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.

TradeKing Online Broker – $200 Bonus

Tradeking $200 Bonus Offer

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 […]

Published or Updated: March 23, 2015

How Anybody Can Evaluate a Business Like Warren Buffett

Buffett Investing

Reading a book you can’t put down is like when you watched fireworks as a kid on the 4th of July–you didn’t want it to end. The Warren Buffett Way is such a book. I devoured the first edition purchased for $4 at a used book store located on 17th and K Streets in Washington, D.C. […]

Published or Updated: March 20, 2015

DR 167: Interview with Josh Peters of Morningstar

Ultimate Dividend Playbook

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 […]

Published or Updated: March 18, 2015

DR 164: Risk Parity Portfolio Construction with Dar Sandler

Dar Sanders

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 […]

Published or Updated: February 27, 2015

DR 163: The David Swensen Unconventional Success Portfolio

Unconventional Success

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 […]

Published or Updated: February 27, 2015

529 Plan vs. Roth IRA—How to save for college

529PlanvsRothIRAHowyoushouldsaveforcollege-735x1102-PT

What’s the best way to save for a child’s education? We compare three options–a 529 Plan, a Roth IRA, and a taxable account. Is it better to save for a child’s college education with a 529 plan or a Roth IRA? That’s the question that Dan, a listener to the weekly Dough Roller Money Podcast […]

Published or Updated: February 8, 2015

How to Make the Best of a Bad 401(k)

How to Invest in a 401(k)

Investing in a 401(k) plan at work can be a lot like eating at a cheap buffet. There are a lot of options, but they’re all bad. For those trying to hard to keep investing costs down and to invest with a solid asset allocation plan, having bad options in a 401(k) or 403(b) is like […]

Published or Updated: January 31, 2015

Was Your Portfolio Designed by Rube Goldberg?

Rube Goldberg of Investing

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.”   […]

Published or Updated: January 22, 2015

How to Limit Taxes from Mutual Funds and ETFs–An Interview with James Rowley of Vanguard

Vanguard Investments

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 […]

Published or Updated: January 21, 2015