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BOOK PROPOSAL
March 3, 2009
Subject/Market
Investing, individual and institutional
Description
Individual and institutional investors have been badly burned in the last decade. Many areon the verge of ruin because of poor investment practices based on bad advice from WallStreet and lax regulatory oversight. This book explains what went wrong and how toinvest in the future to ensure a reliable cash flow.The book is finished; the Contents and Chapter Outline are included here; (161 pages inMicrosoft Word using 12pt Times New Roman font, single-spaced; 40,000 words, 50images, 22 tables). Title: “Investing for Cash Flow”. SubTitle: “Individual andinstitutional investors must change their investment style to survive financial crises”.
Author
Economist and Certified Financial Planner™ who has spent 30 years on Wall Street …Managing Director at Morgan Stanley; EVP and CIO at Fidelity Investments; on theBoard of Prudential Securities responsible for their merger with Wachovia.George R. Fisher 5 Pier 7Charlestown, MA 02129-4225Cell 917-514-8204Fax 215-689-4880emailgeorge@georgefisher.com
Similar books
Asset AllocationRoger C. GibsonCommon Sense on Mutual FundsJohn C. BogleThe Four Pillars of InvestingWilliam BernsteinThe Intelligent InvestorBenjamin GrahamUnconventional SuccessDavid F. SwensenWinning Investment StrategyLarry E. Swedroe
Why is this book different?
Many books on investing are filled with the mathematics of Modern Portfolio Theory or recount the history of the markets, and most give general advice; but none actually tellinvestors what they should do in practice. This book provides a step by step processinvestors can and should follow to produce a reliable cash flow; the book uses academicanalysis and detailed statistics/charts but it is accessible to all experienced investors.
Portions have been posted on the web and have received a very favorable response.
Contents
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Introduction
The purpose of investing is to produce a reliable cash flow.
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Modern Portfolio Theory (MPT)
A primer on the basics of portfolio construction.
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Process
The steps to take1.Choose the asset classes2.Active management or indexing?3.Specific security, closed-end, mutual fund, ETF?4.Pick the specific investments5.Choose the asset allocation6.Manage the investment portfolio using Portfolio Rebalancing7.Produce a Reliable Cash Flow8.Become a Lobbyist
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Appendixes
oGeometric vs. Simple AverageoThe Cost of CostsoWhat good are bond funds?oWriting Options as an Alternative to Market OrdersoProtection of Assets: SIPC and Excess Coverageo1975: Landmark Year
o
Notes For Individual Investors
Choose the brokerage firm
Set account options
Taxable and retirement accounts
How much can you withdraw from a portfolio?
Why not buy an annuity?
Effective Tax Rate
Rollovers: Why Not & How To
Estate Planning: a call to action
Time Value of Money
BibliographyDisclaimersIndex
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