Free Stock Market Investment Booklet

Any suggestions and illustrations in this blog are not intended as financial advice. They are my personal opinions.

Last week, when I presented my annual stock market update webinar for the East Brunswick Public Library, I provided a 120-page handout which I want to share with my blog readers.

The handout begins with some basic information about why companies sell shares of stock, before moving to an analysis of the last ten years’ performance of exchange-traded funds (ETF) of eleven S&P 500 sectors compared to the S&P 500 index ETF.

I use 38 charts in my illustrations, including ten-year performance charts of ten well-known companies whose stock valuation is lower today than ten years ago.

I also included three do-it-yourself stock market, interest rates, and inflation prognostication graphs to explain my assumptions and predictions.

The 2024 performance charts I posted in blogs earlier this year are also incorporated into the handout. Supplemental charts explain and illustrate what I discussed during the webinar. My opinions cover stock market investing and establishing a rainy-day fund, including how much should be in it and how it could be invested to provide security against unexpected future events. I provide many opinions but endeavor not to make any recommendations. The information I provide can be used when making your own decisions. I also recommend you consult a personal financial advisor.

My handout includes a 13-item list of ways people who profess not to gamble, do gamble when the stakes are very high if they win or perhaps lose. An example representative bet is when a person buying life insurance is betting they will die, and the insurance company is betting they will live. This is one bet where both sides hope the eventual outcome is greatly delayed! With this bet, you are likely buying financial security for some family members or the liquidity of your estate, but nothing tangible for yourself.

I present this program throughout the year to various groups, including CPAs and financial planners. My program provides me with a list of more than 50 personal financial planning questions clients ask. These questions provide a glimpse of the services CPAs offer to their clients.

A considerable proportion of my handout content originally appeared in my blog posts, so I suggest reading this blog regularly. My blog covers a myriad of topics, including investing and financial planning. You can also follow me on LinkedIn, where I provide links to all my blog posts.

You can receive a free PDF copy of the 120-page handout by emailing a request to [email protected]. Just put Stock Market Handout as the Subject. No message is necessary.

You do not need to read the handout cover-to-cover, but you can refer to the parts that are relevant to your situation as needs arise.