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.

Betterment SmartDeposit–Auto Pilot for Savers

Everybody knows that they should be saving. Everyone knows they should be on a budget. But, let’s face it: Many people just don’t have the knowledge or the committment to follow through each month. We’ve all failed to reach our savings goals at one point or another. My wife and I used to struggle with it […]

Published or Updated: October 14, 2015

Acorns Review–How to Nickel and Dime Your Way to Wealth

Robo advisors can be the perfect investment platforms for people who like hands-off investing. They handle all of the investment details for you, including portfolio allocation, investment selection, and periodic rebalancing. All you need to do is to fund your account, and then live your life to the fullest. Acorns is a robo advisor, but it […]

Published or Updated: November 11, 2016

7 Ways to Improve Your Investment Returns

To create a large investment portfolio, you need to save money regularly, invest consistently, and learn to stay the course for as many years as it takes. There are, however, several strategies that can help you improve your investment gains over time. This post highlights a few of those strategies. Improve Your Investment Returns with […]

Published or Updated: September 7, 2015

3 Reasons to Cheer a Stock Market Crash

The stock market has been on a roller coaster ride this month. Just over a week ago the S&P 500 fell from over 2,100 to below 1,900, a drop of more than 10%. Then it recovered to finish last week at just under 2,000. What a ride! The financial press had a field day. Here […]

Published or Updated: August 31, 2015

The Perfect Asset Allocation Plan

All to often we make investing far more complicated than it really is. I was guilty of this when I first started investing back in 1993. Like the search for the Holy Grail, I was convinced that there was a perfect asset allocation plan. And I searched for it. I spent hours upon hours trying […]

Published or Updated: August 28, 2015

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 7, 2016

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

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