TradeKing, one of the best online discount brokers has launched a $200 cash bonus for customers that sign-up for a new TradeKing account. If you recognize this promotion, it’s because TradeKing does this sort of thing often (this time DOUBLING the cash bonus) but it’s restricted to new accounts only. Click here for the $200 […]
Investing Articles for Beginners and Pros Alike
Here you'll find our articles on investing. We cover everything from asset allocation to mutual fund selection to investing in 401k, IRA and other retirement accounts. The goal is to help you become a better, more successful investor.
Josh Peters is director of Equity Income Strategy for Morningstar, and has been for over 10 years. He is also the writer and editor of Morningstar DividendInvestor, the newsletter that is built around the portfolio that he manages. He is also the author of The Ultimate Dividend Playbook. His strategy is to emphasize the production […]
In his book, Money–Master the Game: 7 Simple Steps to Financial Freedom, Tony Robbins describes what he calls an All Weather Portfolio. It’s very heavy in bonds, commodities, and gold, which makes it a questionable approach to investing. Yet it’s loosely based on an investing approach called risk parity that’s used by Ray Dalio of […]
Davd Swensen manages more than $20 billion in assets as the Chief Investment Officer of the Yale endowment fund. Several years ago he distilled his investment knowledge and experience into a book, Unconventional Success, for the average investor. The book is an excellent guide to low cost, passive investing. One of the many great aspects […]
When you look at your investment portfolio, does Rube Goldberg come to mind? Goldberg was a Pulitzer Price winning cartoonist famous for drawing complicated contraptions designed to perform a simple task. In fact, Webster’s New World Dictionary defines a “Rube Goldberg” as a “comically involved, complicated invention, laboriously contrived to perform a simple operation.” […]
The tax implications of mutual funds and ETFs can make the tax code look simple. Unlike investing in individual stocks, mutual funds can generate capital gains even when you haven’t sold any shares of the fund. These distributions make asset location–whether to hold certain investments in taxable or retirement accounts–critical. To help us sort through […]