Mutual Funds Books - Page 4

How to Make Money in the Stock Market-Buy 2,500 Different Stocks-Pay no Commission

Gordon L. Eade

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Customer Reviews:
Total reviews: 43 Average rating: 4.5 of 5

The author of this book should be ashamed. 1 out of 5 stars.
24 of 31 people found this review helpful.

Potential book buyer: read the reviews on this book very carefully. All positive reviews have been secretly written by the same person under different names. Just click on the user's name and look to see if they've written other reviews...nope, they haven't since ALL THE POSITIVE REVIEWS FOR THE BOOK HAVE CLEARLY BEEN WRITTEN BY THE AUTHOR.
Worse still, this guy shamelessly plugs his book by writing book "reviews" on the listings for more famous and far more useful books like Rich Dad, Poor Dad and the Millionaire Next Door.

Editorial Review:

This little book contains specific directions to build a portfolio of securities using index and exchange traded funds to conform to Modern Portfolio Theory used by 25% of pension funds and trusts and 10% of individual investors. In the book you will find web sites where you can pose your questions and receive answers from individual investors who follow passive investment techniques. The system is endorsed by academics and noted journalists. It has a record of producing returns that exceed those of actively managed mutual funds and individual stock recommendations.

David Scott's Guide to Investing In Mutual Funds (David Scott's Guide)

David L. Scott

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Customer Reviews:
Total reviews: 4 Average rating: 5.0 of 5

David Scott's Guide to Investing in Mutual Funds 5 out of 5 stars.
14 of 15 people found this review helpful.

The author has written another superb book on investment. This book on mutual funds is fun to read, easy to understand and cuts through the fog of misunderstanding associated with mutual fund investing. It includes a detailed explanation of all the various mutual funds which includes equity, bond and money market funds. It also covers alternatives to mutual funds such as closed-end investment companies. The book provides a wealth of knowledge and is a welcome addition to my library on investing.

Editorial Review:

This invaluable new guide from financial expert David Scott analyzes the role that mutual funds play in achieving a balanced portfolio. In addition to explaining how shares in mutual funds are bought and sold, this clearly written book will show investors

• how to assess a fund's investment objective in light of their own goals
• how to choose from among stock, bond, and money market funds
• how to evaluate the three different kinds of income associated with mutual funds — dividends, capital gains, and market appreciation
• how to save on fees when buying and redeeming mutual fund shares

The Great Mutual Fund Trap: An Investment Recovery Plan

Gregory Arthur Baer, Gary Gensler

List Price: $26.00 By: Broadway Amazon Marketplace: 36 new & used starting at $0.47

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Customer Reviews:
Total reviews: 24 Average rating: 4.5 of 5

Editorial Review:

If you've been burned on Wall Street (and who hasn't?) but still need a practical place to park your savings (who doesn't?), Gregory Baer and Gary Gensler have your number. While somewhat mistitled because it decries "active investing" in individual stocks as well as in mutual funds, The Great Mutual Fund Trap is nonetheless a clearly and even entertainingly written argument in favor of the alternative: investing broadly in stocks that mirror the performance of the overall market. During their years in private investment and with the U.S. Treasury and Federal Reserve, Baer and Gensler have come to believe the high fees and high risks that go with always trying to beat the market make "active investing"--be it constantly fiddling with your own portfolio or relying on professionals to do so for you--a no-win proposition. Instead, they say, you can actually improve returns by shifting to "passive investments" that offer lower costs and greater tax efficiency. After explaining why they feel as they do, the authors thoroughly describe the appropriate vehicles--index mutual funds, exchange-traded index funds, and several other products--in a way that makes these staid options seem almost exciting and gives interested readers all the tools they need to utilize them. --Howard Rothman

Getting Started in Exchange Traded Funds (ETFs) (Getting Started In.....)

Todd Lofton

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Customer Reviews:
Total reviews: 2 Average rating: 3.0 of 5

Editorial Review:

AN ACCESSIBLE INTRODUCTION TO ETFs

GETTING STARTED IN
Exchange Traded Funds

"Todd Lofton delivers what he promises with an approach and advice that has the footprint of an experienced trader. Instead of addressing dummies,' he's written a book for the intelligent investor who is inexperienced using ETFs. It progresses through every area, from passive positions to options, in a way that makes you comfortable trading. You can see that the way he gives experienced advice at the end puts this book on a higher plane."
-- Perry Kaufman, author of New Trading Systems and Methods, Fourth Edition

"Todd Lofton has helped many investors get started in futures and options trading by turning complex subjects into clearly written magazine articles and books over the last 35 years. He has done it again with this book on ETFs, one of the hottest new investment areas. Anyone who is contemplating investing in stocks or mutual funds should check out his easy-to-understand explanation of ETFs, how to use them, and how they can play a valuable role in an investment portfolio."
-- Darrell Jobman, Editor in Chief, TradingEducation.com, former editor of Futures magazine

"The ETF market is exploding! With so many under-performing mutual funds, investing in ETFs is truly the intelligent way to invest. This is a great primer for anyone interested in understanding this market better."
-- Chris Osborne, CFP, Senior Vice President- Wealth Management, Smith Barney

First Launched in 1193, exchange traded funds (ETFs) continue to attract the interest of investors around the world. ETFs low costs, tax efficiencies, and liquidity make them ideal investment vehicles.

If you're interested in ETFs but don't know where to begin, Getting Started in Exchange Traded Funds is the book for you. Written in a straightforward and easy-to-read manner, this practical guide clearly explains the ins-and-outs of ETFs.

With only a sprinkling of math and no complicated jargon, Getting Started in Exchange Traded Funds will help you:
* Look for an ETF that best matches a particular investment objective
* Evaluate a particular ETFs performance
* Forecast ETF prices with basic technical and fundamental analysis
* Use ETFs for hedging
* Employ options and futures on ETFs in a variety of trading strategies
* Use ETFs for both long-term positions and day trading
* And much more

Filled with practical advice and illustrative examples, Getting Started in Exchange Traded Funds shows you how ETFs can make it easier for you to achieve your personal financial goals.

Find the Right Mutual Fund: Morningstar Mutual Fund Investing Workbook, Level 1

Christine Benz

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Editorial Review:

The Morningstar Investment Coach: Finding the Right Funds allows readers to take their first steps in the world of mutual funds with confidence. Filled with informative topics such as how to purchase a fund and how to find a fund's total return, as well as important fund documents, this guide has been designed to give readers a solid mutual fund investing foundation.

Passtrak Series 7: General Securities Representative

List Price: $99.00 By: Dearborn Trade Amazon Marketplace: 13 new & used starting at $10.31

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Customer Reviews:
Total reviews: 2 Average rating: 3.0 of 5

Pretty Good Book. 4 out of 5 stars.
5 of 6 people found this review helpful.

This is an excellent book for anyone taking the series 7 exam. However, it doesn't have enough quizzes and tests to prepare you for the exam. The material in the book is enough to pass the exam. Every registered rep should (and probably does) have this book in their arsenal. A Definate buy!

Not the worst but far from the best 2 out of 5 stars.
1 of 1 people found this review helpful.

This book has missing information and is quite often inaccurate. I have several books from different companies and this one is on the lower end.

Most of the books I've read have incorrect, imprecise, or conflicting statements. For example, the Boston Institute of Finance Stockbroker Course Series 7/63 Preparation Guide says "A stockholder has the right to examine the list of stockholders. It does not mean the stockholder can examine detailed financial records of the corporation." Barron's book says "A shareholder has the right to examine the books and records of the corporation." The truth is, it depends. Even non-shareholders can view 10K statements and other filings. But examining detailed books would probably require a legal procedure by a shareholder, regardless of whether s/he had the right conferred by owning common shares.

I definitely wouldn't recommend it as the only guide you buy. The Empire Stockbroker Training Institute and STC books are much much better.

Fidelity's World: The Secret Life and Public Power of the Mutual Fund Giant

Diana B. Henriques

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Customer Reviews:
Total reviews: 4 Average rating: 3.0 of 5

Useful, but it has its limitations 3 out of 5 stars.
8 of 8 people found this review helpful.

This is a book that needed to be written: the explosive growth of the mutual fund industry in the past 20 years is one of the seminal events of our generation, and Fidelity is the most important mutual fund company out there. That having been said, I think that Diana Henriques could have done a much better job. The text is often jumpy and disjointed, and the actual events as Henriques relates them often don't warrant the build-up that she gives them in her introduction to them. More disturbing, I disagree strongly with many of her criticisms of Fidelity. Don't get me wrong: there are many valid criticisms of Fidelity that can be made, from the exorbitant fees it charges for average performance to the many ethical lapses that have plagued Fidelity in the past 10 or 15 years. But Henriques carries it too far. In one breath, she criticizes Fidelity for selling massive amounts of stock early on Black Monday in 1987 to meet the equally massive redemption requests that its funds had received over the previous weekend because most Fidelity funds did not have sufficient cash on hand; in the next, she criticizes the Fidelity Magellan fund for having too much cash on hand in early 1996, thus missing the big market rally that was in progress then. Likewise, she criticizes Fidelity's active role in corporate governance and then later criticizes Fidelity's policy that Fidelity funds in the aggregate cannot own more than 15% of any company. You can't have it both ways -- any organization which controls more than 15% of a publicly-traded company is going to have a big influence on the way that company is run. At its core, I think that Henriques's fundamental problem is that she believes that the Americans are and ought to be complete financial waifs who cannot be expected to make decisions about their finances in a responsible and informed manner. This assumption causes her to take Fidelity to task for things that Fidelity should not be taken to task for, and it undermines her books credibility.

Editorial Review:

Raising questions about the stability of the mutual fund investment industry, a business reporter for the New York Times describes how Fidelity used its power to bend the rules of investing to its own advantage.

How Mutual Funds Work: Second Edition (New York Institute of Finance)

Albert J. Fredman, Russ Wiler

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Customer Reviews:
Total reviews: 4 Average rating: 5.0 of 5

See Inside the Wrapper of Your Mutual Fund 5 out of 5 stars.
29 of 29 people found this review helpful.

Even though the authors are academics, this book is not bogged down with heavy, collegiate, turgid text and calculations. Rather, Fredman and colleagues have simply gone about explaining the various difficult-to-understand aspects of the mutual funds industry. This information is essential to your understanding of the various ratings and types of mutual funds.

As a securities industry manager and former regulator, I first began to use the book to become familiar with the details of such things as 12b-1 fees, expense ratios, comparative assessment of funds, features offered as sales incentives or to ease transactions (e.g. dividend reinvestment, 1035 exchanges, intra-fund familiy exchanges, etc.).

As time went on I have kept this book in my office. It has become essential to answer the occasional questions that arise and which are more detailed and technical than my memory can answer. The book has never come up short on this count.

You should also look for other publications of NYIF (New York Institute of Finance). This is formerly the publishing arm of the NYSE. The material published by NYIF is "from the horse's mouth" and right on the mark for those seeking to learn details of how the profession of finance works. Despite this, the material is never overly technical and theoretical. Rather, the material is practical day-to-day information which will wind up on your reference shelf.

Editorial Review:

Explains how funds work, and provides the background tools necessary to select funds and evaluate performance. The book outlines the stock market, bond market, asset location, index funds, variable annuities, tax considerations, and using computers and online for information and analysis.

William E. Donoghue's Mutual Fund Superstars: Invest in the Best, Forget About the Rest

William E. Donoghue

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Customer Reviews:
Total reviews: 1 Average rating: 5.0 of 5

Fantastic and open minded! 5 out of 5 stars.
2 of 4 people found this review helpful.

I loved this book because it explores all mutual fund vehicles including sub-accounts of life insurance products. Many consumers will be introduced more to the insurance products in his next book "100% tax free investing"

Editorial Review:

Teaching investors how to make intelligent financial decisions, a best-selling investments advisor clearly explains his strategies for selecting and managing mutual fund portfolios, showing how to use the latest investment technology. 25,000 first printing. $50,000 ad/promo. Tour.

101 Reasons to Own the World's Greatest Investment: Warren Buffett's Berkshire Hathaway

Robert P. Miles

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Customer Reviews:
Total reviews: 24 Average rating: 4.0 of 5

Barnum was right! 1 out of 5 stars.
5 of 11 people found this review helpful.

Robert P. Miles, aka simple investor, has written the worst book about Warren Buffett imaginable. I read all this when it first appeared on the Berkshire Chatter Board & was appalled at the following he developed. I bought his book becase I am always interested in disasters. Mr. Miles may be the nicest man in the world but he is without doubt the worst writer. The great thing about America is anybody can be anything: Mr. Miles wanted to be a writer & he is: yes indeed, Mr. Barnum was right! I wish the rating system went to minus 5. The worst thing is, now Mr. Miles has written a second book & I must buy it to see if he remains the world's worst writer. Sincerely, Mike

Editorial Review:

One day Robert Miles showed up on The Motley Fool's discussion boards as "simpleinvestor" and began a series of posts entitled "101 Reasons to Own Berkshire Hathaway." The result: 101 Reasons to Own the World's Greatest Investment. If you've ever considered buying shares of BRK.A or BRK.B, then definitely buy this book. If not, then you might want to consider getting a copy anyway, as Miles clearly demonstrates why Berkshire Hathaway is one of the best investments going. --Harry C. Edwards