Appendix: Definitions, Metrics, and Resources

An investment in knowledge pays the best interest.

– Benjamin Franklin

More important than the will to win is the will to prepare.

– Charlie Munger

We've presented you with a lot to absorb, and in a few places we referred you to the Appendix. The first half of this Appendix follows up on several topics from Chapter 2 (investment services, online brokerage services, and more), and offers a deeper dive on bonds, the yield curve, and more from Chapter 9 (Designing Your Portfolio). Finally, because we are all about data—collecting and using data to put the investing puzzle pieces together—we've shared several of our go-to resources to help get you going. We're always looking for new resources and repositories of information, which is why we recommend you check with our more in-depth and regularly updated resource list at

Chapter 2

There are a lot of investment services out there, so we've just listed a few that we've personally used and/or thought useful. For a more complete and more up-to-date list, please visit the website for this book at

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