This video series follows the organization of the first nine chapters of Robert Pozen's The Mutual Fund Business. Each module, approximately thirty minutes long, features a different mutual fund expert who presents an overview of a particular aspect of the industry as well as real-life scenarios of how mutual funds operate. Each module is divided into several parts, with self-test questions at the end of each part. The questions, along with the answers, are included in a workbook that also contains key slides for each module and a glossary. The series is divided into three sets: Introduction to Mutual Funds 1. Investing through Mutual Funds 2. Background on the Mutual Fund Industry 3. Regulations Affecting the Mutual Fund Industry Portfolio Management of Mutual Funds 4. Portfolio Management of Bond Mutual Funds 5. Portfolio Management of Stock Mutual Funds 6. Stock Trading for Mutual Funds Mutual Fund Marketing and Shareholder Servicing 7. Retail Marketing of Mutual Funds 8. Retirement Plans and the Mutual Fund Business 9. The Transfer Agent and the Servicing of Shareholders

This video series follows the organization of the first nine chapters of Robert Pozen's The Mutual Fund Business. Each module, approximately thirty minutes long, features a different mutual fund expert who presents an overview of a particular aspect of the industry as well as real-life scenarios of how mutual funds operate. Each module is divided into several parts, with self-test questions at the end of each part. The questions, along with the answers, are included in a workbook that also contains key slides for each module and a glossary. The series is divided into three sets: Introduction to Mutual Funds 1. Investing through Mutual Funds 2. Background on the Mutual Fund Industry 3. Regulations Affecting the Mutual Fund Industry Portfolio Management of Mutual Funds 4. Portfolio Management of Bond Mutual Funds 5. Portfolio Management of Stock Mutual Funds 6. Stock Trading for Mutual Funds Mutual Fund Marketing and Shareholder Servicing 7. Retail Marketing of Mutual Funds 8. Retirement Plans and the Mutual Fund Business 9. The Transfer Agent and the Servicing of Shareholders

This video series follows the organization of the first nine chapters of Robert Pozen's The Mutual Fund Business. Each module, approximately thirty minutes long, features a different mutual fund expert who presents an overview of a particular aspect of the industry as well as real-life scenarios of how mutual funds operate. Each module is divided into several parts, with self-test questions at the end of each part. The questions, along with the answers, are included in a workbook that also contains key slides for each module and a glossary. The series is divided into three sets: Introduction to Mutual Funds 1. Investing through Mutual Funds 2. Background on the Mutual Fund Industry 3. Regulations Affecting the Mutual Fund Industry Portfolio Management of Mutual Funds 4. Portfolio Management of Bond Mutual Funds 5. Portfolio Management of Stock Mutual Funds 6. Stock Trading for Mutual Funds Mutual Fund Marketing and Shareholder Servicing 7. Retail Marketing of Mutual Funds 8. Retirement Plans and the Mutual Fund Business 9. The Transfer Agent and the Servicing of Shareholders

"In the dark, bewildering, trap-infested jungle of misinformation and opaque riddles that is the world of investment, JL Collins is the fatherly wizard on the side of the path, offering a simple map, warm words of encouragement and the tools to forge your way through with confidence. You'll never find a wiser advisor with a bigger heart." -- Malachi Rempen: Filmmaker, cartoonist, author and self-described ruffian This book grew out of a series of letters to my daughter concerning various things-mostly about money and investing-she was not yet quite ready to hear. Since money is the single most powerful tool we have for navigating this complex world we've created, understanding it is critical. "But Dad," she once said, "I know money is important. I just don't want to spend my life thinking about it." This was eye-opening. I love this stuff. But most people have better things to do with their precious time. Bridges to build, diseases to cure, treaties to negotiate, mountains to climb, technologies to create, children to teach, businesses to run. Unfortunately, benign neglect of things financial leaves you open to the charlatans of the financial world. The people who make investing endlessly complex, because if it can be made complex it becomes more profitable for them, more expensive for us, and we are forced into their waiting arms. Here's an important truth: Complex investments exist only to profit those who create and sell them. Not only are they more costly to the investor, they are less effective. The simple approach I created for her and present now to you, is not only easy to understand and implement, it is more powerful than any other. Together we'll explore: Debt: Why you must avoid it and what to do if you have it. The importance of having F-you Money. How to think about money, and the unique way understanding this is key to building your wealth. Where traditional investing advice goes wrong and what actually works. What the stock market really is and how it really works. Why the stock market always goes up and why most people still lose money investing in it. How to invest in a raging bull, or bear, market. Specific investments to implement these strategies. The Wealth Building and Wealth Preservation phases of your investing life and why they are not always tied to your age. How your asset allocation is tied to those phases and how to choose it. How to simplify the sometimes confusing world of 401(k), 403(b), TSP, IRA and Roth accounts. TRFs (Target Retirement Funds), HSAs (Health Savings Accounts) and RMDs (Required Minimum Distributions). What investment firm to use and why the one I recommend is so far superior to the competition. Why you should be very cautious when engaging an investment advisor and whether you need to at all. Why and how you can be conned, and how to avoid becoming prey. Why I don't recommend dollar cost averaging. What financial independence looks like and how to have your money support you. What the 4% rule is and how to use it to safely spend your wealth. The truth behind Social Security. A Case Study on how this all can be implemented in real life. Enjoy the read, and the journey!

The guide for investors who want a better understanding of investment strategies that have stood the test of time This thoroughly revised and updated edition of Investment Philosophies covers different investment philosophies and reveal the beliefs that underlie each one, the evidence on whether the strategies that arise from the philosophy actually produce results, and what an investor needs to bring to the table to make the philosophy work. The book covers a wealth of strategies including indexing, passive and activist value investing, growth investing, chart/technical analysis, market timing, arbitrage, and many more investment philosophies. Presents the tools needed to understand portfolio management and the variety of strategies available to achieve investment success Explores the process of creating and managing a portfolio Shows readers how to profit like successful value growth index investors Aswath Damodaran is a well-known academic and practitioner in finance who is an expert on different approaches to valuation and investment This vital resource examines various investing philosophies and provides you with helpful online resources and tools to fully investigate each investment philosophy and assess whether it is a philosophy that is appropriate for you.