1. How to Make, Manage, and Invest Money in an Online World
  2. Home |
  3. About |
  4. Archives |
  5. Contact |
  6. Blogroll

World Markets Plunge: What should investors do (a multiple choice question)?

Written by DR | Bookmarks: Reddit this, del.icio.us

If you’re new here, subscribe to my RSS feed to easily see all the latest money management tips, tools and resources. Thanks for visiting!
World markets plunged yesterday. Just to recap:

Britain’s benchmark FTSE-100: -5.5%
France’s CAC-40 Index: -6.8%
Germany’s blue-chip DAX 30: -7.2%
India’s benchmark stock index: -7.4%
Hong Kong’s Hang Seng index: [...]

Tagged with:

A Visual Guide to Lending Money with Prosper’s New Portfolio Plans

Written by DR | Bookmarks: Reddit this, del.icio.us

Recently I described how I overcame my fear of P2P lending. One factor that encouraged me to dive into P2P lending was Prosper’s new Portfolio Plans. With these plans, you can quickly and easily select the types of loans you want to make, and then leave all of the hard work up to [...]

Tagged with:

Interview with Investing Author Richard A. Ferri, CFA

Written by DR | Bookmarks: Reddit this, del.icio.us

Richard Ferri is CEO of Portfolio Solutions, LLC, an investment management firm based in Troy, MI. Portfolio Solutions manages approximately $1 billion in separate accounts for high-net-worth individuals, families, non-profit organizations, and corporate pension plans. The firm specializes in a low-cost, tax-efficient, asset allocation investment approach to building wealth.
Rick has written five books on asset [...]

Tagged with:

Enter to Win 3 Great Investing Books by Richard A. Ferri, CFA

Written by DR | Bookmarks: Reddit this, del.icio.us

I’m excited to announce the first book giveaway here at The Dough Roller. Three lucky winners will each win copies of three books written by Richard A. Ferri, CFA. Two of the books I’ve written about and are both recommendations in my Amazon aStore–All About Asset Allocation and All About Index Funds. [...]

Tagged with:

My Annual Investment Portfolio Tune-up: Asset Location and Donor Advised Funds

Written by DR | Bookmarks: Reddit this, del.icio.us

Asset Location involves allocating mutual fund investments across taxable, tax-deferred and tax-free accounts in a manner that minimizes tax liability. If all of your investments are in the same type of account, a traditional 401(k) for example, then asset location is not an issue. If you also have investments in a taxable account, [...]

Tagged with:

My Annual Investment Portfolio Tune-up: Did I Beat the S&P 500 in 2007?

Written by DR | Bookmarks: Reddit this, del.icio.us

At the end of each year I calculate the performance of my investments and compare it to the S&P 500. Why? Curiosity more than anything. Some years I beat it, some years I don’t. Over the past five years, I’ve trounced the S&P 500. But I’ve been investing long enough [...]

Tagged with:

My Annual Investment Portfolio Tune-up: Rebalancing

Written by DR | Bookmarks: Reddit this, del.icio.us

Yesterday we looked at building an asset allocation plan. We walked through my asset allocation plan as a guide, but you’ll obviously need to make investing decisions that are best suited for your situation. Today, I’m going to layout all of my investments, compare them to my asset allocation plan, and then discuss [...]

Building a Sound Asset Allocation Plan

Written by DR | Bookmarks: Reddit this, del.icio.us

Year end is a perfect time to give your retirement and other investments an annual tune-up. Each year at this time I evaluate my 401(k), rollover IRA and taxable investment accounts to see if I should make any changes to my asset allocation plan for the next year. Generally, I look at five [...]

Tagged with:


The Dough Roller © 2007-2008 | Privacy Policy | About | Archives | Blogroll

Thanks for visiting The Dough Roller. Stop back soon for more smarter money management tips, tools and resources.