June 2007

Making the Most of Morningstar: Determining the Market Cap of a Portfolio

June 29, 2007

The Morningstar User’s Guide is a series of articles discussing how to make the best use of the tools, research and analysis available at Morningstar.com. In the series on asset allocation, we looked at the importance of the market capitalization (or market cap, for short) of a fund or portfolio. Today, let’s look at some [...]

Read the full article →

Carnival of Credit #17

June 28, 2007

The 17th edition of the Carnival of Credit is up and you can check it out at Credit Card Lowdown. Credit Card Lowdown included my post about how some 0% credit card offers, once you factor in the balance transfer fee, can cost as much as 6%. Thanks, Lowdown.

Read the full article →

30 Things I Learned in My First 30 Days of Blogging

June 27, 2007

Thirty days ago I published the first article on The Dough Roller. At the time, I had no idea just how humble the first 30 days of blogging can be. With that in mind, here are 30 things I’ve learned in my first 30 days of blogging: 1. It turns out, Furl is not something [...]

Read the full article →

Large Cap vs. Mid Cap vs. Small Cap Mutual Funds

June 26, 2007

Large cap vs. mid cap vs. small cap: What’s the difference, and why does it matter to an asset allocation plan and a well diversified portfolio? These are important questions for every investor to answer. So first, let’s talk about market capitalization, and then we’ll talk about why it matters. Market capitalization (or market cap, [...]

Read the full article →

$54 Million And The Pantsless Plaintiff–Whose to Blame?

June 26, 2007

This is a story about a man seeking a pound of flesh. If you haven’t heard, on Monday a judge threw out a lawsuit seeking $54 million for a pair of pants that a dry cleaners lost. To make matters worse, the pantsless plaintiff is an Administrative Law Judge. Now, in all fairness to him, [...]

Read the full article →

106th Edition of Carnival of Personal Finance

June 26, 2007

91 Ways to Wealth: The Carnival of Personal Finance, Epic Journey Edition is up at The Digerati Life. My article on How Half a Percent Can Ruin Your Retirement was included in the carnival. Thanks, Digerati Life. Here some of the articles I found particularly noteworth: When Can You Retire? @ Lazy Man and Money: [...]

Read the full article →

A Frugal Way to Buy a Mac or iPod

June 25, 2007

I‘m a Mac addict. And now that Macs use Intel chips and can run Windows, I’ll never buy another PC again. A few months back I bought a 20″ iMac and saved $200. How? I bought a refurbished iMac directly from Apple. It came with the same warranty as a full-priced iMac, was shipped to [...]

Read the full article →

Save or Repay Debt–That is the Question

June 23, 2007

Last week I asked the following question: Let’s assume an individual has $10,000 in credit card debt at 14.99% interest and their employer matches 401(k) contributions dollar-for-dollar up to 6% of gross pay. Should this person: * pay off his or her credit cards first before investing in the 401(k) * invest at least 6% [...]

Read the full article →

Stocks vs Bonds

June 23, 2007

Understanding the differences between stocks vs bonds is critical to asset allocation. The allocation between stocks and bonds is one of the most significant indicators of the risks and rewards of an investment portfolio. A stock fund buys shares of publicly traded companies, each share representing a small, fractional ownership interest in the company that [...]

Read the full article →

← Previous Entries