Finally – The First Book


Finally, I have completed the first draft of the first SmallIvy Investing Book, The SmallIvy Book of Investing.  For those who have been waiting, it should only be a couple of months now until the first edition comes out.  Things should go fairly rapidly from here as I edit and then find a publisher (from what I’ve seen so far, it may be difficult to find a good book-on-demand publisher, which is a shame given that the technology is there to finally break the publishing monopoly, especially with e-books.  If anyone knows of a good one, please let me know!)  I’m hoping to have both print and e-book copies available by early Spring.

The book provides a lifelong strategy to investing and growing wealth.  Ideally someone will pick it up when they are in their early twenties and use the advice to learn to handle money and invest, thereby becoming financially independent by the time they are forty-five or fifty.  Those at other stages of life who are new to investing or just not doing well with their investments should find it useful as well, however, since it gives a lot of good information on stocks, bonds, and other investments and investing strategy.  Also, while it is much easier for someone who is 20 to become financially independent, with enough determination there is no reason someone starting in their forties cannot be debt free and have a good nest egg by the time they are ready to retire.  It just takes more work.

An outline of the book is as follows:

  1. Investing
    1. Reasons for Investing – growing wealth, maintaining wealth
    2. Assets for growing wealth
    3. Assets for maintaining wealth
  2. Investment Options
    1. Common Stocks
    2. Bonds
    3. Preferred Stocks
    4. Mutual Funds
    5. Real Estate and REITs
    6. Commodities – Gold, Silver, Platinum
    7. Derivatives – Options, Warrants, LEAPs
  3. Understanding Risk and Reward
    1. Investing, Speculation, and Trading
    2. The relative risk of investments
    3. Asset Pricing and The Risk Premium
    4. Risk and Reward of Common Stocks
    5. Risk and Reward of Bonds
    6. Risk and Reward of Real Estate
    7. High Risk/High Reward Speculations
    8. Stages of investing
  4. Investing in your Stage of Life
    1. Factors to Consider
      1. Volatility
      2. Diversification
      3. Time Frame
    2. How the Small Investor can Beat the Mutual Fund Manager
  5. The Investment Strategy
      1. Stage 1– Early Career (Ages 16-30)
      2. Stage 2– Late-Early Career (Ages 31-45) 
      3. Stage 3– Middle Career (Ages 46-58)   
      4. Stage 4– Late Career (Ages 59-70)  
      5. Stage 5– Retirement/Second Career(Ages 70+)
  6. Early Life Investing
    1. Getting Ready for Investing
    2. Setting up an Investment Plan
    3. Budgeting and Saving for Investing
    4. How to start investing in stocks
    5. Dollar Cost Averaging
    6. Stocks or Mutual Funds?
  7. Mid-Life Investing
    1. Rebalancing a portfolio
    2. Shifting from Growth to Preservation
    3. Mid-Life Goals
  8. Late-Life Investing
    1. Getting Ready for retirement
      1. 401K Transfers
      2. Unrolling an IRA
    2. Asset Protection
    3. Income Generating Strategies
    4. Giving Money and inheritance

If interested, please send me an email or leave a comment.  I’ll let those who indicate their interest know when the book is available for purchase.

Once the first book is done, I’m planning to start working on a second book on picking stocks.

Please contact me via vtsioriginal@yahoo.com or leave a comment.

Follow me on Twitter to get news about new articles and find out what I’m investing in.  @SmallIvy_SI

Disclaimer: This blog is not meant to give financial planning or tax advice.  It gives general information on investment strategy, picking stocks, and generally managing money to build wealth. It is not a solicitation to buy or sell stocks or any security. Financial planning advice should be sought from a certified financial planner, which the author is not. Tax advice should be sought from a CPA.  All investments involve risk and the reader as urged to consider risks carefully and seek the advice of experts if needed before investing.

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