Lightbulb offers nearly 40 titles on a broad range of financial topics,
including saving and investing, personal finance, retirement, and
planning. These evergreen guides and booklets are widely recognized for
their plain English text, imaginative graphics, and objective,
educational financial content.
A Woman's Guide
A Woman's Guide
to Personal Finance
This highly practical, information-packed guide provides essential
investment information that women of all ages need — not just how and
when to invest and whom to trust, but the difference investing makes.
Topics include setting goals, smart investment decisions, and planning
for the future.
A Guide to Investing With Options
If you're one of the many women faced with more financial decisions
than ever before, this guide is a valuable resource. A Woman's Guide
provides practical advice on all of the financial issues you'll have to
confront, including managing money, investing, retirement, and how to
deal with the unexpected, such as divorce, widowhood, and debt.
Guide to Money
This indispensable guide covers everything from calls to puts to collars and rolling up, over, or out. It clearly explains the special language of options tradings as well as options contracts, and lays out some popular strategies that may suit various portfolios and market forecasts.
This guide provides a clear, concise look at the financial markets,
from raising capital to realizing return. It covers not only
traditional investment opportunities, but also alternative investment
products that are growing in popularity, including ETFs, hedge funds,
and direct investments.
This comprehensive guide to the key aspects of personal finance provides clear explanations about banking, home finance, credit, financial planning, investing, and taxes. Newly revised, it includes the information you’ll need to make smart decisions about everyday finances.
This guide is an inspirational and instructive introduction to investing that's the perfect resource for learning how to use the capital markets to meet financial goals, from paying for education to enjoying a secure retirement. This new edition of the Guide puts greater focus on the importance of setting investment goals and understanding investment strategies, and explores the benefits or working with a financial advisor.
Booklets (24-36 pages)
Index Investing provides a concise, clear introduction to financial
market indexes including what indexes are and the information they
provide. It also explores how indexes are used, both as benchmarks for
investment performance and as the basis of several popular investment
products—ETFs, index mutual funds, and index-based options and futures
contracts. For insight into how index-based products can play a role in
an investment portfolio, this booklet is an ideal starting place.
Guide to Asset
This guide provides a clear explanation of how credit works, including
special sections on credit cards, credit reports, and managing loans.
The guide also discusses the warning signs of unmanageable debt and how
to avoid debt in the first place.
Clearance & Settlement
Investing across a range of asset classes can help you meet your
financial goals. This guide explains methods of asset allocation,
clarifies the role diversification
plays in building an effective portfolio, and describes how making
strategic choices has the potential to increase return without
increasing investment risk.
Guide to Estate
Guide to Clearance & Settlement is an overview of The
Depository Trust & Clearing Corporation (DTCC), whose
sophisticated infrastructure and risk management systems provide
essential services to US and global capital markets. The guide explains
clearing, netting, and settling — the essential elements of post-trade
processing — and the role of a central counterparty in ensuring
completion of equity and fixed-income transactions.
Exchange Traded Funds
This guides describes what your estate is and explores ways to share
wealth with the family, friends, and institutions you choose. Guides,
wills, and trusts are all explained, and topics such as beneficiary
designations, asset distribution, and minimizing taxes discussed in
Guide to Saving
Guide to Exchange Traded Funds provides a concise overview of ETFs,
including the different types of ETFs, hedging strategies, index
investing, and the role of ETFs in a portfolio.
The booklet also provides an explanation of how a new ETF is created.
Understanding 529 Plans
Concise and clear, this guide helps parents weigh the pros and cons of
different ways to save and pay for college. How to make the most of
college savings, what to do if your savings fall short, and the details
of various savings plans and federal aid programs are all covered in
This guide provides a concise introduction to these popular college
savings plans, with special sections on how to choose and enroll in a
plan, make contributions, and take full advantage of tax-free
withdrawals. Now you can get all the information you need to make
appropriate, practical decisions about paying for higher education.
Understanding Direct Investments
This guide explores the role that fixed and variable annuities can play
in providing retirement income. It describes the special features of
different types of annuities to help you decide which one might be
right for you.
Understanding Life Insurance
Learn about direct investments — including nontraded REITs, equipment
leasing companies, and energy partnerships — and how they may add
diversification and help reduce risk in an investment portfolio. The
guide explains the significance of owning income-producing hard assets,
and how these sponsored programs may be appropriate for individual
Guide to Understanding Life Insurance
basics of life insurance easy to understand, so you can decide how much
coverage you need, which policy features to look for, and what to
expect when you buy. Its engaging graphics and clear, straightforward
language give you the knowledge you need to make the life insurance
choices that are right for you and the people who depend on you.
If you're ready to start investing, but need to learn more before you
begin, this guide is a must-read. Easy to understand and concise, the
guide covers stocks, bonds, mutual funds, as well as key strategies for
creating and managing an investment portfolio, including asset
allocation and diversification.
The guide discusses personal investing goals, explores ways to use
asset allocation and diversification to offset investment risk, and
explains the role of both taxable and tax-deferred investments in you
portfolio. Equally important, the guide looks at the many different
sources that may provide retirement income — since putting together an
income stream is one of the greatest challenges facing people who are
nearing or already in retirement.
Life Cycle of a
Starting out on your own can mean dealing with unfamiliar, even
intimidating, situations, especially when it comes to finances. This
helpful new guide explains the key to financial success and the way to
avoid some common financial pitfalls, including falling into debt
incurring unnecessary fees and penalties, and pulling off investing.
It's arming yourself from the start with the information you need to
make smart decisions.
This booklet explains the process of creating and distributing stocks
and bonds in the primary and secondary markets. Also explored is the
role of central securities depositories in the US and global capital
markets, the details of clearing and settling retail and institutional
transactions, and the infrastructure that facilitates these processes.
Managing Retirement Income tackles the issue of creating and managing
income from your retirement savings and investment accounts to help
ensure your long-term financial security. The guide, with its
distinctive blend of straightforward language and engaging graphics,
helps you create realistic spending plans, identify effective
investment strategies, and coordinate required distributions with other
sources of income.
Your Guide to
Donor Advised Funds
Planning Retirement Income deals head on with the challenges you'll
face in providing a financially secure retirement. This comprehensive
yet easy-to-understand guide tells you how to build a solid investment
portfolio, strengthen our cash flow, and create sources of lifetime
Your Guide to
This guide explains the essentials of this increasingly popular way to
give to charity. The guide covers specific details about how the funds
work, tax benefits, and investment options. Also included is helpful
information that positions donor advised funds in the greater context
Handy for investors as well as for financial advisers and investment
managers, this guide covers the basics of professionally managed
portfolios of individual stocks and bonds. The guide examines the
special features of this increasingly popular way to invest, and the
complementary roles different financial professionals play in meeting
Guides for the Military
A Salute to
Handbook: Tactics for Civilian Life
A Salute To Smart Investing
explains the keys to
financial success that are useful whether you’re just getting started
or are a veteran investor. It provides an overview of savings, using
credit wisely, basic investing strategies, common types of fraud, and
danger signs that all investors should be aware of. It’s arming
yourself from the start with information you need to make smart
The Veterans Handbook
helps the newest generation
of veterans make a smooth transition to civilian life. The Handbook
explains the benefits that make higher education and home ownership
accessible and discusses the practical aspects of finding a job,
managing money, and investing for the future. Written in clear language
with colorful illustrations, the Handbook also lists the resources
veterans can trust for reliable information.