Page 185 - Ready Set Retire

Ready. Set. Retire!

brokerage account, 87 Cypress, 138
brokerage accounts, 172 DALBAR, 46
broker-dealer, 22 Dalbar study, 83
broker-dealers, 23 death benefit, 126, 128
brokers, 145, 168, 172 debenture bond,, 57
bubble, 58 debentures, 62
budget, 1, 29, 30, 116 deferred, 130
Buffett, Warren, 165 defined benefits, 145
buy and hold, 46, 61, 78, defined benefits plan, 145
83, 84, 86, 109 defined contribution plans,
buy and sell signals, 90, 91 69, 86
buy signal, 92 depositors, 98
cap, 152, 153, 154 distressed shares, 53
caps, 154, 165 diversified, 11, 56, 78, 79,
cash flow, 5, 29, 35, 39 165
CDs, 155, 156 diversified portfolio, 56,
CFPB, 99 165
closed-ended funds, 87 diversify, 166, 170
COLA, 101, 105 dividends, 169
commissions, 26, 70, 121, dollar cost averaging, 104
124, 148, 150, 168 Dow, 51, 149
companies are legally Dow Jones, 149
prohibited from efficient assets, 82
speculating with your Efficient Frontier, 81, 82,
money, 158 83, 87
compliance, 23 Efficient Markets
compound return, 56 Hypothesis, 84
Congress, 134, 150, 151 EMH
control, regaining, 8, 20, Efficient Market
30, 45, 49, 65, 94, 120, Hypothesis, 84, 85
132, 145, 147, 148, 167 emotions, 46
correlate, 81 energy partnerships, 25, 26,
correlation, 80 27
Cost of Waiting, 121 equities, 2, 58, 61, 62
crash of 2008, 162 equity portfolio, 103
crediting strategies, 154, ETFs, 11, 86, 89, 90, 91
155 Exchange-Traded Funds

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