The Basics of Mutual Funds
Despite the rising tide of exchange traded funds (ETFs), mutual funds are still the most popular investment choice among individual investors. At the end of 2012, there were over 13 trillion dollars...
View Article5 Key Things to Consider When Buying a Mutual Fund
In the second part of our series on mutual funds, we’re going to talk about 5 key things you need to look out for before you purchase a mutual fund. If you need a little more background on what a...
View ArticleETFs vs Mutual Funds – Which is Better?
Today we’re going to start by talking about the differences between ETFs (Exchange Traded Funds) and Mutual Funds. Then, we’ll wrap this series on funds up by talking about when one or the other might...
View ArticleFinancial Planning – Your Investment GPS
A recent Wealthminder survey found over 70% of individuals don’t have a formal financial plan. Most of these people wouldn’t dream of starting a project at work or making a major purchase without...
View ArticleThe fallacy of “safe” investing
A well-accepted theory in behavior finance is something called loss aversion. What loss aversion means is people tend to feel worse about losing a certain amount of money than they feel good about...
View ArticleIncrease Your Returns By 1% Per Year Risk Free
Now that I’ve got your attention, let’s discuss a simple technique you can use to increase investment returns in your taxable accounts. It’s called tax loss harvesting. It sounds complicated, but it...
View Article2 words every investor should know
Asset allocation. This fancy sounding term many investors don’t understand is thrown around by everyone in the financial industry. The good news is it isn’t difficult to understand. It simply means...
View Article9 year end tips for your portfolio
As we all give thanks here in the US this week, it’s a good time to start thinking about the things we need to do before the year is over. To help with that task, we came up with a checklist of 9...
View ArticleDemystifying Retirement Plans ( 401k, IRA and more)
Investors have lots of options for how to save for retirement. Unfortunately, between cryptic names and the differing rules that govern them, it can be hard for an investor to know what to do. Today,...
View Article8 Simple Steps to Pick a Retirement Plan
Figuring out which retirement plan is right for you can be a daunting task. By following the 8 steps below, you’ll be well on your way towards making a smart decision. 1. Determine how much you will...
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Top 10 Investing Reads of the Week – 12/8
We’re starting a new weekly post we hope you’ll find valuable. Needless to say, we read a lot of financial news and blogs, and each week, we’re going to share the 10 investing articles we enjoyed the...
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Should I Use an Inheritance to Pay Off My Mortgage?
One of our readers recently asked us the following question: ” I’m going to be inheriting a substantial sum of money soon. I also recently refinanced my mortgage into a 15 year 3.5% loan, so most of...
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Top 10 Investing Reads of the Week 12-15
10 interesting investing reads for this week. Enjoy!! What to Expect as Interest Rates Rise - Morningstar Dividends, a Better Approach to Capture the Value Premium - Morningstar 10 Year End Money...
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Tips for Rebalancing Your Portfolio
With the holidays rapidly approaching, most of us are trying to balance a lot of things. So, it seemed appropriate to discuss the topic of portfolio rebalancing today. What is rebalancing? The basic...
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Compounding and why you should care more
I’m sure all of you have heard the expression “it’s never too late to start”. While certainly true, today we’re going to discuss why “sooner is better”. I know everyone intuitively understands that...
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Top 10 Investing Reads for 12-22
Here are this week’s picks to help make you a more informed investor. Happy holidays and happy investing!! Should You Buy Bond ETFs Before the Fed Decision? - SeekingAlpha Predictions for 2014 -...
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Understanding your portfolio’s performance
One of the hardest things for an individual investor to do is to understand how their portfolio is performing. More specifically, this challenge can be broken into 3 parts. Absolute performance...
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Top Ten Investing Reads for 12-29
The week’s interesting investing reads. Happy holidays everyone!! Risk Equities Always Trump Chasing Yield – Larry Swedroe Why Most Dividend Investors Fail – Seeking Alpha Why It’s a Mistake to Raise...
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Top Ten Investing Reads for 1-5
10 good investing reads for the New Year. Four Easy Ways to Grow Your Portfolio in 2014 – Daily Trade Alert 10 financial resolutions you can actually keep – Washington Post Sell, Don’t Buy,...
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7 retirement tips for people in their 20′s
For most people in their 20′s, retirement is an abstract thing to worry about some time in the future. Because it is so far away, it’s easy not to think about it. That would be a mistake. Here are 7...
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