9 Part 5: Keeping Current and Informed Chapter 17: Evaluating Your Funds and Adjusting Your Portfolio Deciphering Your Fund Statement Interpreting Brokerage Firm Statements Assessing Your Funds’ Returns Deciding Whether to Sell, Hold, or Buy More Tweaking and Rebalancing Your Portfolio Chapter 18: The Taxing Side of Mutual Funds Mutual Fund Distributions Form: 1099-DIV When You Sell Your Fund Shares Retirement Fund Withdrawals and Form 1099-R Chapter 19: Common Fund Problems and How to Fix Them Playing the Phone Game Troubleshooting Bungled Transactions Specifying Funds to Buy at Discount Brokers Making Deposits in a Flash Verifying Receipt of Deposits Transferring Money Quickly Losing Checks and Applications in the Mail Changing Options after Opening Your Account Making Sense of Your Statements and Profits Changing Addresses Finding Funds You Forgot to Move Untangling Account Transfer Snags Eliminating Marketing Solicitations Digging Out from under the Statements Getting Older Account Statements Chapter 20: Information Sources: Fund Ratings and Forecasters Entering Cyberspace: What the Internet Is Good For Understanding Online Perils Avoiding the Bad Stuff Getting In on the Good Stuff
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Part 6: The Part of Tens
Chapter 21: Ten Common Fund-Investing Mistakes and How to Avoid Them
Lacking an Overall Plan
Failing to Examine Sales Charges and Expenses
Chasing Past Performance
Ignoring Tax Issues
Getting Duped by “Advisors”
Falling Prey to the Collection Syndrome
Trying to Time the Market’s Movements
Following Prognosticators’ Predictions
Being Swayed by Major News Events
Comparing Your Funds Unfairly
Chapter 22: Ten Fund-Investing Fears to Conquer
Investing with Little Money
Investing in Uninsured Funds
Rising Interest Rates
Missing High Returns from Stocks
Waiting to Get a Handle on the Economy
Buying the Best-Performing Funds
Waiting for an Ideal Buying Opportunity
Obsessing Over Your