New Arrivals · Investments

September 4, 2015
These titles were recently added to the collection of the Public Library of Cincinnati and Hamilton County.

Direct path to the CFA charter : savvy, proven strategies for passing your Chartered Financial Analyst exams

September 3, 2015
Bryant, Rachel (Financial analyst), author.
Evans, Georgia : Intellitwist, LLC, 2014.
xiv, 224 pages ; 22 cm
CFA program overview -- Does industry experience matter? -- The first secret to passing CFA exams -- The second secret to passing CFA exams -- What ethics is really all about -- A quiet, important statistic -- The 300-hour trap -- A study plan from start to finish -- Curriculum books or study notes? -- The power of flashcards -- Transforming knowledge into test performance -- A differentiating practice test strategy -- Study groups are overrated -- Read this when you want to quit -- Test day suggestions -- Putting it all together.

A random walk down Wall Street : the time-tested strategy for successful investing

December 29, 2015
Malkiel, Burton Gordon.
©2015
447 pages : illustrations, charts ; 25 cm
Includes index.

5@55 : the 5 essential legal documents you need by age 55

August 13, 2015
Grimaldi, Judith D., author.
Fresno, California : Quill Driver Books, [2015]
x, 139 pages : forms ; 23 cm
Includes index.
The importance of being prepared -- Document 1: the health care proxy -- Document 2: living will and end of life choices -- Document 3: the power of attorney -- Document 4: wills, trusts and other planning tools -- Digital estate planning : the digital diary.

TheStreet.com Ratings' guide to stock mutual funds.

August 12, 2015
Jupiter, FL : TheStreet.com Ratings, c2006-
v. ; 28 cm.
Imprint varies: <Fall 2013-Summer 2015> Amenia, N.Y. : Grey House Publishing.
"A quarterly compilation of investment ratings and analyses covering fixed income funds."

TheStreet.com Ratings' guide to bond and money market mutual funds.

August 12, 2015
Jupiter, FL : TheStreet.com Ratings, 2006-
v. ; 28 cm.
Imprint varies: <Fall 2013-Winter 2014/15> Amenia, N.Y. : Grey House Publishing.
"A quarterly compilation of investment ratings and analyses covering fixed income funds."

Debt : the first 5,000 years

August 12, 2015
Graeber, David.
©2010
542 pages : illustrations ; 22 cm
On the experience of moral confusion -- The myth of barter -- Primordial debts -- Cruelty and redemption -- A brief treatise on the moral grounds of economic relations -- Games with sex and death -- Honor and degradation, or, on the foundations of contemporary civilization -- Credit versus bullion and the cycles of history -- The axial age (800 BC -- 600 AD) -- The Middle Ages (600AD -- 1450 AD) -- Age of the great capitalist empires (1450-1971) -- The beginning of something yet to be determined (1971 -- Present).
"Before there was money, there was debt. Every economics textbook says the same thing: Money was invented to replace onerous and complicated barter systems--to relieve ancient people from having to haul their goods to market. The problem with this version of history? There's not a shred of evidence to support it. Here anthropologist David Graeber presents a stunning reversal of conventional wisdom. He shows that for more than 5,000 years, since the beginnings of the first agrarian empires, humans have used elaborate credit systems to buy and sell goods - that is, long before the invention of coins or cash. It is in this era, Graeber argues, that we also first encounter a society divided into debtors and creditors. Graeber shows that arguments about debt and debt forgiveness have been at the center of political debates from Italy to China, as well as sparking innumerable insurrections. He also brilliantly demonstrates that the language of the ancient works of law and religion (words like guilt, sin, and redemption ) derive in large part from ancient debates about debt, and shape even our most basic ideas of right and wrong. We are still fighting these battles today without knowing it"--Publisher's description.

Straight to hell : true tales of deviance, debauchery, and billion-dollar deals

August 11, 2015
LeFevre, John, author.
©2015
xii, 313 pages ; 24 cm
Windows on the World -- A felonious mentality -- Ode to Liar's Poker -- The parental visit -- The handover -- I'll call you on your cell -- Networking -- Carpet or cock -- The Roadshow -- The Wild Wild East -- The lunch break -- The Warren Buffett of Shanghai -- Bluetooth -- The stakeout -- Princelings and dumplings -- The first day of school -- Because they are Muppets -- The minibar -- Conference call etiquette -- Letting the bad out -- A long day -- Making it rain.
"Over the past three years, the notorious @GSElevator Twitter feed has offered a hilarious, shamelessly voyeuristic look into the real world of international finance. Hundreds of thousands followed the account, Goldman Sachs launched an internal investigation, and when the true identity of the man behind it all was revealed, it created a national media sensation--but that's only part of the story. Where @GSElevator captured the essence of the banking elite with curated jokes and submissions overheard by readers, Straight to hell adds John LeFevre's own story--an unapologetic and darkly funny account of a career as a globe-conquering investment banker spanning New York, London, and Hong Kong."--Amazon.com.

A money saving mindset : 40 ways to help you save

July 24, 2015
Polen, Derek L., author.
©2014.
97 pages ; 22 cm.
The money saving journey -- The reason for 40 ways -- Shopping strategies -- Mindset makers -- Choices that save -- Promotions and programs -- Go start saving -- Money saving game plan -- My prayer for you.
This simple and effective guide gives you 40 ways to help you save hundreds to thousands of dollars. This book was written with the passion to help everyone who wants to keep more of their hard earned money. Also included as a bonus in this books is the Money Saving game Plan. This easy-to-use guide will help you succeed in saving and achieving your financial goals. This book will encourage you to create a "money saving mindset."

Bond guide.

July 23, 2015
New York : Standard and Poor's Corporation.
v. ; 15 x 22 cm.
Title from cover.
At head of title: Standard & Poor's.

The complete idiot's guide to personal finance in your 20s & 30s

June 24, 2015
Fisher, Sarah Young.
Indianapolis : Alpha Books, c2009.
xxi, 362 p. : ill. ; 24 cm.
Addresses areas of key concern for readers in their twenties and thirties, covering such topics as 401(k) and retirement planning, effective budgeting that takes into account spiraling costs and growing families, and the latest Internet banking technologies.

American financial directory.

June 22, 2015
Norcross, Ga. : McFadden Business Publications,
v. : ill. ; 23 cm.
Imprint varies: <Jan./June 2004-July/Dec. 2005> Skokie Il. : Thomson Financial Publishing ; Jan./June 2006-<2012> Accuity and SourceMedia, Inc. <2013-July/Dec. 2015>- Accuity Solutions, part of BankersAccuity.

My side of the street : why wolves, flash boys, quants, and masters of the universe don't represent the real Wall Street

June 16, 2015
Trennert, Jason DeSena.
New York : St. Martin's Press, 2015.
viii, 224 pages ; 22 cm
"On a sticky summer morning at the end of the Eighties, 19-year-old Jason DeSena Trennert--a bright, unconnected Georgetown undergrad with big dreams and an even bigger power tie--set out for Wall Street. Mustering the perceived panache of the bigwigs, he burst through the doors of America's oldest financial firms. He was roundly rejected. And entirely undeterred. Trennert accepted a position as a cold-caller and charged ahead with the blind zeal of inexperience, finding in the process a genuine affinity for the customs and history of his work. Clinging to his dream from humble beginnings in financial sector Siberia--Morgan Stanley's Brooklyn outpost--and enduring the villainization of a respectable profession across two boom-bust cycles, he opened his own boutique company, now one of the world's leading research firms. Part memoir, part love letter to an institution popularly viewed as a necessary (or as just plain) evil, My Side of the Street delivers the long-overdue defense of an industry critiqued by Michael Lewis and others, illuminating the ethical and decent majority who take the subway, worry about mortgages, and keep the entire enterprise on its feet. Introducing the general reader to captains of finance, famous on The Street but invisible to outsiders, Trennert lays on display the absurdity and unbridled joy of big business--a comic tale of unlikely success in America's most notorious industry"-- Provided by publisher.

Beat the crowd : how you can out-invest the herd by thinking differently

June 16, 2015
Fisher, Kenneth L., author.
©2015
xi, 303 pages : illustrations ; 24 cm.

The aspirational investor : taming the markets to achieve your life's goals

June 11, 2015
Chhabra, Ashvin B.
New York : HarperBusiness, an imprint of HarperCollinsPublishers, [2015]
xii, 222 pages : illustrations ; 24 cm
The investor's worst enemy -- The psychology of risk and reward -- The volatility of markets over a human lifetime -- Speculative bubbles and market manias -- How do people become (very) wealthy? -- How much (money) do I need? -- The wealth allocation framework -- Digging deeper -- Seven steps to implementation -- Owning the world -- Do not try this at home -- The aspirational society.
"The Chief Investment Officer of Merrill Lynch Wealth Management explains why goals, not markets, should be the primary focus of your investment strategy--and offers a practical, innovative framework for making smarter choices about aligning your goals to your investment strategy,"--Amazon.com.

Digital gold : bitcoin and the inside story of the misfits and millionaires trying to reinvent money

June 2, 2015
Popper, Nathaniel.
New York, NY : Harper, 2015.
xv, 398 pages ; 24 cm
"A New York Times technology and business reporter charts the dramatic rise of Bitcoin and the fascinating personalities who are striving to create a new global money for the Internet age.Digital Gold is New York Times reporter Nathaniel Popper's brilliant and engrossing history of Bitcoin, the landmark digital money and financial technology that has spawned a global social movement.The notion of a new currency, maintained by the computers of users around the world, has been the butt of many jokes, but that has not stopped it from growing into a technology worth billions of dollars, supported by the hordes of followers who have come to view it as the most important new idea since the creation of the Internet. Believers from Beijing to Buenos Aires see the potential for a financial system free from banks and governments. More than just a tech industry fad, Bitcoin has threatened to decentralize some of society's most basic institutions.An unusual tale of group invention, Digital Gold charts the rise of the Bitcoin technology through the eyes of the movement's colorful central characters, including a British anarchist, an Argentinian millionaire, a Chinese entrepreneur, Tyler and Cameron Winklevoss, and Bitcoin's elusive creator, Satoshi Nakamoto. Already, Bitcoin has led to untold riches for some, and prison terms for others.Digital Gold includes 16 pages of black-and-white photos"-- Provided by publisher.

The one-page financial plan : a simple way to be smart about your money

May 22, 2015
Richards, Carl, 1972- author.
New York, New York : Portfolio/Penguin, 2015.
viii, 211 pages : illustrations ; 22 cm
Discovery -- the most important money question -- Guess where you want to go -- Get really clear about your current location -- Spending and saving -- Budgeting as a tool for awareness -- Save as much as you reasonably can -- Investing -- Buy just enough insurance- today -- "The best investment I ever made": borrowing and spending wisely -- Invest like a scientist -- Strategies for avoiding the big mistake -- Hire a "real financial advisor" -- Behave, for a really long time.
Removes the complexity from investing by encouraging readers to identify deeply personal goals and to use a series of simple, focused steps to help set up and attain a workable, meaningful financial plan.

Smart money : how high-stakes financial innovation is reshaping our world-for the better

May 21, 2015
Palmer, Andrew, 1970- author.
New York : Basic Books, A Member of the Perseus Books Group, [2015]
xviii, 285 pages : illustrations ; 25 cm
Lessons badly learned. Handmaid to history -- From breakthrough to meltdown -- The most dangerous asset in the world -- A force for good. Social-impact bonds and the shrinking of the state -- Live long and prosper -- Equity and the license to dream -- Peer-to-peer lending and the flaws of finance -- The edge: reaching the marginal borrower -- Tail risk: pricing the probability of mayhem.
"Six years after the financial crisis, bankers and other Wall Street types remain villains in the public mind. The standard critique says that they wrecked the economy and destroyed people's savings, and never adequately paid for their crimes. But as Economist editor Andrew Palmer reveals in Smart Money, this detested industry is not only capable of doing great good for society, but offers the most powerful means we have for solving some of our most intractable social problems. Drawing on interviews with leading financiers and a new breed of financial entrepreneurs, Palmer provides a sweeping account of the history, present, and future of financial innovation, arguing that we need it more today than ever before"-- Provided by publisher.

The Cabot growth investor.

May 21, 2015
Salem, MA : Cabot Heritage Corporation, [2015]-
v. ; 28 cm.

CFP certification exam practice question workbook

May 20, 2015
Brandeburg, Matthew.
©2015
362 pages ; 26 cm
Includes index.
"1,000 comprehensive practice questions"--Cover.
"Master exam topics with intensive practice in the essential areas you'll find on the test. All questions are test-level difficulty and focused solely on helping you pass. Whether you're challenging the exam for the first time or trying again after an unsuccessful attempt, you will learn the skills needed to master the exam. Includes 100 practice questions each for General Principles, Insurance, Tax Planning, Investments, Retirement and Employee Benefits, and Estate Planning; two separate 200 question comprehensive practice tests; detailed solutions to all practice questions; keystrokes to master the essential math you will face on the exam."--Back cover.

Security owner's stock guide.

May 18, 2015
New York : Standard and Poor's Corp.
v. ; 14 x 22 cm.
Title from cover.
At head of title: Standard & Poor's.

Your guide to the CFP certification exam : a supplement to financial planning coursework and self-study materials

May 18, 2015
Brandeburg, Matthew.
[Dublin, Ohio ] : Coventry House Pub., c2014.
151 p. ; 25 cm.
Includes index.

The 5 years before you retire : retirement planning when you need it the most

May 14, 2015
Birken, Emily Guy.
Avon, Massachusetts : Adams Media, [2014]
239 pages ; 22 cm
How far away are you? -- Saving and budgeting for the next five years -- Income in retirement -- Find the right financial planner -- What to expect from social security -- Taxes and your retirement income -- What to expect from medicare -- Planning for health-care expenses in retirement -- Housing in retirement -- The family fortunes -- Creating a budget on a retirement income -- Common retirement pitfalls -- If you don?t have enough saved.
Even though half of all Americans put money aside for retirement, it isn't until they reach their sixties that many realize that they haven't saved enough. With The Five Years Before You Retire, you'll hone in on what you need to do in the next five years to maximize your current savings and create a realistic plan for your future. This book guides you through each financial, medical, and familial decision, from taking advantage of the employer match your company offers for your 401k program to enrolling in Medicare to discussing housing options with your family. Covering every aspect of retirement planning, these straightforward strategies explain in detail how you can make the most of your last few years in the workforce and prepare for the future you've always wanted.

The debt escape plan : how to free yourself from credit card balances, boost your credit score, and live debt-free

May 14, 2015
Harzog, Beverly Blair.
Pompton Plains, NJ : Career Press, Inc., [2015]
281 pages ; 21 cm
9 mistakes that keep you stuck in debt -- Look your debt in the eye and own it -- What's your money personality? -- Be the boss of your budget -- (Almost) Pain-free ways to increase your income -- Create your debt escape plan -- Staying motivated when things go wrong -- What if you're in a true debt disaster? -- 7 simple strategies to boost your credit score -- Debt-proof your future.

Quicken 2015 for dummies

May 14, 2015
Nelson, Stephen L., 1959-
Hoboken, NJ : John Wiley & Sons, 2014.
xii, 370 pages : illustrations ; 24 cm.
Includes index.

Quicken 2015 : the official guide

May 14, 2015
Sandberg, Bobbi.
New York : McGraw-Hill Education, [2015]
xx, 556 pages : illustrations ; 24 cm
Includes index.
pt. 1. Learning Quicken basics. 1. Installing Quicken and meeting its features : What is Quicken? ; Getting started ; The Quicken interface ; Accounts ; Using one step update and the password vault -- 2. Getting started with Quicken : How financial transactions are tracked ; As you begin ; Accounts -- 3. Getting up and running with Quicken mobile : Understand mobile applications ; Meet Quicken's mobile app ; Beginning with Quicken's mobile app ; Using your mobile device -- 4. Working with accounts, categories, and tags : Setting up other banking accounts ; Categories ; Tags -- pt. 2. Banking. 5. Recording bank and credit card transactions : Getting started ; Quicken's registers ; Working with existing transactions ; Quicken's other account features -- 6. Using online banking features : Online account services ; The online center ; Bills and income reminders ; Useful Quicken features ; About alerts -- 7. Reconciling your accounts and examining your banking activity : Reconciling bank accounts ; Other reconciliation tasks and features ; A closer look at the spending tab -- pt. 3. Managing your investment accounts. 8. Working with investment transactions and Quicken's research tools : Quicken investment basics ; Working with investment accounts ; Working with the security list ; Downloading quotes and investment information ; Using Investing.Quicken.com for updates -- 9. Monitoring assets and loans : The basics ; Creating property and debt accounts ; Loan accounts in Quicken ; Other asset transactions -- pt. 4. Understanding your financial position. 10. Keeping tabs on your net worth : The property & debt tab -- 11. Evaluating your position : Using the investing tab ; Using investment analysis tools -- pt. 5. Designing your financial future. 12. Planning your future and using financial calculators : Planning for retirement ; Getting started with the Quicken lifetime planner ; The "what if" alternatives ; A look at Quicken's financial calculators ; Using the financial calculators -- 13. Reducing debt and saving money : Reducing your debt ; Budgeting with Quicken ; Quicken's automatic budget ; Where does your money go? -- 14. Planning for tax time : Tax information in accounts and categories ; Tax reports ; Online tax tools ; About Turbo-Tax ; Planning to avoid surprises ; Meeting the estimators -- 15. Creating Quicken reports : Quicken reports overview ; Working with reports and graphs -- pt. 6. Appendixes. A. Managing Quicken files : Working with multiple data files ; Password-protecting Quicken data ; Backing up your Quicken data file ; Additional file procedures -- B. Customizing Quicken : Customizing Quicken's interface ; Setting preferences ; Useful tips ; Quicken emergency records organizer.
"Take control of your personal finances using the best practices and time-saving tips in Quicken 2015: the official guide!"--Page 4 of cover.

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