The Financial Lexicon

in later chapters. Next follows a series of questions designed to test a reader’s understanding of the options terms. The remainder of the book presents four actionable options strategies, in each case explaining how to construct the options position, providing a real world example, and discussing risks and tax considerations associated therewith. In addition to presenting four useful options strategies every investor should know, this book challenges the stereotype of options as being only a risky and speculative venture by focusing on sensible ways to enhance income, reduce risk, and capture capital appreciation.

elements of building a well-rounded retirement portfolio: predictable income, inflation protection, deflation protection, liquidity, and principal preservation. In the context of the five fundamentals, this book discusses a variety of popular investing topics including dividend growth investing, high-yield bonds, call and put options, and commodities. It also provides unique insight into buy-and-hold investing, taxable-equivalent bond yields, the debt ceiling, and more! The 5 Fundamentals of Building a Retirement Portfolio aims to help each reader become a better-informed investor with a good grasp of the decision-making process necessary to select the various assets best suited for his or her retirement portfolio.