Bonds: The Unbeaten Path to Secure Investment Growth
The bond strategies presented in this book are used by the wealthiest investors and financial advisers to maximize the return on their portfolios while providing security of principal. These strategies can help you determine how to use bonds in your portfolio and take control of your financial destiny. You'll be playing it smart while playing it safe.
Silver Medal Winner, Axiom Business Book Awards (2008)
Silver Medal Winner, Independent Publishers Book Award (IPPYs) (2008)
Silver Medal Winner, Advertising/Marketing/PR/Event Planning Category, Axiom Business Book Awards (2008)
Part 1: Clearing the Cobwebs.
1 Bonds: The Better Investment.
2 The All-Bond Portfolio.
3 Adopting the All-Bond Portfolio: A Case Study.
Part 2: Bond Basics.
4 The Evolution of a Bond: From a Verbal IOU to Electronic Entry.
5 The Life of a Bond: How It's Created, Issued, Priced, and Traded.
Part 3: Bond Categories.
6 U.S. Treasury Securities.
7 U.S. Savings Bonds.
8 U.S. Agency Debt.
9 U.S. Agency and Other Mortgage-Backed Securities.
10 Municipal Bonds.
11 Corporate Bonds.
12 Bond Look-Alikes.
Part 4: Options for Purchasing Bonds.
13 How to Buy Individual Bonds: A Tool Kit.
14 Bond Funds: The Good, the Bad, and the Worst.
15 Bonds Funds: A Taxing Matter.
16 Choosing a Bond Fund.
Part 5: Bond Investment Strategies.
17 Investment Planning With Bonds: How to Design Your Bond Portfolio.
18 Financial Planning With Bonds.
19 Maximizing Profits: How to Make the Most Money From Bonds.
Appendix: Useful Web Sites.
Stan Richelson is a NAPFA-registered, fee-only financial adviser and life-planning coach. Before becoming a financial adviser, he practiced law for a major Wall Street law firm, as well as for large corporations. He is a member of the Pennsylvania and New York bars. With Hildy Richelson, he coauthored several books including Venture Capital: The Definitive Guide for Entrepreneurs, Investors, and Practitioners (Wiley, 2001). The Richelsons practice in Blue Bell, Pennsylvania.
-Financial Planning magazine "Standard advice says investors need to strike a comfortable balance between risk tolerance and return expectations. In Bonds: The Unbeaten Path to Secure Investment Growth, Stan and Hildy Richelson convincingly challenge conventional wisdom. They outline how to find safety without sacrifice by harnessing the unique risk-adjusted characteristics of bonds."
Chief Executive and Investment Officer, Friess Associates
Manager of the Brandywine Funds
"The unconventional wisdom in 'the unbeaten path' will soon become the conventional wisdom for anyone nearing retirement and frightened by the stock market's volatility. Hildy and Stan Richelson do all of us a big favor by outlining, step-by-step, how we can use bonds for growth and income."
-Kevin Adler, MBA
Editor, NAPFA Advisor
"Hildy and Stan Richelson demystify bond investing. And in place of conventional, equity-based strategies, they convincingly propose bonds as the preferred alternative for individuals seeking attractive returns with low risk."
-Andrew B. Williams, CFA
Chief Investment Officer, Philadelphia International Advisors