Three Mutual Funds For New Investors
I like the consistency of these three funds. Especially for new investors. Each has a history consistent success. The opportunities
Read more
Retirement
Why You Need Asset Allocation
“The most important key to successful investing can be summed up in just two words – asset allocation.” -Michael LeBoef,
Read more
What You Can Learn About Your Financial Planning From My Cross-Country Trip
Metaphors between real travel and your journey to financial independence. I travel a lot, including cross-country road trips. Coincidentally, I
Read more
The Five Steps of Setting Financial Plan Goals
Here is how to increase success in your personal finance goals. We don’t always take goal setting as serious as
Read more
The Four Most Dangerous Words in Investing
A look at how investment wisdom over the ages fits today. The thing that we learn from history is that
Read more
7 Buy Rated Stocks With 50 Years of Dividend Increases
Here is a list of Dividend Kings each with a favorable rating from two or more agencies. The real purpose of investing in common stocks is to share in the company’s profits via dividend distributions.
Read more
What You Should Know About Exchange Traded Funds
Exchange Traded Funds were created about 25 years to be used as a simplified way to gain exposure to an
Read more
A “V” recovery for the Markets
Investors brush off a ‘planned recession’ and look to the other side of the valley. The stock market is a
Read moreThe Market Is At All Time Highs and What You Should Do
The current bull market is the longest running in history. Beginning in March 2009 it is now in its 130th
Read more
Congress Passed the Secure Act.
Here’s What It Will Mean for Your 401(k) and IRA. This article is by Reshma Kapadia from Barron’s. Updated Dec
Read more