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.

DR 057: 9 Things to Know About the myRA

The New myRA Retirement Accounts

Podcast: Play in new window | Download | EmbedIn the most recent State of the Union Address, President Obama unveiled the myRA – My Retirement Account. Another retirement savings option? Yes. In addition to 401k, 403b, IRA, Roth IRA and a host of other types of retirement accounts, later this year we can add the […]

Published or Updated: April 23, 2014

DR 054: Motif Investing: Interview with Tuhin Ghosh, Vice President of Investment Products

Tuhin Ghosh of Motif Investing

Podcast: Play in new window | Download | EmbedA number of new ways to make investing easier have launched over the past few years. One is Motif Investing, which I reviewed some time ago. It’s a fascinating way to approach investing, combining low costs and tremendous flexibility. It such a unique option that I invited […]

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Published or Updated: April 15, 2014

DR 052: A Step-by-Step Guide to Rebalancing Your Investments

Rebalancing Investments

Podcast: Play in new window | Download | EmbedIn the last podcast, we talked about why rebalancing your investment portfolio is important and how to create a rebalancing plan. Today we are going to walk through step-by-step how to actually rebalance your retirement and other investments. As we discussed in the last podcast, you can […]

Published or Updated: April 11, 2014

DR 051: Rebalancing–How to Create a Plan to Easily Rebalance Your Investments

Rebalancing Investments

Podcast: Play in new window | Download | EmbedRebalancing your investment portfolio is an important part of managing your money. Having carefully selected your asset allocation, rebalancing ensures that your investments stay in line with the allocation you’ve chosen. In this article (and podcast) we cover creating a rebalancing plan. We’ll cover topics such as […]

Published or Updated: April 9, 2014

How Much Monthly Income Can Your Retirement Savings Generate?

Personal Capital FSI

If you’ve listened to the 31-Day Money Challenge, you know that Personal Capital was one of our sponsors. I was happy to have them sponsor the series because I’ve used Personal Capital for quite some time, and I like the tool a lot. Personal Capital is a free online tool that lets you connect all […]

Published or Updated: April 2, 2014

5 Resources to Help You Allocate Your Retirement Assets

Vanguard Target Retirement 2050 Fund

This article is a companion piece to the podcast on how much of your retirement nest egg you should invest in stocks. Here I’ll share some resources that can help you make this important decision. 1. Target Date Retirement Funds Vanguard (among other companies) offers target date retirement funds. These fund of funds, as they […]

Published or Updated: April 2, 2014

DR 049: How Much of Your Retirement Nest Egg Should You Invest in Stocks?

Untitled spreadsheet

Podcast: Play in new window | Download | EmbedIn the 31-Day Money Challenge, we covered the basics of asset allocation. Today we are going to focus more specifically on how much to invest in stocks and how much in bonds. The stock/bond allocation is the most important piece of asset allocation. The question of stocks […]

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Published or Updated: April 2, 2014

Betterment Review – Online Investing Made Easy

Betterment Add Withdraw Money

When it comes to investing, one of the most important factors is cost. That’s why it is important to invest in low cost mutual funds and ETFs, and to use a low cost broker if you buy individuals stocks and bonds. And that brings me to this review of Betterment, an online tool that makes […]

Published or Updated: April 1, 2014

DR 047: How to Value a Coin Collection

1878 S Morgan Silver Dollar MS65

Podcast: Play in new window | Download | EmbedI recently started collecting coins. I only have a handful right now: mainly Morgan silver dollars. I tend to just pay $40 or $50 for a nice coin, and I don’t have a particularly valuable collection. I just enjoy collecting them. One of my coins is a […]

Published or Updated: March 30, 2014