Clever Girl Finance

Clever Girl Finance

by Bola Sokunbi
Released October 2020
Publisher(s): Wiley
ISBN: 9781119696735

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Book description

Learn the basics of investing with this approachable guide to the world of finance 

Clever Girl Finance: Learn How Investing Works, Grow Your Money is the leading guide for women who seek to learn the basic foundations of personal investing. In a no-nonsense and straightforward style, this book teaches readers:

  • Exactly how investing works and what you should be doing, no fancy finance degree required
  • How to leverage investing to build long term wealth even on a modest salary
  • The key pitfalls to avoid in order to become a successful investor
  • How to build a nest egg and invest in your future
  • Insights from real-world success stories from other "clever girl investors" 

Clever Girl Finance teaches readers the irreplaceable value of investing for long-term financial gain, and the difference between making money and building wealth. 

Written for any woman who’s ever sought out an accessible introduction to the world of investing, this book is especially suited to women interested in learning how investing works and taking guided action towards their financial success. 

Table of contents

  1. Cover
  2. About the Author
  3. Acknowledgments
  4. You Are in the Right Place! Get Ready to Become a Clever Girl Investor!
  5. How to Use This Book
  6. CHAPTER 1: Adjusting Your Mindset About Investing
    1. WHY INVESTING MATTERS
    2. GETTING EDUCATED ABOUT INVESTING
    3. WOMEN AND THE INVESTMENT GAP: WHY IT'S MORE IMPORTANT THAN EVER FOR WOMEN IN PARTICULAR TO INVEST
    4. MY INVESTING STORY: THE COMPLETE GAME-CHANGER FOR MY FINANCES
    5. NOTES
  7. CHAPTER 2: How the Stock Market Works
    1. WHAT IS THE STOCK MARKET?
    2. STOCK EXCHANGES IN THE UNITED STATES
    3. INDICES AND THE STOCK MARKET
    4. THE ECONOMY AND THE STOCK MARKET
    5. HOW THE ECONOMY AFFECTS YOUR PORTFOLIO
    6. CLEVER GIRL INVESTOR: MEET JENNIFER “JENNY” COOMBS
    7. NOTES
  8. CHAPTER 3: Core Investing Concepts: Inflation, Compounding, and the Rule of 72
    1. INFLATION
    2. WHAT CAUSES INFLATION?
    3. INFLATION IN THE UNITED STATES
    4. COMPOUNDING
    5. HOW COMPOUND INTEREST WORKS
    6. THE RULE OF 72
    7. COMPOUND INTEREST, THE RULE OF 72, AND DEBT
    8. CLEVER GIRL INVESTOR: MEET CINDY E. ZUNIGA
    9. NOTES
  9. CHAPTER 4: Preparing to Invest
    1. KEY FACTORS TO ENSURE YOU'RE PREPARED TO INVEST
    2. SETTING YOUR INVESTMENT OBJECTIVES
    3. UNDERSTANDING RISK
    4. MITIGATING RISK
  10. CHAPTER 5: The Different Types of Stock Market Investments
    1. INVESTING IN STOCKS
    2. MARKET CAPITALIZATION AND STOCKS
    3. INVESTING IN BONDS
    4. WHAT TO KNOW ABOUT BONDS
    5. SHOULD YOU BUY INDIVIDUAL STOCKS AND/OR BONDS?
    6. INVESTING IN FUNDS
    7. INDEX FUNDS TO WIN
    8. THE KEY BENEFITS OF INDEX FUNDS
    9. POPULAR INDEX FUNDS
    10. NOTES
  11. CHAPTER 6: Researching Your Investments
    1. THINGS TO LOOK FOR WHEN RESEARCHING INVESTMENTS
    2. EXTRA CREDIT: MORE INVESTING TERMS AND DEFINITIONS
    3. CLEVER GIRL INVESTOR: MEET ADEOLA OMOLE
    4. NOTES
  12. CHAPTER 7: Where and How to Purchase Your Investments
    1. BROKERAGE FIRMS AND ROBO-ADVISORS
    2. WORKING WITH A FINANCIAL ADVISOR
    3. PRACTICING WITH SIMULATION ACCOUNTS
    4. TRADING VERSUS INVESTING
    5. CLEVER GIRL INVESTOR: MEET JULLY-ALMA TAVERAS
  13. CHAPTER 8: Investing for Retirement
    1. TYPES OF RETIREMENT INVESTMENT ACCOUNTS
    2. WHAT TO DO WHEN YOU LEAVE YOUR EMPLOYER
    3. TIPS TO MAXIMIZE YOUR RETIREMENT INVESTMENTS
    4. ARE YOU SAVING ENOUGH?
    5. INVESTING DURING RETIREMENT
    6. CLEVER GIRL INVESTOR: MEET FANEISHA “FO” ALEXANDER
    7. NOTES
  14. CHAPTER 9: Simple Investing Strategies
    1. THE 3-FUND PORTFOLIO INVESTING STRATEGY
    2. ALTERNATIVE INVESTING STRATEGIES: THE 1-FUND, 2-FUND, 4-FUND, AND 5-FUND PORTFOLIOS
    3. CLEVER GIRL INVESTOR: MEET JAMILA SOUFFRANT
    4. NOTES
  15. CHAPTER 10: Keeping Your Investmentson Target
    1. HOW DOES REBALANCING WORK?
    2. WHEN TO REBALANCE YOUR PORTFOLIO
    3. A COMMON RULE OF THUMB: 100 MINUS YOUR AGE
    4. HOW OFTEN SHOULD YOU REBALANCE YOUR PORTFOLIO?
    5. TARGET-DATE FUNDS, ROBO-ADVISORS, AND PORTFOLIO REBALANCING
    6. LETTING GO OF A LOSING INVESTMENT
  16. CHAPTER 11: The Deal with Taxes
    1. INCOME TAX AND CAPITAL GAINS TAX
    2. TAX LOSSES
    3. MINIMIZING YOUR TAX OBLIGATION
    4. NOTE
  17. CHAPTER 12: Investing Mistakes and Pitfalls to Avoid
    1. KEY INVESTING MISTAKES AND HOW TO AVOID THEM
    2. CLEVER GIRL INVESTOR: MEET REGINA BYRD
  18. In Closing
    1. TAKEAWAYS TO REMEMBER
  19. Index
  20. End User License Agreement

Product information

  • Title: Clever Girl Finance
  • Author(s): Bola Sokunbi
  • Release date: October 2020
  • Publisher(s): Wiley
  • ISBN: 9781119696735