      • Assets and Liabilities
      • Income and Expenses
      • Financial Analysis
    2. Investment Selection
      • Market
      • Property
      • Transaction
    3. Property Management
      • Tenants
      • Suppliers
      • Process
  5. Results and Reward

Selected Reading
Author’s Note