In 2010, Merrill Lynch catapulted into the 21st century. In that year, they launched the low cost internet brokerage, Merrill Edge. Just a few months ago, they proved that traditional advisors are embracing technology as fast as the “Robo-Advisors.” In 2017, Merrill Edge launched Guided Investing. Guided investing merges the world of technology with traditional portfolio management. But […]
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This archive highlights all of the articles posted on investing, in chronological order. If you want just the highlights of the best investing articles, check out our Investing 101 page for more information.
Maintaining the proper asset allocation over time is one of the three keys to investing success over the long term. The reason is simple: over time, your ideal portfolio gets out of whack because some investments do better than others. For example, if you were looking at your portfolio like I did last year, you […]
How much you should have in a 529 plan to save for college for your children by age, including high and low contributions for public and private school.
New to investing? Sick of high account minimums? Tired of paying trading, management, and rebalancing fees? WiseBanyan could be the solution to all of your investing frustrations. After witnessing firsthand the often misaligned values of financial advisors and their clients, combined with too high minimum investment amounts, and unreasonable fees the idea for WiseBanyan was born. […]
Is investing hard? Not really. At The College Investor, we believe that lazy investors grow rich. Investors rarely need to learn about anything beyond basic asset allocation. Once you figure out some jargon and automate a habit of sensible investing, you’re set. It’s easier than ever to start investing in publicly traded stocks and bonds. […]
This is a guest post by Eric Rosenberg, a full-time freelancer and blogger at Personal Profitability. Eric writes about personal finance and entrepreneurship at InvestmentZen, his own blog, and other sites around the web. Your first day of work is a whirlwind. Meeting new people, getting your employee ID, learning your way around, figuring out […]
The single most popular trend in investing today is passive investing. Most people associate passive investing with low cost, broad based index funds like those you can purchase at Vanguard. But can you be a passive investor with a more complex strategy? M1 Finance thinks you can. Their innovative investing platform brings together the best […]
We review Quicken 2017 For Mac and look at the new features, but honestly are still left with a lot to be desired in investment management.
Low cost brokerages changed the world of finance. You no longer have to be a Warren Buffett, Benjamin Graham or Peter Lynch to invest like them. This is a cause for celebration among the small investor community. Motif Investing is one brokerage committed to this change. They offer an intuitive, easy to use investment platform. […]
From talking babies to Kevin Spacy, Etrade’s prominent marketing campaigns have made it one of the most well-known online trading platforms on the market but do they have more to offer than catchy slogans and celebrity endorsements? E-Trade offers tools and platforms aimed at both experienced and novice investors because of this, most investors can […]
To say that women are becoming more involved in the financial world is an understatement. While income inequality is still an issue, females are earning higher salaries and taking more agency with their finances than ever. So why aren’t they investing? Research shows that men are five times more likely than women to prioritize investing. […]
Asset allocation refers to the overall mixture of stocks, bonds, and asset classes in your portfolio, and it’s the biggest success factor.
Every new investor faces two challenges: The barrier to entry being too high Not having the slightest idea of what to actually invest in It’s no secret that investing jargon can sound like a foreign language. This can deter many people from ever taking the time to learn what they actually need to know. On […]
I had an interesting conversation with a reader of The College Investor a few weeks back and I wanted to highlight an important aspect of investing that may be missed: laziness. The dialogue started with the reader asking me if I thought it was okay to speculate with my portfolio. My answer: no! In fact, I […]
The first time I ever heard of MLPs was from my Uncle Jeff. Imagine an enormous lumberjack, with a Santa Claus beard and a penchant for stretching the truth. “You know who’s really getting rich up there in Williston? It ain’t them truck drivers. It’s them MLPs. They’re earning all this money without paying any […]
Do you remember where you filed your tax return? What about your tax return from 3 years ago? The IRS recommends that you keep at least 3 years of tax returns on hand. But what if you can’t find your tax return in your black hole filing cabinet? Tax Transcripts are the answer. Below we explain […]