Tools and Techniques of Investment Planning

by Leimberg, Stephan R.

• ISBN13: 9780872186897
• ISBN10: 087218689X
• Edition: 2nd
• Format: Paperback
• Copyright: 2006-09-30
• Publisher: Natl Underwriter Co

Table of Contents

Dedications	iii
About the Authors	v
Preface	ix
Tools of Investment Planning
Cash and Cash Equivalents	1	(6)
United States Government Securities	7	(6)
Corporate Bonds	13	(10)
Convertible Securities	23	(6)
Municipal Bonds	29	(6)
Stripped Bonds	35	(2)
Zero-Coupon Bonds	37	(2)
Promissory Notes	39	(6)
Guaranteed Investment Contracts (GICs)	45	(2)
Common Stocks	47	(8)
Preferred Stock	55	(6)
Warrants and Rights	61	(8)
Stock Options	69	(6)
Financial Futures	75	(14)
Commodity Futures	89	(6)
Mutual Funds	95	(16)
Exchange-Traded Funds (ETFs)	111	(12)
Life Insurance	123	(20)
Annuities	143	(28)
Real Estate	171	(12)
REITs (Real Estate Investment Trusts)	183	(12)
Real Estate Mortgage Investment Conduits (REMICs)	195	(14)
Asset-Backed Securities	209	(12)
Oil and Gas	221	(8)
Gold and Other Precious Metals	229	(6)
Collectibles	235	(4)
Limited Partnerships	239	(6)
Private Placements and Venture Capital	245	(6)
American Depositary Receipts	251	(4)
Techniques of Investment Planning
Investment Risk	255	(10)
Measuring Investment Risk	265	(12)
Time Value Concepts	277	(16)
Measuring Investment Returns	293	(30)
Measuring Yield	323	(12)
Security Valuation	335	(8)
Asset Pricing Models	343	(12)
Portfolio Management and Measurement	355	(10)
Asset Allocation and Portfolio Construction	365	(10)
Investment Strategies	375	(10)
Formula Investing	385	(6)
Hedging and Option Strategies	391	(26)
Leveraging Investment Assets	417	(10)
Taxation of Investment Vehicles	427	(36)
Tax-Efficient Investment Strategies	463	(4)
Investment Strategies for Tax-Advantaged Accounts	467	(82)
Appendices
Appendix A Present Value of Lump Sum	483	(4)
Appendix B Present Value of Annuity Due	487	(4)
Appendix C Present Value of Ordinary Annuity	491	(4)
Appendix D Future Value of Lump Sum	495	(6)
Appendix E Future Value of Annuity Due	501	(6)
Appendix F Future Value of Ordinary Annuity	507	(6)
Appendix G Tax Exempt Equivalents	513	(4)
Appendix H Investment Characteristics Matrix and Investment Priority Valuator	517	(10)
Appendix I Income Tax Table	527	(2)
Appendix J Million Dollar Goal Guide	529	(2)
Appendix K Additional Time Value Concepts	531	(18)
Glossary	549	(6)
Index	555