The SmallIvy Book of Investing, Book 1: Investing to Become Wealthy


BookCoverPreview

At long last, the first book is almost done.  All of the text is complete and I’m going through the final editing steps.  It is amazing how long it takes to put a book together, especially when working a full-time job and making posts to a blog every other day.

This book is subtitled, Investing to Become Wealthy and will cover the basics of investing in stocks, bonds, mutual funds, and other assets.  This information is covered in a lot of other books and places on the web.  Unlike other books, however, it also lays out a plan for budgeting and investing at different stages in life.  It pulls financial management together with investing and development of pipelines that will increase your net income.  Basically it merges the budgeting and financial management information Dave Ramsey teaches (although providing tips to stay out of debt in the first place) with the cash flow analysis taught in Rich Dad, Poor Dad, with my own investing strategies added to explain how to make your assets grow.  The target audience is someone early int heir career, but there is certainly plenty of useful information for anyone interested in improving their financial situation, whereever you are in life.

An outline for the book is as follows:

Dedication

  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 Ma
  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
  9. The Rules for Serious Investing10  Investing in Mutual Funds

    11 Building Wealth

I’ve been working with Amazon’s affiliate, CreateSpace, which offers on demand publishing of soft cover books.  They include a great cover design tool, which was used to create the cover you see above.  I’d also like to offer e-books, although it looks like Kindle distribution is the only option through Amazon.  I’m not sure if that’s an issue – hopefully everyone who wants an ebook version has a Kindle.

Thanks to all for your patience.  Hopefully I’ll have the book out in a couple of weeks just in time for summer reading and it will be worth the wait.

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.

2 comments

  1. Looks like a great book. Will definitely look into purchasing it. Always look new books to expand my knowledge on finance and investing.

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