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Do not lend this book to your friends – or even your family!

Buy a copy and give it. Better, buy several copies and give them to those you love. Or, best of all, get them to buy their own copies. Then, they’ll feel more committed to reading, enjoying, and savoring the insights, wisdom, and confident good humor with which my friend Charlotte Beyer has gathered together valuable investing insights from her years of experience, particularly as the founder and doyenne of the Institute for Private Investors.

Meanwhile, keep your copy where you can easily reach for it to refresh your own best thinking on the particular ideas and explanations that mean the most to you. NB: Keeping your copy handy is not being selfish, it’s setting a good example for your friends and family.

“Phooey on Phees!” could have been yet one more chapter title with attitude. All the titles send a clear signal: candor is coming! Candor with an edge —and a sense of humor – is coming from a writer who “knows the score” and “tells it like it is.”

Being realistic about investment prospects is the first half of every investor’s challenge – and opportunity. The second half is being realistic about our particular objectives and priorities. All this and more is illuminated in a breezy, easy way – but with evidence behind every point and sources cited in the extensive endnotes.

Charlotte Beyer’s readers will enjoy receiving treasured insights into the world of investing and how each individual can best navigate to catch the favorable winds and tides – and avoid the rocks and shoals – to reach the chosen destination safely. Along the way, her companions will enjoy having an engaging story‐teller who knows what’s important and how best to share her understanding. Charlotte has been my friend for many years and, over a few interesting and enjoyable hours of reading, she will be your friend, too.

Charles D. Ellis

New Haven, CT

June 2017