Higher Returns from Safe Investments Using Bonds, Stocks, and Options to Generate Lifetime Income

Marvin Appel originally trained as an anesthesiologist at Harvard Medical School and Johns Hopkins Hospital. He concurrently earned a PhD in Biomedical Engineering from Harvard University. However, in 1996 he changed careers and joined his father in the field of investment management, where he has been able to put his engineering and computer training to work in analyzing the stock market. He is now CEO of Appel Asset Management in Great Neck, NY, which manages more than $45 million in client assets in mutual funds, exchange-traded funds, and individual stocks and bonds using active asset allocation strategies.

Dr. Appel’s book Investing with Exchange-Traded Funds Made Easy, now in its second edition, was published by FT Press and was featured on CNBC’s Closing Bell show. Dr. Appel and his father have also written Beating the Market, Three Months at a Time, published by FT Press and released in January 2008.

Dr. Appel is the editor of Systems and Forecasts, a highly regarded newsletter on technical analysis that his father, Gerald Appel, started in 1973. He is also a regular contributor to Investment News. Dr. Appel has been a regular contributor to Dental Economics and to Physician’s Money Digest. His market insights have been featured on CNBC, CNNfn, CBS Marketwatch.com, and Forbes.com. He has been invited to testify to the New York State Legislature regarding his market forecasts and has presented his investment strategies to numerous conferences, including several chapters of the American Association of Individual Investors and, most recently, at the Canadian Society of Technical Analysts at their annual meeting in Toronto.

Chapter 1: Introduction     1

Chapter 2: Basics of Bond Investments      7

Chapter 3: Risks of Bond Investing      29

Chapter 4: Bond Ladders--Higher Interest Income with Less Risk     45

Chapter 5: Bond Mutual Funds--Where the Best Places Are for Your One-Stop Shopping     51

Chapter 6: The Safest Investment There Is--Treasury Inflation-Protected Securities (TIPS)      67

Chapter 7: High-Yield Bond Funds--Earn the Best Yields Available while Managing the Risks     81

Chapter 8: Municipal Bonds--Keep the Taxman at Bay     93

Chapter 9: Preferred Stocks--Obtain Higher Yields Than You Can with Corporate Bonds     115

Chapter 10: Why Even Conservative Investors Need Some Exposure to Other Markets     133

Chapter 11: Equity ETFs for Dividend Income     139

Chapter 12: Using Options to Earn Income     153

Chapter 13: Conclusion--Assembling the Program for Lifetime Investment Income     167

Endnotes     177

Index     183

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