Investing

How To Pick Your First Mutual Fund

October 28, 2011

Picking your first mutual fund is kind of like a first date–scary at first, but later you wonder what all the fuss was about. This past weekend, a close relative spent some time with my family and me. We’ll call her Susie (not her real name). Susie is 31, has one daughter (cute as can [...]

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How Much Do You Need To Retire?

October 12, 2011

As part of rolling over my 401(k), I’ve been spending some time with my retirement investments. I’ve tweaked my asset allocation and rebalanced my investments. And as part of this overhaul, the question of just how much money we need to retire has been on my mind. So I did some research into the question. [...]

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TD Ameritrade Review – A Canadian Spin on the US Market

October 11, 2011

It’s been a while since I’ve seen Sam Waterston (who you might know as district attorney Jack McCoy on Law and Order) promote TD Ameritrade in television commercials. But after years of wondering whether or not they are a top notch online discount broker, I decided to give them a shot.  Oddly enough, I learned [...]

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Why I’m Not Selling My Apple Stock (But You Probably Should)

October 6, 2011

As you’ve no doubt already heard, Steve Jobs lost his battle against pancreatic cancer at the age of 56. I’ve been a huge fan of Jobs and Apple for years. I run nothing but Macs for my business and home. And recently I began investing in Apple stock. With the death of Apple’s leader and [...]

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My Experience with a 401K Rollover

September 21, 2011

I recently changed jobs. And as part of the transition, I decided to rollover my 401k from my old employer to a rollover IRA. My 401k was with Fidelity, and my plan was to move it over to an existing IRA at Vanguard. In this article I want to walk through the reasons I made [...]

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How to Buy Gold and Silver Online with APMEX

September 20, 2011

I‘ve wanted to invest in gold or silver for some time. Not a big investment, but just enough to give my portfolio some more diversity. Plus I like collecting coins, and gold and silver are a perfect fit. The problem was finding the best place to buy precious metals. I ended up buying silver online, [...]

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OptionsXpress Promo Codes and $100 Bonus for New Investors

September 19, 2011

OptionsXpress promotional codes offer everything from free account transfers to $100 sign-up bonuses.  In a competitive online discount broker community, the tools OptionsXpress brings to the table are it’s greatest asset The most popular promo code is OptionsXpress’ $100 cash bonus for new accounts. Here are the details: Offer is valid for one new Individual [...]

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Warren Buffett Controls the Stock Universe

August 25, 2011

Earlier this month, I wrote about how I finally got around to opening my very own OptionsHouse IRA.  What I didn’t tell you was that I took my initial $5,000 and invested it solely in one company.  Bank of America (BOA) was down nearly 40% for the year, more than 60% from it’s 52-week high [...]

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Is Dividend Investing a Smart Alternative to Savings Accounts

August 22, 2011

Dividend investing involves investing in stocks, mutual funds, or ETFs that pay dividends. Recently, I’ve started to move cash out of a savings account and into stocks that have really high dividend yields. The result is that I’m earning more than 5% just on dividends alone. Why have I made this change? Dismal interest rates. [...]

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