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.

7 Ways to Give Stock as a Gift

Instead of giving a gift that will end up in some garage sale in two or three years or a gift card that will enable the recipient to purchase an item destined for the same fate, consider giving stock as a gift. Stocks hold their value better than more traditional gifts and even have potential to increase in […]

Published or Updated: April 3, 2016

Review of the Vanguard Total World Index

There are a number of funds available that are designed to meet all of your equity investing needs within the same fund. In the case of US and international stocks, Vanguard Total World Index (VTWSX) is an effort in that direction. VTWSX has turned in a respectable performance given that foreign stocks haven’t performed at […]

Published or Updated: February 28, 2016

The IRA Investor’s Checklist

There’s so much discussion about IRA contributions, especially during tax season. As simple as an IRA is on the surface, they come with rules that can quickly complicate retirement savings. The complications become particularly acute when it comes to deducting IRA contributions. For that reason, we put together an IRA investors checklist for the 2015 […]

Published or Updated: February 14, 2016

Interview with Founders of Investment Portfolio Analysis App–Draft

Recently I had the chance to speak with Brad Lawler and Jason St. Peter, founders of This app enables investors to evaluate the asset allocation of their portfolio and compare it to other portfolios of like-minded investors. Think of it as crowdsourcing your investment portfolio analysis. As described by the company, “The app allows […]

Published or Updated: February 5, 2016

Best Brokers for IRA Retirement Accounts in 2016

Where to open an IRA can be an intimidating question. Options range from online discount brokers to robo advisors to mutual fund companies. With all of these choices, it can be difficult to know which is best. Whether you are looking to open a traditional IRA, Roth IRA, rollover or even a SEP IRA, in this […]

Published or Updated: May 23, 2016

How to Become a Millionaire – 3 Real Life Stories

Millionaire status. It has a nice ring, doesn’t it? Yeah, a million dollars won’t get you what it used to, but it’s still the benchmark that every middle class person shoots for. Becoming a millionaire means you’ve officially graduated from the middle class and are now one of the “wealthy elites” that you dreamed about becoming. […]

Published or Updated: January 6, 2016

Personal Capital Review

Is Personal Capital just another robo advisor? Not quite. In fact, it isn’t a robo advisor at all because Personal Capital’s investment service isn’t even automated! Instead, Personal Capital has an advisory team who make the decisions about individual portfolios at every step, although they do rely on technology in the process. And unlike robo advisors, Personal Capital […]

Published or Updated: December 22, 2015

How to Calculate the Weighted Expense Ratio of a Portfolio

It’s easy enough to figure out the expense ratio on a single mutual fund or exchange traded fund (ETF). What isn’t as easy is knowing what your expense ratio is throughout your entire portfolio. In order to know what that figure is, you have to calculate the weighted expense ratio of your investments. The expense ratio for […]

Published or Updated: December 10, 2015

Best Broker Promotions, Deals, and Bonuses of 2016

The investment brokerage industry has become incredibly competitive, with firms routinely offering all kinds of incentives – from cash bonuses to free trades and more. As can be expected, the offers – and the firms making them – change throughout the year. Below is a list of ten brokerage firms and their promotions, deals and […]

Published or Updated: July 18, 2016

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