DR 051: Rebalancing–How to Create a Plan to Easily Rebalance Your Investments

Rebalancing Investments

Rebalancing your investment portfolio is an important part of managing your money. Having carefully selected your asset allocation, rebalancing ensures that your investments stay in line with the allocation you’ve chosen. In this article (and podcast) we cover creating a rebalancing plan. We’ll cover topics such as how often to rebalance (frequency) and what to […]

Published or Updated: April 9, 2014

How Much Monthly Income Can Your Retirement Savings Generate?

Personal Capital FSI

If you’ve listened to the 31-Day Money Challenge, you know that Personal Capital was one of our sponsors. I was happy to have them sponsor the series because I’ve used Personal Capital for quite some time, and I like the tool a lot. Personal Capital is a free online tool that lets you connect all […]

Published or Updated: April 2, 2014

5 Resources to Help You Allocate Your Retirement Assets

Vanguard Target Retirement 2050 Fund

This article is a companion piece to the podcast on how much of your retirement nest egg you should invest in stocks. Here I’ll share some resources that can help you make this important decision. 1. Target Date Retirement Funds Vanguard (among other companies) offers target date retirement funds. These fund of funds, as they […]

Published or Updated: April 2, 2014

DR 049: How Much of Your Retirement Nest Egg Should You Invest in Stocks?

Untitled spreadsheet

In the 31-Day Money Challenge, we covered the basics of asset allocation. Today we are going to focus more specifically on how much to invest in stocks and how much in bonds. The stock/bond allocation is the most important piece of asset allocation. The question of stocks vs. bonds is much more important than the […]

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Published or Updated: April 2, 2014

Betterment Review – Online Investing Made Easy

Betterment Add Withdraw Money

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 […]

Published or Updated: April 1, 2014

DR 047: How to Value a Coin Collection

1878 S Morgan Silver Dollar MS65

I recently started collecting coins. I only have a handful right now: mainly Morgan silver dollars. I tend to just pay $40 or $50 for a nice coin, and I don’t have a particularly valuable collection. I just enjoy collecting them. One of my coins is a Morgan silver dollar from 1878. It’s an S […]

Published or Updated: March 30, 2014

The Power of Compound Interest. . .Even Math Geeks will be Amazed

compounding a penny

Recently, my friend Jay Monee over at Budgets are Sexy wrote an article about the power of compound interest. (You may remember Jay from my interview with him on how he makes money online.) In his article he asked a great question: “If you start with a penny on day one, and double it every […]

Published or Updated: March 25, 2014

DR 045: How to Diversify Investments When You’re Just Starting to Invest

diversifying investments with little money

New investors face unique obstacles. There’s the learning curve. Clear that and there’s still the hurdle of having little money to invest (although there are easy solutions to that one). And then there’s the question of executing an asset allocation plan when you have little capital. That’s the question a reader named Daniel recently asked: […]

Published or Updated: March 24, 2014

DR 043: How to Compare Mutual Funds in Under 60 Seconds

Morningstar Fund Compare Tool

I encountered a big problem when I first started investing. Maybe you’ve encountered it, too. I would read a lot of books on investing. Two of my favorites are Rick Ferri’s All About Asset Allocation and William Bernstein’s The Four Pillars of Investing. These books cover asset allocation, and in All About Asset Allocation, describe […]

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Published or Updated: April 3, 2014