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.

The Pros and Cons of Socially Responsible Investing

We recently received an email from a podcast listener who is new to investing and is trying to figure our her investing strategy. Although she wants to make money off of her investments, she also wants to do it in a way that lines up with her system of beliefs. Here is an excerpt from […]

Published or Updated: July 28, 2015

A Simple Way to Increase Your Returns Without Increasing Risk

In this podcast, we look at how you can increase your returns without increasing the overall risk to your portfolio. I call it the asset class swap, and it’s incredibly easy to do. Here’s how it works. From time to time an asset class becomes significantly overvalued or undervalued. This happened last year with REITs. […]

Published or Updated: June 24, 2015

An Awesome (and Free) Investment Tracking Spreadsheet

There are a lot of tools out there to track your investments. One of my favorites is Personal Capital. It offers a free online financial dashboard that automatically tracks your investments and your spending. Today I have another option for you–a free spreadsheet that tracks your investments and tells you when it’s time to rebalance […]

Published or Updated: November 2, 2015

How Advisors Kill Your Retirement Like The Walking Dead

Several friends have recently contacted me about their retirement accounts. They are planning to retire and want to rollover their 401k to an IRA. So far, so good. While they managed their 401k for decades, however, they are uncomfortable managing the rollover IRA. The combination of a lot of money to manage and the consequences […]

Published or Updated: May 22, 2015

A Simple Trick to Increase Your Investment Returns Without Risk

Imagine if you could increase your investment returns without increasing your risk? Now imagine you can do this with very little effort – and at no cost. I know, it sounds like the start of a late night infomercial. It’s not; it’s what’s called asset location. Recently I received a voice mail message from a listener named […]

Published or Updated: May 7, 2015

8 Ways to Avoid Emotional Investing

Investing is an emotional experience. With so much at stake, it can be an emotional roller coaster to watch the stock market gyrate from day to day. The topic of emotional investing came up in a recent email from a listener named Joe. He asked the following question: I’m a big fan of your newsletter and […]

Published or Updated: May 2, 2015

Personal Capital Releases Apple Watch App

Personal Capital revolutionized the free online financial dashboard. In one place you can now automatically track all of your investments, including retirement accounts. It shows your asset allocation and investing costs, and does so with amazing charts and graphs. All for free. Now the dashboard is available on the Apple Watch. The Personal Capital Apple […]

Published or Updated: May 15, 2015

How Anybody Can Evaluate a Business Like Warren Buffett

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

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

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