Index Mutual Funds: How to Simplify Your
Financial Life and Beat the Pro's
Comments from readers of the book:
I don't know anything about investing, but I always wanted to learn. Finally someone
has written a book in terms I can understand!! Thanks to this book, I now understand
the basics of investing and the advantages of index funds.
Why didn't you write this book 3 years ago?? Three years ago I had about $200,000 to
invest. I put some of it in mutual funds my financial planner recommended. I put the
rest in common stocks I selected. If I had just put the money into index funds, I could
have made at least $100,000 more money!! I'm now a believer in index funds.
I have been buying and selling stocks and mutual funds for over 25 years. I learned more from
this book than I have learned over the last 25 years of investing!!! I wish the book was available
even 10 years ago because I would have known how to evaluate the performance of my
mutual funds and could have used index funds. My wife, who normally doesn't like financial
stuff, even read the book and loved it!! She especially like following Jill as she systematically
learned the basics of investing. I'm recommending the book to everyone I talk to about investing.
I never had a chance to learn about investing, so I entrusted my investments to a financial planner.
After I read the book, I discovered I could have made $38,000 more in 1998 if I had been
invested in an S&P 500 fund!! My financial planner had me in a load mutual fund that
actually lost 10% in 1998!! I have moved all my money into funds indexed to either the
S&P 500 or Wilshire 5,000. Thanks for a great book!!
Great book!! I have moved my IRA in CD's into a mutual fund indexed to the S&P 500. I also
bought copies for each of my children. My kids are just starting their careers, so they can
use index funds to help them achiever their long term financial goals.
My husband and I don't know anything about investing so we hired a financial planner to manage
our investments. Our planner put us in several professionally managed mutual funds. I bought
the book and was about half way through it when we had to visit our financial planner. I took
the book with me when my husband and I went to the financial planner's office. I asked the
financial planner if the funds he had selected for us were keeping up with the S&P 500. The
planner got very nervous and his face started to turn colors. He said he provided much better
service than an index fund. The planner kept my copy of the book to read it himself!!
Thanks to the book, we know how to evaluate the performance of funds our planner
I have been investing for many years, and I run my own business. I was totally amazed
how much I learned about investing from this book!! My wife, who hates dealing with
anything financial, read the book and loved it!! In the U.S., women live an average of
8 years longer than men. I'm concerned that if I pass away before my wife, she won't
know how to handle our investment portfolio. After my wife read the book, I
feel confident she understands the basics of investing and will be able to work
with someone to successfully manage our portfolio. I also gave a copy to my son
who is VP of Financial Planning at a major bank. My son is considering the idea
of giving a compimentary copy to each customer he has because it is the best
book he has ever seen on investing. Great job on the book!!