factual
give-and-take
inside
of others
Information exchange phase about
bonding with others
danger of lies
fact collecting
question asking
summary
Information gathering
Informational playing field
Insurance companies
Integrative bargaining
Interest rate risk
Interest rate(s) principal loss risk investment
risk reflection in
summary
Interests composition of
conflicting
defined
different but compatible
knowledge
leading you astray
material
vs. positions
thinking about
trade of
Interests, options, and goals about
needs of others
options
shared interests
underlying interests
value creation
wants
win-win settling
summary
Intermediaries, when investing through
International stock market funds
Internet communications
Interpersonal atmosphere
Inventing vs. deciding
Inverted yield curve
Investing to be clever
to be safe
to be wise
to feel connected to peers
objective
reasons and goals
through financial entities
Investing as type of negotiating big-ticket negotiating similarity
different types of
vs. other processes
summary
Investment advisors
Investment categories
Investment choices
Investment goal narrowing
Investment goals
Investment negotiation, phases of bargaining phase
checking and getting out ability
closing and commitment phase
compromising limits communication
continuous data gathering
documentation in writing
information exchanging phase
most important interest proposals
planning for ease
preparation phase
salesmen skills concerns
summary
Investment portfolio, diversification in
Investments comparison
costs of
goals
motivation driving
Investments to avoid callable bonds
convertible securities
derivatives
hedge funds
high costs, complexity and creative genius
variable annuities
summary
Investor risk about
fee impacts
need for action
summary
Investor-negotiator
Issues lists of
process
Jargon
“Jay Gatsby” (character)
Journal of Corporation Law
Junk bonds
Khrushchev, Nikita
Knowledge. See also Interests scientific
taking advantage of
Labor negotiators
Language problems
Large caps
Law of unintended consequences
Lax, David
Leverage
Levitt, Steven
Lies/liars
Life insurance
Liquid markets
Listening skills
Loads
Lobbyists
Long-term stock returns
Loss
Loss aversion
Low costs
Loyalty
Luck
Madoff, Bernie
Making money
Malkiel, Burton
The Manager as Negotiator: Bargaining for Cooperation and Competitive Gain (Lax and Sebenius)
Manipulation
Market average
Market beating regularity market rationality
random chance vs. skill
stock research value
summary
Market benchmarks
Market capitalization
Market rationality
Marketing ploys
Marx, Groucho
Measurement beyond market value
of fairness standards
Me-or-us
Messaging
Microcommunication
Mid caps
Miller, Bill
Mini-communication
Misinterpretation
Mistrust
Mix-ups
Money market funds
Money-back guarantee
Moral code
More money vs. better offer
Most important interest proposals
Motivation
Moynihan, Patrick
Municipal bonds
Municipal debt
Mutual funds companies
pricing
Mutual gain, options for
Mutual promises
Natural resources funds
Need for action
Needs of others
Negotiated outcomes
Negotiating partner, outcome impact
Negotiating poer
Negotiating principles application to investing
Negotiation about
with brokers
elements and stages
face-to-face
good outcome of
power in
preparation for
situations
subjects of
ways
Negotiation process
Negotiations, control of
Negotiators concentration
path for partner
preparations taken by
Negotiators’ dilemma
No-loads
Noninvestment alternatives
Nonparticipants, power of
Nonverbal messages
Obama, Barack
Objective criteria
Obscurity issues
Offers and counteroffers
Online services
The Only Investment Guide You’ll Ever Need (Tobias)
Open structure
Options for mutual gain
very best, defined
Overcommitment
Pareto optimal deals
Parties, relationships between
Partners
Passive acceptance
Past history gambling and market return
historical average stock return
summary
Past performance vs. future results predictions
summary
Patience
Patton, Bruce
Perception
Perception shaping of others
Pie expansion
Pie increasing and sharing
Pie-in-the-sky goals
Planning for ease
Plans and alternatives
Porter, William
Portfolio construction
diversified
Portfolio risk
Portfolio theory
Positions vs. interests
Possible alternative inventory
Power from alternatives
defined
use of from alternatives
Power dynamics
Power structure
Precious metal funds
Preparation checklist for
for negotiation
taken by negotiators
Preparation phase ending focus
goal setting
goals vs. relationships
information of others
relationship issues
substantive issues
summary
&
nbsp; Present dollars
Present value concept about
comparing investments
life insurance
money-back guarantee
tax deferral worth
summary
Price gouging
Primary interest
Principal loss risk investment
Private equity partnership
Problem sharing
Problem solvers
Process issues
Professionalism issues
reclaiming of
Professionalism, why and who society’s need for
traditional professionals
summary
Professionals engaging
traditional
Profitability from clients
and transparency awareness
Promises that will be kept
Proposals, fair and favorable
Prospectuses
Put (sell)
Pyrrhic victory
Question asking
Questions
Quotas
Random chance vs. skill
A Random Walk Down Wall Street (Malkiel)
Rapport
Rating agencies
Rational market theory
Reagan, Ronald
Real estate brokers
deals
investments
Real estate investment trust (REIT)
Realtor’s incentives
Reciprocity, norm of
Redeemable bonds
Referrals
REIT index fund
Relationship goals reflection financial advisors, concerns about
personal nature of
power dynamics
summary
Relationship issues
Relationships adversarial
future
good
and good outcome
with negotiators
between parties
personal nature of
positive
Relationships and communication about
active listening techniques
atmosphere creation
focus on
goal setting
good negotiating process
good outcome, process planning for
power dynamics
tool selection for
summary
Relative strength
Reputations
Research
Retirement plan
Returns and costs. See also Costs and fees and charges cost minimization
degree of
high costs impacts
impact of, on deal
summary
Right price
Risk
Risk aversion
Risk reflection
Risk tolerance, diversification and
Rule of
Russell 3000
Sales loads
Salesmen skills concerns
Scarcity as enhancement for deal
Scarcity principle
Scientific knowledge
Sebenius, James
Securities, hybrid or convertible
Self-esteem
Self-evaluators
Self-understanding
Setting, a tone
Settling, consequences of
Shared interests
Shell, Richard
Short-term stock investment
Signing
Similarity principle
Sinclair, Upton
Skill
Small caps
Smart money
Social exchange
Social skills
Spice Girls
Standard & Poors
Standard & Poors 500 Index
Stock exchange
Stock market average return
investment
Stock options
Stock picking
Stock price
Stock research value
Stocks vs. bonds
Stone Soup story
Substantive issues
Sunk costs
Takes-no-prisoner bargaining style
Tax deferral worth
Telephony
Them (others)
Third parties
Time
Time is money
Time value of money
Tobias, Andrew
Tone
Tool selection
Trade-offs
Trading expense to
frequent
Traditional professionals efforts and goals of
professionalism, why and who
society’s need for
teaching of
Training interest of others vs. yours
Transaction costs. See also Costs and fees and charges
Transparency
Treasury bills
Treasury inflation-protected bonds (TIPS)
Trickery
Tricks of trade imbalance
Trust
Trust, with whom and why best interests and trustworthiness
care and degree of
working well without
summary
Trustworthiness issues
Underlying interests
Understanding your own interests
Ury, William
U.S. bond index fund
U.S. National Highway Traffic Safety Administration (NHTSA)
U.S. stock market funds
U.S. Treasury bonds
Value concept
Value creation
Value stocks
Value-providing services payment
Variable annuities
Vigilance
Visibility issues
Walkaway
Wall Street Journal
Wall Street norms
Wants
Well being, defined
Winners’ curse
Winning vs. good outcome
Win-win lose
Win-win settling
Working together to make packages
Writing, unyielding in
Written agreement
Written words
Zero-sum game
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