A new e-book is available for download at no cost. The book can be downloaded at http://www.utahfinancialadvisor.blogspot.com. Each chapter of the e-book describes a misunderstood financial topic. View the table of contents and determine which subjects you would like more information on. Then simply refer to that particular page of the e-book.
Introduction - 4
Exactly What is a Bond? - 5
What are the Different Types of Bonds? - 6
Preferred Stock - Stock or Bond? - 7
Common Stock - Value, Growth, Large, Small? - 8
Should I Utilize Money Market Accounts? - 9
What Should I Look for in a Mutual Fund? - 10
How are ETFs Different Than Mutual Funds? - 11
What are Target-Date (Lifecyle) Funds? - 12
How is Ordinary Income Different than Capital Gains? - 13
What do I Need to Know About my 401k? - 14
How do 403(b) and 457 Plans Compare to 401(k)s? - 15
What is an IRA? - 16
What is the Difference Between a Traditional IRA and a Roth IRA? - 17
How is a SEP Different From a IRA or 401(k)? - 18
Are 529 Plans the Best Way to Save for College? - 19
What do Stock Indices Measure? - 20
What is the Value of Diversification?
Why is it Important to Understand Your Tolerance for Risk? - 22
What do I Need to Know About Variable Annuities? - 23
What are Equity-Indexed Annuities? - 24
What are REITs? - 25
How do Options Work? - 26
What are Hedge Funds? - 27
What are the Differences Between Load and No-Load Investments?
What are the Differences Between a Broker/Dealer and Registered Investment Advisor? -29
Fee-only or Fee-based? - 30
Questions? - 31
About Mr. Jefferies
Lon Jefferies is an investment advisor representative with Net Worth Advisory Group, a fee-only financial planning firm in Salt Lake City, Utah. He is a member of the National Association of Personal Financial Advisors (NAPFA) and a candidate for CFP™ certification. He possesses an MBA and bachelor's degrees in Finance and Marketing from the University of Utah. Lon writes articles for local magazines such as Business Connect and Utah Business Magazine, and he consistently contributes articles to online magazines such as FIGuide.com and FILife.com (by The Wall Street Journal). Additionally, Lon is a platinum expert author at EzineArticles.com. Lon has been quoted nationally in publications such as the NY Times and Investment News.
Contact Info
View Lon's blog at http://www.utahfinancialadvisor.blogspot.com, and visit Net Worth Advisory Group's home page at http://www.networthadvice.com. Lon can be emailed at lon@networthadvice.com, or phoned at (801) 566-0740.
