Mayflower Capital
 
 

Money Management (Investment Management)







* Efficient Market Hypothesis
* Compounding growth inside a tax-deferred retirement account
* Develop and follow an Investment Policy Statement
* Risk-reward tradeoffs: where are you on the Efficient Market Frontier?
* Wall Street is almost always biased and bullish/neutral (never bearish)
* Chart Trading (technical analysis)- is it valid?
* Index Funds, Exchange Traded Funds
* Bubbles & Crashes-learn to spot them
* Power of compounding
* Inflation hides stock losses and warps data
* Tax Free Muni Bonds
* Convertible Bonds
* Zero Coupon Bonds
* Preferred Stock
* Warrants
* Mortgage Backed Securities
* Remics
* Life Insurance
* ADRs
* Unit Investment Trusts
* GICs
* T.I.P.s
* REITS
* Real Estate
* Timber
* Int'l stocks/bonds
* Oil & Gas
* Commodities
* Futures Trading
* Direct Private Venture Equity
* Short Selling
* Writing Call & Put Options or Buying Call & Put Options
* High Yield (Junk) bonds
* Hedge funds
* Rare Art and other Collectibles
* Boring investments are usually the best-be wary of exotic investments
* Remember: "The fastest way to make a small fortune is...with a large one" (due to reckless, naïve investing)
 
 


                                                   Mayflower Capital
                                                  Donald Martin, M.B.A., CFP®, President
                                                 1000 Fremont Ave. Ste. 135, Los Altos, CA 94024
                                                Telephone (650) 949-0775
 
 

                                           Mayflower Capital is a Registered Investment Advisor Company.