Index
A
ACS (Apex Compression Services, Inc.)
Advisors, see Financial advisors
Alternative investments
Annuities:
in estate planning
variable
Apex Compression Services, Inc. (ACS)
Apple
Assets:
disclaiming
in estate planning
Asset allocation
asset classes in
defined
maintaining consistency with
matching goals with
necessity of
overview of
and variations in diversification
wine analogy
Asset classes
Association of Independent Oilfield Service Companies
B
Barclays Aggregate Bond Index
Bartiromo, Maria
Bear Stearns
Beneficiaries
Berra, Yogi
Bible
Bonds
Boston Marathon
Budgeting
Bush, George H.W.
Bypass trusts
C
Cash
Cash flow
as goal
and market crashes
overview of
and retirement
and spending
and time horizon
Cash flow ladder
Certificates of deposit (CDs)
Charities
Cheney, Dick
Children. See also Family
inheritance by. See also Estate planning
investing for
talking about money with
Closed-end funds
Confidentiality
Continental Airlines
Contingent beheficiaries
Creditworthiness
D
Daily Catch (restaurant), The
Derivatives
Disclaiming assets
Diversification:
in mutual funds
of portfolios, see Portfolio diversification
of unit investment trusts
with variable annuities
Donations
Dow Jones Industrial Average (DJIA)
Dreams
E
Earnings:
PEG ratio
P/E ratio
trailing
Earnings per share (EPS)
Economic indicators
Enron
Entrepreneurship
EPS (earnings per share)
Equities
Equity market:
March 2009 crash
news versus noise about
Escalante’s (restaurant)
Estate planning
documents for
lifetime gift exclusion ...
