Index
A
1031 Exchange
1031 Time Restrictions
$1M checking account
$1M Gift
12-B-1 Fees
2008 Market Crash, xvi
401(k)
403(b)
457
401(k) versus 401Condo
529 College Accounts
Accredited Investor
Accreditation Standards
Account Balance
Adaptive managed stocks and bonds
Airplane "Risk" analogy
Alan Greenspan
All Possible Investments Chart
All-Stars, xviii
Alternative Minimum Tax
Amputated Toe Analogy
Annuities
Annuitization
Annuity crediting methods
Annuity Problem
Arthur Godfrey
Assets vs. Liabilities
Assets Under Management (AUM)
Asset Protection
Automobile Purchase
B
Bank Notes
Bankruptcy
Bankruptcy Law of 2005
Barrel of Oil
Bear Markets
Beneficiary Needs
Beta
Bike Path
Black swan event
BMW Mechanic Analogy
Bonds
Bond Ladder
Bonds—Inflationary Risk
Bonds—Information Risk
Bonds—Interest Rate Risk
Bonds—Loss of Purchase Power
Bonds versus Interest Rates
Broken Clutch Analogy
Broken Radiator Analogy
Brokerisms
Building a home
Bullion
Bullionvault.com
Business Development Corporations
Business Week
Buy and hold
C
Calculator – HP 10bII
Case Studies:
Cash
Cash Flow
Capital Gains
Capital Preservation
Capital Structure of a Company
Certificates of Deposit
CD Ladder
Certificates of Depreciation
Chapter 7 Bankruptcy
Chapter 11 Bankruptcy
Collateralized Notes
Collectibles
College Funding
Commissions
Common Sense
Common Sense Concept
Conservation Easement Trusts
Construction Site Analogy
Consumer Grade Real Estate
Consumer Price Index (CPI)
Contingent Paid Attorney
Conventional Thinking
Cost Basis
Cost Segregation Study
Co-Ownership Real Estate
Corporation
CP&L and give up HR
CPA and Investment Advice
CPA and Tax Reduction
Currency
D
DALBAR 2012 Study
Death Tax
Delaware Statutory Trusts
Depletion Allowance
Deutsch Mark
Developmental Drilling Programs
Different Financial Pathways
Disposable Income
Direct Participation Programs
Discounting IRA
Disposable Income Chart
Diversification
Also see True Asset Diversification,
DNA Analogy
Dollar cost average
Dollar Devaluation Chart
Donor Advised Funds
Double Tax Deferred
Down Payment
Due Diligence
E
Economic Evolution
Education
Electric Car Story
Emotional Investments
Empire State Building Story
Engine Governor Analogy
ENRON
Equipment Leases
Estate Planning
Estate Planning questions
Estate Tax
Exchange Traded Funds (ETF)
Exploration Drilling Programs
F
Fair Market Value (FMV)
Family Liability
Farmington Rare Valley Coin
Fear and Greed Cycle
Federal Reserve
Fee Comparisons
Fee-only advisor
Ferrari distribution
FDIC
Financial Blueprint
Financial Temperament
Fire Sales
Fixed Annuity
FKUSX Chart
Flight or Fight Response
Foreclosures
Fortune 400 Secrete
Freeway
Frostbite Analogy, xv
G
General practitioner
Goldmoney.com
Growth Needs
Guaranteed Growth Rider
Guaranteed Income Rider
H
Hedge funds
High Return
HR&CP and give up L
HR&L and give up CP
Hyperinflation
I
Illiquid
Illiquid—Beneficiary Benefit
Income
Income, withdrawals and Fees
Income Needs
Index Fixed Annuity
Individual Retirement Accounts (IRA)
IRA—Debt Comparison
IRA—Death and Tax Reduction
IRA—Need for liquidity
IRS
Inflation
Inflation—Hurts lenders
Inflation—Understanding with Apples
Inheritance
Institutional Grade Real Estate
Insurable Interest
Intangible Drilling Costs
Investable Wealth
Investment descriptions
Investment fees
Investment Fees—Fee Only Advisers
Investment Fees—AUM
Investment Fees—Commissions
Investment Fees—Overcoming
Investment—Illiquid Maximum
Investment Prioritization
Investment Summary Example
Investment Time Ladder
Investment Recovery Rule of Thumb
Investment rule of thumb
Investment temperament
J
Jingle Mail
Justice Learned Hand
K
Key Wealth Code Concept, xix
L
L rules
Leaking bucket Analogy
Leaks in the bucket
Legs on the Table
Leverage
Lexus Auto Purchase Comparison
Leveraged Trading Programs
Life Insurance
Life Settlement Notes
Limited Investment Diversification
Limited Liability Company
Line of Credit
Liquid
Liquidity
Liquidity—$50,000 emergency
Liquidity—Time Lines
Loan to Value Ratio
M
Maddof
Market Value Adjustment (MVA)
Mid-Return
Money Supply
Mortality & Expense fee
Mortgage arbitrage
Mortgage Notes
Mortgage—Pay off or not
Mortgage Pool
Muni-bonds
Muni-bonds versus non-traded REITs
Muni-bonds, rising interest rates and liquidity
Mutual Fund, Class A
Mutual Fund, Class B
N
Non-Accredited Investor
Net Asset Value (NAV)
Net Cash Flow
Non-Correlated Investments
Non-Traded REITs
O
Oil/Gas investments
Olympic Basketball Analogy
Other People’s Money (OPM)
P
Participation Rate
Paying extra into home
Paying off a mortgage
Placid Lake Analogy
Pension
Poor Asset Protection
Poor Estate Planning
Portfolio Diversification
Portfolio Prioritization
Precious Metals
Printing Press Economy
Professional Coin Grading Service
Prospectus
Purchase Power
Q
Quantitative Easing
Qualified Intermediary
Quick Sale Valuation
R
Raising Rents
Rare American Coins
Real Estate Investment Trusts (REIT)
Reasonable assumptions
Registered Securities
Renewable Energy Tax Credits
Rent and Bread
Required Minimum Distribution
Retirement funds
Retirement Planning
Reverse Exchange
River Analogy
Roth IRA
Roth Conversion Discount
Royalty Programs
S
Securities Exchange Commission
Self Employment Loss
Self Employment Tax
Senior Secured Loans
Sideways Client Stories, xviii
Single Family Residence
Specialist
S&P500
S&P500 Long Term Average
Squishy Mail
Standard of Living
Starker Exchange
Static stocks, bonds, mutual funds
Stock market REITs
Stretch IRA
Strong Financial Table
Structured CD’s
Subordinated Loans
Surrender Charges—Annuity
Surrender Charges with a REIT
T
Table—Disturbed and Undisturbed
Table—Single Legged Diversification
Table—True Diversified
Tangible Investments
Tax considerations for Oil/Gas
Tax Debt
Taxes
Taxes—Tax Reduction as an Investment
Taxes—Filing Extensions
Taxes—Income
Taxes—Historical Chart
Taxes—Oil IDC Deductions
Tax Quotes
Teeter Totter—Portfolio Improvements
Teeter Totter—Complete
Teeter Totter—CP-L
Teeter Totter—HR-CP
Teeter Totter—HR-L
Teeter Totter—IRA Accounts
Tenant-in-Common
Terrible Ts
Three Economic Futures
Tiger Woods
Time and Collateral
Titanic Analogy
Total return
Transaction costs
Treasury Bonds
True asset class diversification
Typical Financial Portfolio
Turbulence Analogy
U
Umbrella Policy
Unconventional Approach
Unemotional Investments
Universal Life
Unrelated Business Taxable Income
US Airways—Hudson River Analogy
V
Velocity of Money
Variable Annuity
Variable Annuity—Guarantee Riders
W
Warren Buffet
Wrap-Fees
Wealth Bucket
Wealth Code Golden Rule
Wealth Code Portfolio
Wealth Code Rule of Thumb for Investment Allocations
Weimer Republic
Will Rodgers
Z
Zimbabwe
18.191.181.144