Investing

E*Trade Review – Online Discount Broker

May 29, 2011

Without a doubt the most advertised online stock broker, E*Trade was one of the first to offer low cost trades and secure account information online.  As a slew of competitors have entered the market, E*Trade had done it’s best to adapt and provide services that others cannot. But is it enough to make them a [...]

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Lending Club Investment Strategy (Update)

May 19, 2011

You may recall that back in March I wrote about how my returns with Lending Club were below average. I had devised a strategy to improve my Lending Club rate of return that involved buying notes on the secondary market at a discount. I thought it was time for a performance update and to share [...]

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Betterment Review – Online Investing Made Easy

May 18, 2011

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 [...]

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How to Read a Form 10-K Like a Pro

April 30, 2011

While I don’t talk much about my job as a lawyer here on the Dough Roller, I can tell you this–I’ve read more Form 10-Ks than I care to remember. A Form 10-K is an annual report that public companies must file with the Securities and Exchange Commission (the SEC). And if you are a [...]

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How Half a Percent Can Ruin Your Retirement

April 26, 2011

Last year one of my largest expenses was one I never saw. I didn’t get a bill for it. And I didn’t have to pay it, at least not directly. But it still cost me a small fortune. I’m talking about investment costs in the form of mutual fund expenses. Mutual fund expenses present two [...]

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OptionsHouse Free Dell Monitor Offer

April 24, 2011

It’s been interesting to watch what companies will give away to get a new customer. Many credit cards give away cash to new card members, like the Chase Freedom $150 bonus. Banks often do the same thing when you open a new account, like the ING Direct $50 checking account bonus. And brokers are not [...]

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How I Tripled My Money with an Emerging Market Fund

April 22, 2011

You’ve probably heard of the expression, “it’s better to be lucky than good.” That sums up a lot of my success as an investor. And there is no better example of this than my investments in emerging markets. I first invested in an emerging market fund at the end of 2002. And the timing couldn’t [...]

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How to Supercharge Your Returns with Lending Club

March 30, 2011

I logged into my Lending Club account the other day and was met with an unfortunate reality–I’m an underachiever. My current rate of return is 7.43%, while the average rate of return is 9.67%. Lending Club was even kind enough to provide a bar chart to showcase my less than stellar performance: My first reaction [...]

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2011 Barron’s Survey Crowns TradeStation as Best Online Broker

March 30, 2011

Every year, the good folks at Barron’s put together a survey of the best online brokers.  This is actually the 16th time Barrons has surveyed the online investing channel and their kind enough not only to pick their favorites, but also review pretty much every major online broker and provide a rating.  This year, for [...]

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