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ii NO BULL INVESTING
This publication is designed to provide accurate and authoritative information in regard to the subject matter covered. It is sold with the understanding that the publisher is not engaged in rendering legal, accounting, or other professional ser-vice. If legal advice or other expert assistance is required, the services of a com-petent professional person should be sought.
Vice President and Publisher: Cynthia A. Zigmund Senior Managing Editor: Jack Kiburz
Interior Design: Lucy Jenkins Cover Design: Design Alliance, Inc. Typesetting: the dotted i
© 2003 by Jacob Bernstein
Published by Dearborn Trade Publishing A Kaplan Professional Company
All rights reserved. The text of this publication, or any part thereof, may not be reproduced in any manner whatsoever without written permission from the publisher.
Printed in the United States of America
03 04 05 06 07 10 9 8 7 6 5 4 3 2 1
Library of Congress Cataloging-in-Publication Data
Bernstein, Jacob, 1946-
No bull investing : straightforward advice to maximize your returns in any market, with any amount of money / Jake Bernstein.
p. cm. Includes index.
ISBN 0-7931-6274-2 (6x9 paperback)
1. Investments. 2. Finance, Personal. I. Title. HG4521.B4443 2003
332.6—dc21
2003001186
Dearborn Trade books are available at special quantity discounts to use for sales promotions, employee premiums, or educational purposes. Please call our Special Sales Department to order or for more information, at 800-621-9621, ext. 4404, or e-mail trade@dearborn.com.
C O N T E N T S
Acknowledgments vi Introduction vii
PART ONE PREPARATIONS
1. WANT TO MAKE MORE MONEY? DO THESE THINGS FIRST 1
Who Am I? 4
A Few of the Things I Learned and Why I Want to Share Them with You 9
2. BEGINNINGS,DANGERS,AND DIRECTIONS 19
Of Course You Want to Take Immediate Action! 20 The Dangers of Moving Too Slowly 21
Do It Alone or Get a Partner? 22
A Checklist for Successful Preparation 23
3. MARRIAGE,MONEY,AND FAMILY 33
Investing and Marriage Issues 33
Harnessing the Synergism of a Two-Income Family 34
Life Insurance on Both Partners: Term, Convertible Term, or Other 35 Tax Considerations and Strategies 37
Planning for the Financial Burden of Having Children 38 Protecting Your Assets from Legal Ramifications 40
You and Your Spouse as Investment Partners 42
4. SELF-KNOWLEDGE:Your Practical and Emotional Selves 45
Investor Behavior 46
Mastering the Psychological Aspects of Investing 50 The Majority Is Usually Wrong—Don’t Forget That! 53
5. SETTING FINANCIAL GOALS 55 Many Investors Have Been Losers 58
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