Coverdell Education Savings Account (ESA) Overview
October 2, 2009
Coverdell Education Savings Account History Years ago, there used to be an account called the Education IRA. It was created by the government to help parents prepare for the costs of schooling for their children. This account was not that popular, because at the time, it had a $500 annual contribution limit. I remember clients […]
Stock Analysis – Price to Book Ratio, Beta, & Price to Sales Ratio
August 17, 2009
Stock Analysis Series We covered price to earnings growth, debt to asset ratio, and dividend yield in the last edition of the stock analysis series. In this installment we’ll look at the measurements of price to book ratio, beta, and price to sales ratio when evalutating a company’s stock. Price to Book Ratio (P/B) Also […]
Stock Analysis – Price to Earnings Growth, Debt to Asset Ratio, & Dividend Yield
August 14, 2009
Stock Analysis Series In the first stock analysis article, I covered two of the most popular analytical measurements investors use to gauge the health of a particular stock, earnings per share and price to earnings ratio. These are certainly not the only measurements you should use to evaluate a company’s stock; today I’ll take a look at […]
Stock Analysis – Earnings Per Share & Price to Earnings Ratio
August 13, 2009
Stock Analysis Series In the world of financial investing, there are many different types of analysis that people look at in judging the health and value of a company and its stock. Over the course of the stock analysis series we’ll explain what these methods are and how you can use them to evaluate your […]
Warren Buffett’s Calm & Measured Approach to Investing
August 8, 2009
Warren Buffett is most likely the best investor of modern times. He will certainly go down as one of the top two or three influences. Yet, he goes about investing in ways that are often contradictory to the market’s moods. Here are some of his quotes: If a business does well, the stock eventually follows. […]
Day Trading Overview
June 22, 2009
Day trading by individual investors became really popular when online brokerage accounts came onto the scene. You probably remember the late 1990’s, when the market was running faster than Olympic sprinters, people were re-financing their homes and taking withdrawals from their 401ks to dive into the day trading pool. Unfortunately, many of these people lost a […]
Stock Investing Strategies for the Long Term
June 19, 2009
“I never attempt to make money on the stock market. I buy on the assumption that they could close the market the next day and not reopen it for five years.” – Warren Buffett If you think of day trading as a series of one night stands, long term investing is that one that sticks. […]
Day Trading vs. Long Term Investing
June 18, 2009
Day traders and long term investors can both make money in the stock market. The different approaches of buying and selling stocks vs buying and holding them require different strategies and come with different levels of risk. Day Trading Day trading has been a part of investing for a few decades now. Before 1975, all […]
Technical Analysis & Stock Charts
June 12, 2009
Technical analysis of stocks is defined by Investopedia as the “method of evaluating securities by analyzing statistics generated by market activity, such as past prices and volume. Technical analysts do not attempt to measure a security’s intrinsic value, but instead use charts and other tools to identify patterns that can suggest future activity”. Technical Analysis […]
Morningstar for Mutual Fund Research
June 6, 2009
Morningstar is a good place for mutual fund research that offers investors more information than simply fund performance. Morningstar is known for its unbiased reporting and analysis and it has a tremendous amount of free information available. It does have a premium service that offers fund analyst reports and portfolio analysis tools but everything we’ll talk […]
