It’s advice we hear time and again–stick to your asset allocation plan. Whether the stock market is reaching new highs are new lows, don’t change your investments apart from rebalancing. It’s the kind of advice that is simple to understand, but difficult to follow. In fact, a lot of investors don’t follow this advice. In […]
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.
This is the third article in an ongoing series on dividend investing. In part 1 we started with an introduction to dividends. In part 2 we examined how dividends work in conjunction with mutual funds. Today we are going to look at dividend growth. My goal for this article and podcast is to convince you […]
In many families, one spouse handles the investments. As for the other spouse, he or she often has little interest in understanding mutual funds, ETFs, asset allocation, or retirement accounts. Yet what would happen if the one handling the investments were to die or incapacitated. How would the non-investing spouse handle this important responsibility? The […]
With the advent of low cost index funds, the case for an expensive investment advisor grew considerably weaker. As technological advances have given way to robo-advisors (e.g., Betterment and Wealth Front), the case in favor of expensive advisors has all but cratered. It was with this background that I read the following email from a […]
Earlier this month I took the Series 65 exam. The test is designed for those who want to become investment advisors to manage other’s investments. In response to a number of email from my newsletter subscribers (I mentioned the exam in a newsletter), I thought I’d share my experience studying for and taking the exam. […]
Imagine you’ve just inherited some money. The amount just happens to match the outstanding balance on your mortgage. Now you have a decision. Do you pay off the mortgage or invest the money for retirement. That’s the question facing a podcast listener named Shelly. Here is her email to me: Great job on your podcasts. […]