Why Your Investments Care if You Use a Broker vs Fiduciary
May 15, 2012
[I know advisors at Registered Investment Adivsors (RIA) firms who frequently emphasize the difference between what they do as a fiduciary and the role that brokers fill – and what that distinction means for you as investor. Jeremy Brenn’s firm is a RIA and today I’ve asked him to explain why your kid's college fund [...]
How to Setup Your Dream IRA in Under 10 Minutes a Day
March 25, 2012
Why would it take more than one day to setup an IRA? Shouldn’t it just take 20 minutes to open an IRA online? It sounds pretty simple to just start an IRA but when you look at the number of eligible people who don’t have an Individual Retirement Account it makes you wonder – what’s [...]
Claiming Investment Losses on Your Taxes
December 28, 2011
As the end of the year draws near we unfortunately have to start thinking about the taxes we’ll owe, our tax returns will be due before we know it. If you’re not aware of the possible investment tax deductions one that you should think about is investment loss – the losses that result from your [...]
New Mutual Fund Cost Basis Rules
December 5, 2011
Beginning January 1, 2012 new regulations set forth by the Internal Revenue Service (IRS) will take effect. These regulations affect the way in which mutual fund companies report cost basis and gains or losses for taxable accounts. The purpose of these changes is to verify what fund companies report on their tax documents and what [...]
7 Signs of a Bad Investment
November 19, 2011
Finding a good place to invest your money isn’t always easy but a good way to start is to weed out the bad investments. Obviously this won’t end up with a list of the best places to put your money, but narrowing down your choices to help avoid the worst is a good place to [...]
Betterment Interview
October 19, 2011
Betterment is a unique investing company that I had a chance sit down and chat with for an hour when I was in Chicago at FINCON. I was familiar with the company, we’d already researched their service and written up a Betterment review, but it was nice to be able to sit down and pick [...]
MarketRiders Review – Custom ETF Portfolios
September 16, 2011
In recent years, exchange-traded funds have grown a great deal in popularity. They trade like stocks on the market, but they are funds. ETFs generally come with low fees, which means that you keep more of your money, rather than watching your returns eroded by fees. If you are interested in how an ETF portfolio [...]
Betterment Review
September 14, 2011
The new online brokerage Betterment has been getting positive feedback for the simple approach they offer investors so we decided to take a look at what exactly the firm offers. What is Betterment? Betterment is an online investment option that offers an alternative to companies like E*Trade, Charles Schwab, TradeKing, and Scottrade. As you’ve seen [...]
9 Ways to “Beat” the Stock Market
September 7, 2011
One of the truths about the stock market is that it’s extremely difficult to beat consistently. What makes it even harder is that often we let the stock market beat us mentally and make us act in irrational ways. Rather than thinking about beating the return on the stock market, you need to learn how [...]
TradeKing Promotion $100 Signup Bonus
August 30, 2011
This month’s TradeKing promotion earns you $100 for opening a new account with the online broker. The number of people using the online brokerage has been growing quickly over the last few years, not due just to the TradeKing promotions but also because they make it cheaper and easier for their customers to invest their [...]
