A look at what a Boglehead is, and how they follow the investing philosophies and lessons of Jack Bogle the founder of Vanguard.
Investing is a great way to save for the future. This guide to investing is designed to help young adults get started investing in college.
I’m highlighting this again because it can impact so many investors during tax season: If you own a REIT, chances are you love the fact that they pay great dividends, but hate the fact that at tax time, you have to wait for a corrected 1099 to come in March. The reason for this is […]
Everyone makes mistakes. But if you learn from those mistakes, it never a bad thing. However, it is even better if you can learn from others’ mistakes and avoid making them in the first place. Here are six common investing mistakes that you could be making right now! Read up, and try to avoid them […]
Man, sometimes don’t you wish you could go back in time and change something in your life – even your financial life? Sometimes I wish I could go back to that time right after high school graduation and re-think some of the financial decisions I made. While none of them have been detrimental to my […]
Given it’s the middle of summer, I wanted to put together a quick actionable for you to take today. I’m calling it the 5 minute summer portfolio jumpstart. The goal of this quick exercise is to jumpstart your portfolio and make sure that you’re on the right track. For today’s jumpstart, I wanted to tackle […]
The hardest part of deciding where to invest is actually deciding what criteria you want to look for in a company. I am a huge value investor, and look for solid companies that can be purchased at a discounted price (maybe due to bad short-term news). The trick to finding these companies is to use a stock screener. Most online brokerages have them, as does Yahoo! Finance or Money.com. What I highlight below are some key fundamentals you may want to look at when investing in a company. Remember, a number or ratio may look good, but it is important to understand why that number looks good, or if it looks “too” good.
John and I used to play golf regularly until one day when he started asking me about what stocks I invested in. At this point in time, I refused to tell him what I was specifically doing until he mentioned what he was doing and just wanted to know why I was doing whatever I […]
2013 was a great year for most investors, but that makes a new challenge for 2014 — changes to your portfolio that you probably don’t even know about! We’ve talked before about how asset allocation is important for investors, but now that is true more than ever. Why? Because last year saw huge gains in […]
It is sometimes easy for investors to lose track of the big picture while focusing on the details. Few spend as much time worrying about their portfolio diversification and asset allocation as they do looking for winning investments. After all, gains and losses are made with stocks and funds, not abstract portfolio concepts. But while […]
A while back, we wrote The College Student’s Guide to Investing, a great tool to help you get started investing. We covered various angles including the importance of starting now, continuing your investment education through continuous learning, and lowering costs through index fund investing. And once you have your accounts setup and funded, what then? […]
I’m announcing it once and for all right now – my love affair with Mint is now over. It’s still a great free money management tool, but I’ve always had a negative view about how Mint handled investments. It just didn’t do enough for my investments to really help me in my personal finances. And […]
This week’s bullish case for CarMax in Barron’s encouraged me to reopen a CarMax annual report that had been gathering dust on my desk. As the Barron’s article says, CarMax is a differentiated retailer in a very commoditized space – used car sales. Let’s dig deeper into CarMax’s business model to determine whether or not […]
Bond prices have been rising steadily since the 2007 financial crisis. Many individuals, investors, companies, and institutions have been flocking to Treasury Bonds for their relative safety compared to other financial products. However, with the economy recovering more every day, and other securities, like stocks, starting to look more attractive, is the bond bubble finally going to […]
Berkshire Hathaway is known for its excellence in investing with Warren Buffett at the helm as Chairman and CEO. What Berkshire isn’t well-known for is the business it does best: insurance. Recently, Buffett’s Berkshire Hathaway cut its exposure to the municipal bond insurance market. Berkshire Hathaway previously insured billions of dollars of municipal bonds against […]
The number one investing mistake that most people make is buying high and selling low. And that is exactly the title of the recent book by Amir Avitzur – Why Do We Sell Low and Buy High? The Guide You Must Read Before You Invest! This book takes you through a journey through the basics of […]
Europe is huge for economic output. All the nations in the European Union had total economic output of $17.6 trillion in 2011. The United States produced $15 trillion of goods and services in the same period. American-European Trade Trade statistics can help us better understand how connected the EU and the United States really are. […]
It’s one thing to find an undervalued stock. It’s another thing to find one that will spring to its true intrinsic value. Many companies are great values. Many are value traps – companies that are cheap, and will be cheap for some time. So how can you delineate between companies that are poised to move […]
If you’re like most people, you have investments scattered across a whole bunch of different accounts – IRAs, 401ks, brokerages, and more. However, every account you own and investment have is part of your portfolio. As such, you need to manage all your accounts as a whole portfolio, and not a bunch of single accounts. […]
When you change jobs (which many people have over the last few years), you may not quite know what to do about your old 401k. Your old employer most likely didn’t tell you anything, and your new employer may have had one line in the middle of your benefit package. Depending on your old employer’s […]
Real estate investment trusts are a favorite among cash flow-seeking investors. By law, REITs must return 90% of their operating earnings back to shareholders in the form of dividends. While this similarity makes REITs look like cookie-cutter investments, they are anything but. Let’s run through the several different types of mortgage REIT investments: Agency Mortgage […]
Swing trading has gained some interest lately because it is a popular strategy used to profit on price volatility. It was coined by Alexander Elder, a New York trader who lives off his trading profits and has written a book on rule-based swing trading. Swing trading is highly speculative, and a swing trading strategy to […]