Crawl, Walk, Run Your Way to Riches
April 19, 2007
I’ll never forget April 18th. No, not as the day the IRS extended the tax filing deadline, something much more memorable. I’ll always remember it as the day our little guy took his first crawl around the living room! Proud Father I’ve never been so proud of anyone before. I’ve never been so involved in […]
Personal Finance for Sports Fans – Ignore the Analysts & the Hype
March 12, 2007
Which would you rather do, watch sports or learn about personal finances? What if I told you that you could do both! There are good personal finance lessons to be found in the many exciting games of the upcoming NCAA Men’s basketball tournament. This is the first in a series of posts that will cover […]
Stock Market Correction Well Timed for Some Dollar Cost Averaging Investors
February 28, 2007
Unless you were away from all forms of media yesterday, you’re probably aware that the market took a beating. It’s not a good day on Wall Street when the DOW is down 3.3%, the S&P 500 down 3.5%, and the NASDAQ down 3.9%. However, if you are dollar cost averaging into the stock market through […]
American Century Ultra – Stupid Investment of the Week
February 20, 2007
A while back I complained about American Century Ultra and how I was getting out of the fund. It appears that Chuck Jaffe over at Market Watch agrees with my assessment of the mutual fund (TWCUX) as he recently labeled it stupid investment of the week. His article offers more insight into the history of […]
Too Chicken To Buy Stocks
February 16, 2007
Does it make sense to read books and magazines on building a stock portfolio but not actually have one? Theoretical Investing I loved reading the Intelligent Investor and am just starting on A Random Walk Down Wall Street. I look forward to getting the latest Smart Money and Kiplinger magazines in the mail every month […]
Vanguard News Feeds & Podcasts – Taxes, Investing, IRAs, Economic News, & More
February 13, 2007
I subscribed to Vanguard’s news feeds and podcasts a few months ago and have gotten some useful information out of them. Below are some of the recent ones I’ve enjoyed: -Podcast: What you need to know about international investing –The global economic outlook for 2007 –Stay tuned: Wise investing means ignoring the “noise” -Podcast: Which […]
Unrealized Capital Gains – An Overlooked Cost of Mutual Funds
February 9, 2007
I received my 1099-DIV today from Oakmark Funds and was unpleasantly surprised when I saw $1,013 of total capital gain distributions. I always look at management fees when considering a fund but haven’t really examined tax implications, probably because most of our investments are in 401k, 403b, or IRAs. I’ll have to start paying more […]
Investing With Simplicity. Reflections On Financial Planning.
February 6, 2007
Emily, the winner of the FinanceSpiration Challenge, emailed me her thoughts on the prize, a one-hour consultation with a financial planner. She shares the recommendations that Kristine made and her reflections on the financial planning process. The financial consultation with Kristine was extremely helpful. She started by calculating a target number for my retirement savings, […]
Carnival of Investing – Super Bowl Edition
February 5, 2007
The world of sports shares many common aspects with investing; such as analysis, strategy, performance, discipline, statistics, winners, and losers. Of course the financial stakes are often higher in investing than sports but there’s still a lot we can learn from watching teams and coaches prepare and play their game. What better place to look […]
Lifecycle Funds – A Smart Way To Invest In Your Child’s Future
January 27, 2007
We often think of lifecycle or target date mutual funds in terms of investing for retirement. A recent article by Mapgirl reviews a Kiplinger magazine piece about why these funds aren’t for everyone. One demographic that they might be good for are people under the age of 5. Generous Parents Parents that want to put […]
