October 8, 2013
I hate it when my friends perform better than I do. Not that I wish them any worse. I just wish I were doing slightly better. Fortunately, it is always possible to improve my financial outlook by...
October 4, 2013
Savvy diversification – a thoughtful mix of stocks and bonds – is much more important to long-term investing than any number of hot stock tips from your cousin’s barber.
Or was it your barber’s cousin?
August 21, 2013
As part of my quest for a healthy lifestyle, I share recipes with a group of friends on Facebook. I’ve given out the recipes for some of my favorite foods, including my favorite breakfast: low-fat Greek yogurt with strawberries and blueberries,...
August 6, 2013
Lets start with the basics. Ladders have traditionally been used by investors to increase their returns while still enabling them to maintain the flexibility to reinvest their funds at higher rates as interest rates rise.
June 11, 2013
A mutual fund holds a set of securities such as stocks, bonds, commodities, real estate and/or cash instruments that is funded by the pooled investment of many purchasers. There are a number of advantages and disadvantages.
June 10, 2013
From my experience, the answer is no. I’ve never been contacted by anyone asking about investing in LGBT-friendly companies.
However, almost all of my gay and lesbian friends own stock in Disney! There’s something about Disney that attracts...
June 4, 2013
In case you didn’t notice, the U.S. stock market has been skyrocketing. The Dow Jones Industrial average is hitting all-time highs. This year alone, the S&P 500 has already returned 16 percent.
If you have been sitting in the sidelines...
April 24, 2013
You can absolutely invest in companies outside the U.S. The easiest way to do this is through a mutual fund that invests internationally. Unless you have...
April 22, 2013
It depends a lot on your risk tolerance and risk objectives. It can also depend on your level of investment education. Ultimately, it...
April 10, 2013
My first job after college was working for a mutual fund company. Unfortunately, I was answering questions with a science and psychology degree.
Now, as an experienced financial planner knowledgeable about the pros and cons of mutuals, I...