Pros and Cons of Hiring an Investment Specialist

Investing

I‘ve been investing in the stock market for more than 20 years. During that time I’ve never hired an investment adviser to manage my portfolio. The primary reason is cost. A close second reason is that I enjoy investing. But if I’ve learned one thing from running this website it’s that how I handle my […]

Published or Updated: May 7, 2013

PowerShares S&P 500® High Quality Portfolio (SPHQ) Review

SPHQ | S&P 500 High Quality Portfolio | PowerShares Exchange-Traded Funds 2013-04-24 09-23-38

When I first started investing, I had the hardest time figuring out which mutual funds to select. Over the years, I’ve learned that the key selection criteria are costs and asset class (e.g., large cap U.S. vs. small cap). Still, with 1,000s of mutual funds and ETFs, picking the right investments can seem overwhelming. To […]

Published or Updated: April 24, 2013

Motif Investing Review

Dividend Stars Motif

As I mentioned recently, the individual stocks and ETF’s I invested in last year returned more than 33%. As a once buy-and-hold index fund investor, my foray into individual stock investing is something I never would’ve guessed five years ago. As happy as I am with the results so far, investing in individual stocks those […]

Published or Updated: April 18, 2013

How I Clobbered the Market in 2012

About three years ago I did the unthinkable–I started investing in individual stocks. As a long-term, buy and hold, index fund investor, dipping my toe in the deep end of the pool was unnerving. But there I was, buying shares of Citi in my SEP IRA that I have with Scottrade. There were two reasons […]

Published or Updated: April 3, 2014

Dow 14,000–Interview with Gerri Willis of the Willis Report

Gerri Willis

Recently Gerri Willis of the Willis Report (Fox Business Network) and I had a chance to exchange email on the Dow. With it recently surpassing 14,000 (again), I wanted to get Gerri’s take on the Dow’s historic climb (I guess history does repeat itself). As somebody who largely ignores the hoopla around something like Dow […]

Published or Updated: March 2, 2013

When Should I Start Investing? Now!

Start Investing Now

For most people, the time to start investing is now Photo: jakeandlindsay Over the years I’ve blogged here at the Dough Roller, one question I’ve been asked repeatedly is when should you start investing. To me, the question is very much like asking when you should start eating healthy and working out. If you can […]

Published or Updated: November 24, 2013

Bonds vs. Stocks—Which is Riskier?

Stock vs Bond Risk

Bonds are riskier than stocks for long term investors. Here’s why. Photo: Stuck in Customs We’ve all heard it a thousand times–stocks are riskier than bonds. This mantra has prompted many young people to swear off stock investments in favor of “safer” bonds and even certificates of deposit. And the result is a far, far […]

Published or Updated: January 26, 2013

E*Trade Promotion: Up to $600 on Rollover of 401(k) or IRA

ETrade $600 Promotion

E*Trade is offering up to $600 in bonus cash on new IRA accounts When you leave a job where you had a 401(k), you have two basic options: 1. You can do absolutely nothing and watch your nest egg get eaten alive by high fees and poor service that often accompanies 401(k) plans; or 2. […]

Published or Updated: January 31, 2013

Stop Loss—How Investors Can Lose the Right Way

Stop Loss Order Scottrade

A stop loss order can prevent significant losses for an active trader Photo: windy_sydney The market decides how much money you make trading; you decide how much you lose. At least that’s what the professional traders I know tell me. So how do they decide how much money they are willing to lose on a […]

Published or Updated: January 15, 2013