Online Investing with Quicken 2000

Name: Online Investing with Quicken 2000
Price: 6.75 USD
Availability: InStock
ISBN: 9780072123920

ISBN-10: 0072123923

ISBN-13: 9780072123920

Edition: 2000

Authors: Susan Price

List price: $24.99

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Description:

This work covers online information about investing using Quicken 2000. It teaches the reader how to track a portfolio from anywhere in the world on the Web, check asset allocation and rebalance holdings. It includes worksheets and charts.

Book details

List price: $24.99
Copyright year: 2000
Publisher: McGraw-Hill Professional Publishing
Binding: Hardcover
Pages: 448
Size: 7.50" wide x 9.25" long x 1.00" tall
Weight: 1.848
Language: English

Foreword	p. xxi
Acknowledgments	p. xxiii
Introduction	p. xxv
Getting Started
Investing Online: The Internet, Quicken, and Quicken.com	p. 3
The Internet's Impact on Investing	p. 4
The Rise of the Internet	p. 5
Bringing Order to the Chaos	p. 5
The Benefits of Online Investing	p. 6
Tools in Quicken and on Quicken.com	p. 8
Mastering the Basics of Investing	p. 11
Why You Need to Invest	p. 12
Battling Inflation	p. 12
Many Happy Returns	p. 13
The Essentials of Stocks and Bonds	p. 13
What Stocks and Bonds Earn	p. 14
Taking Stock	p. 14
Getting More Information on Quicken.com	p. 15
Common and Preferred Shares	p. 16
How You Make Money with Stocks	p. 16
Types of Stocks	p. 17
The Basics of Bonds	p. 19
How Bonds Work	p. 19
How Bonds Are Priced	p. 20
Understanding Yield	p. 20
Government Bonds: The Safest Haven	p. 20
Checking Prices on Quicken.com	p. 22
Corporate Bonds	p. 23
Zero-Coupon Bonds	p. 23
Easy Investing with Mutual Funds	p. 24
What's in a Fund?	p. 24
Stocks or Funds?	p. 25
Finding Funds	p. 26
Other Investments	p. 26
Real Estate Investment Trusts	p. 26
Commodities	p. 26
Setting Up Your Investments with Quicken	p. 29
Quicken Investment Features	p. 30
Investing Center	p. 31
Portfolio View	p. 32
Security Detail View	p. 33
EasyActions	p. 34
Quicken Quotes	p. 35
Brokerage Downloads	p. 35
Investment Reports and Graphs	p. 35
Is Your Brokerage Firm a Quicken Partner Institution?	p. 36
Quicken.com Investment Features	p. 36
Quicken.com Channels	p. 37
Investing Pages	p. 38
Customizing the Quicken.com Portfolio	p. 42
Quicken Investment Accounts	p. 42
Types of Accounts	p. 42
Other Information for Setting Up Investment Accounts	p. 43
Setting Up Investment Accounts	p. 45
Quicken Security Details	p. 46
Types of Securities	p. 46
Modifying the Security Type List	p. 47
Other Information for Setting Up Securities	p. 47
Modifying the Investment Goals List	p. 48
Entering Account Balances	p. 50
Setting Up a Security	p. 51
Starting-Balance Strategies	p. 51
Examples of Starting-Balance Strategies	p. 53
Exporting Your Portfolio to Quicken.com	p. 54
Entering Purchase and Sale Transactions	p. 55
Building Your Financial Plan
Setting Your Financial Goals	p. 59
Getting Your Finances Under Control	p. 60
What's Your Net Worth?	p. 60
Checking Your Net Worth with Quicken	p. 62
Tracking Your Spending	p. 64
Entering Transactions in Quicken	p. 65
Creating a Budget with Quicken	p. 67
Using Quicken to Compare Budgeted to Actual Results	p. 70
Using Alerts	p. 72
Climbing Out of Debt	p. 74
Good and Bad Debt	p. 74
Using the Debt Reduction Planner	p. 75
Getting Help	p. 77
Finding the Best Deals	p. 78
Managing Your Credit Cards	p. 78
Shopping for a Credit Card with Quicken.com	p. 80
Finding the Best Mortgage	p. 81
Using the Loan Calculator	p. 82
Using the Refinance Calculator	p. 84
Saving Smart	p. 84
You Can Save More Than You Think	p. 85
Using the Investment Savings Calculator	p. 86
Putting Savings to Work	p. 87
Finding High-Paying Savings Accounts	p. 88
Determining Your Goals	p. 89
What's a Realistic Goal?	p. 90
Long-Term vs. Short-Term Goals	p. 90
Using the Planning Center	p. 91
Saving for College	p. 93
Checking College Costs on Quicken.com	p. 94
Retiring Rich	p. 96
Designing Your Investing Strategy	p. 99
Understanding the Risks of Investing	p. 100
Market Risk	p. 100
Investment Risk	p. 101
The Long Run: Buy and Hold	p. 101
The Power of Compounding	p. 102
Diversify, Diversify, Diversify	p. 103
It's in the Mix	p. 104
Grouping Stocks by Sector	p. 105
Not Too Much, Not Too Little	p. 105
Modern Portfolio Theory	p. 106
The All-Important Asset Allocation	p. 106
Assessing Your Risk Tolerance	p. 107
Specifying Asset Classes	p. 108
Viewing Asset Allocation	p. 110
Using Quicken's Asset Allocation Guide	p. 111
Setting Up Your Target Asset Allocation	p. 112
Jump-Start Your Investing Plan	p. 113
Visiting the Message Boards on Quicken.com	p. 114
Participate in the Message Boards on Quicken.com	p. 115
Join the Club	p. 116
You Don't Need a Million: Start Small	p. 116
Retiring Rich	p. 119
Retirement in the New Millennium	p. 120
The Importance of Planning	p. 120
How Much You'll Need	p. 121
Using the Retirement Calculator	p. 122
Using the Retirement Planner	p. 123
Get Started--Right Now	p. 125
Crafting an Investment Plan	p. 126
Count on Social Security	p. 126
Pension Plans	p. 126
Using the Quicken.com Retirement Channel	p. 127
Investing for the Rest	p. 128
The Benefits of Tax-Deferred Savings	p. 128
Accounts You'll Need	p. 128
Individual Retirement Accounts	p. 129
Which IRA Is Best?	p. 130
Should You Convert?	p. 130
Using Quicken.com's Roth IRA Planner	p. 131
Accounts for Small Businesses and the Self-Employed	p. 131
Variable Annuities	p. 132
The 401(k) Revolution	p. 133
401(k) and 403(b)	p. 133
The Benefits of 401(k)s	p. 134
Maximizing Your 401(k)	p. 135
Roll It Over	p. 136
Updating 401(k) or 403(b) Account Balances in Quicken	p. 137
Turbocharge Your Account with the Right Investments	p. 140
Taking on Taxes	p. 143
Don't Ignore Uncle Sam	p. 144
Understand the Tax Implications of Your Investing Decisions	p. 144
Learn About Tax Rules	p. 145
A Real-Life Example	p. 145
Keep Good Records	p. 145
Getting Tax Information on Quicken.com	p. 146
Taxable and Nontaxable Accounts	p. 147
Entering Tax Information for Quicken Investment Accounts	p. 148
Using the Taxes Center	p. 150
Selling Securities	p. 151
Capital Gains and Losses	p. 151
Establishing the Cost Basis	p. 153
Accounting for Security Sales	p. 155
Using the Capital Gains Estimator	p. 156
Preparing a Capital Gains Report	p. 158
The Mutual Fund Tax Trap	p. 159
Watch the Taxes on Employee Stock Options	p. 160
Dividends Are Income, Too	p. 161
Preparing an Investment Income Report	p. 162
Finding the Right Investments
Finding the Right Mutual Funds	p. 167
Why Funds Are Favorites	p. 168
What's in a Fund?	p. 168
Learning About Mutual Funds on Quicken.com	p. 169
Net Asset Value	p. 170
The Benefits of Investing in Funds	p. 170
The Drawbacks of Funds	p. 171
Types of Funds	p. 171
Open-End and Closed-End Funds	p. 171
They Are What They Hold	p. 172
Learning About a Fund Family	p. 175
Funds by Strategy	p. 176
Keeping Costs Down	p. 177
Loads and No Loads	p. 179
Expense Ratios	p. 179
Buy Direct and Save	p. 180
Finding the Right Funds	p. 180
The Top 25 Funds	p. 181
Using Quicken's Mutual Fund Finder	p. 182
Researching Funds	p. 184
Reading the Prospectus	p. 185
Checking Past Performance	p. 186
Measuring Fund Risk	p. 187
Getting In-Depth Information About a Fund on Quicken.com	p. 189
Planning Your Stock Strategies	p. 193
Understanding How Stocks Behave	p. 194
Is the Market Efficient?	p. 194
One True Thing	p. 195
Inexpensive Doesn't Mean Cheap	p. 195
Picking the Right Stocks	p. 196
Blue-Chip Stocks	p. 196
Cyclical Stocks	p. 196
Penny Stocks	p. 196
Learning About Stocks on Quicken.com	p. 197
Foreign Stocks	p. 198
Tracking Stocks	p. 198
Growth Stocks	p. 199
Value Stocks	p. 199
Stock Strategies	p. 200
Going for Growth	p. 200
Seeking Value	p. 200
Contrarian Investing	p. 201
Dogs of the Dow	p. 201
Dollar-Cost Averaging	p. 201
Buying Direct with DRIPs	p. 202
Doing Your Research	p. 203
Tracking Analysts' Estimates and Research	p. 203
Researching Stocks on Quicken.com	p. 206
Reading an Annual Report	p. 210
It's the Economy	p. 212
Picking the Best Stocks	p. 217
The Nature of Stocks	p. 218
Fundamentally Speaking	p. 219
The Financial Statements	p. 219
Finding Financial Statements and SEC Filings on Quicken.com	p. 220
Learning More in Quicken.com's Glossary	p. 221
Reading the Balance Sheet	p. 222
Reading the Income Statement	p. 223
Reading the Statement of Cash Flows	p. 225
Using Quicken.com's Stock Evaluator	p. 226
Building Stock Screens	p. 231
Choosing Your Criteria	p. 231
Screening Stocks with Quicken and Quicken.com	p. 232
Applying Technical Analysis	p. 236
Reading the Charts	p. 236
Charting Multiple Stocks	p. 238
Charting Market Indexes	p. 238
Charting Stocks with Quicken	p. 239
Charting Stocks with Quicken.com	p. 242
Online Trading
Opening a Brokerage Account	p. 249
Finding the Best Broker	p. 250
What Do Brokers Do?	p. 250
What Do You Need in an Online Broker?	p. 252
Finding an Online Broker with Quicken.com	p. 253
Features of Online Brokerages	p. 254
Finding a Quicken Partner Brokerage Firm	p. 256
You're Covered	p. 257
Downsides of Online Brokerages	p. 260
Opening Your Online Account	p. 260
Setting Up an Account for Online Investment Tracking	p. 261
Account Security	p. 264
Getting the Most from Your Account	p. 264
Ready, Set, Trade	p. 267
The Stock Exchanges	p. 268
The Over-the-Counter Market	p. 269
How Trades Are Made	p. 269
The Path of a Trade	p. 270
Electronic Communications Networks	p. 270
Trading Terminology	p. 270
Calling Up Quotes	p. 273
Delayed vs. Real-Time Quotes	p. 273
Where to Get Quotes	p. 274
When a Stock Splits	p. 276
Getting Quotes on Quicken.com	p. 277
Getting Your Order Right	p. 280
Types of Orders	p. 280
Night Moves: After-Hours Trading	p. 281
The Risks and Rewards of Day Trading	p. 283
How Day Trading Works	p. 283
How Day Traders Make Money	p. 284
What You'll Need	p. 285
Monltoring and Expanding Your Portfolio
Keeping on Track	p. 289
The Importance of Portfolio Tracking	p. 290
What Portfolio Tracking Does	p. 290
How Much Is Enough?	p. 291
Measuring Total Return	p. 291
The Benefit of Entering Transactions into Quicken	p. 292
Manually Entering Investment Transactions into Quicken	p. 293
Downloading Investment Transactions into Quicken	p. 297
Viewing Portfolio Performance	p. 307
Generating Investment Reports and Graphs	p. 308
Keeping Tabs on Your Stocks	p. 310
Get the News You Need	p. 311
Checking for News with Quicken and Quicken.com	p. 312
Company News: Mergers, Spin-offs, and Buybacks	p. 314
Insider Signals	p. 317
Other Online News Resources	p. 318
Go to the Boards	p. 318
Finding Insider Trading News on Quicken.com	p. 319
Steer Clear of Rumors and Fraud	p. 320
Checking In at Quicken.com's Message Boards	p. 321
Measuring Your Portfolio's Performance	p. 325
Comparing Your Investments to Benchmarks	p. 326
Benchmarking Stocks	p. 326
Tracking Indexes with Quicken	p. 327
Benchmarking Mutual Funds	p. 328
Checking Mutual Fund Benchmarks on Quicken.com	p. 329
Rebalancing Your Portfolio	p. 330
Why Rebalance?	p. 330
Adjusting Your Holdings	p. 330
Addition and Subtraction	p. 331
Rebalancing Your Portfolio with Quicken	p. 331
When to Hold 'Em and When to Fold 'Em	p. 333
Setting Target Prices	p. 334
Using Quicken's Price Alerts	p. 335
Other Selling Strategies	p. 337
Will It Turn Around?	p. 338
Revising Your Master Plan	p. 338
Taking Investing to the Next Level	p. 343
Inside Initial Public Offerings	p. 344
Doing the Deal	p. 345
Reading the Prospectus	p. 345
Getting Your Hands on Shares	p. 346
IPO Investing Strategies	p. 347
Other Types of Offerings	p. 347
Finding IPO Information on Quicken.com	p. 348
Buying on Margin	p. 349
Boosting Your Profits with Options	p. 351
Buying an Options Contract	p. 351
Getting Started in Options	p. 353
Investments to Add to Your Portfolio	p. 354
Playing the Indexes with Exchange-Traded Funds	p. 355
Using Warrants to Boost Stock Returns	p. 355
Having It Both Ways with Convertible Bonds	p. 356
Table of Contents provided by Syndetics. All Rights Reserved.