Lending Club Overview: How to Invest and Borrow

Peer to peer (P2P) lending has been taking off in the last few years, and one of the most popular sites facilitating these transactions is Lending Club. Lending Club provides a way for investors to earn a return by helping to fund borrowers who are looking for better terms than what is offered by many […]

Motif Review | The Ultimate Antidote to Index Funds

This has got to be the most interesting investment proposition to come along in many years. If you’ve got some time — and some spare cash to invest — Motif is definitely something worth checking out. If you’re like me, the first question that comes to mind is the name — why motif? According to Dictionary.com, […]

Kapitall Review: A Closer Look

Kapitall began operations in 2008, starting out as an investing game that later became an investment brokerage service. The concept is to introduce people to investing with the game and — once they feel comfortable trading with artificial accounts — to move over to the real thing. It’s an exciting concept that may have a […]

How to Rollover Your 401k into an IRA

When you leave your employer you usually remember to clean out your desk, grab all your personal photos, and take your box of stuff home with you. Unfortunately one of the most valuable assets you have to your name is often left behind: your 401k. You don’t lose control of your 401k, the account is […]

Investing for High Income Earners

Some time ago I wrote about investing on a budget. Now I’m going to write about the opposite end of the spectrum: Investing for High Income Earners. Although I am admittedly more familiar with the first scenario, here are some of the considerations for high income investors. As always, meet with the appropriate expert prior to […]

4 Early Retirement Risks – and How to Avoid Them

In the last few years early retirement has become the holy grail of retirement planning. After all, if retirement is a good thing, then early retirement is even better! The abundance of investment vehicles like the IRA and 401k combined with easier and wider access to investment information, in tandem with the power of compound […]

Why Your Investments Care if You Use a Broker vs Fiduciary

[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

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

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

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 […]

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