When it comes to stock market investing and financial advisors, trust is a big deal. Many articles have been written about trust by the financial profession. This article takes on this complex issue from a consumer’s point of view.
Early adopters are consumers who aspire to own the newest gadget even if it means paying top price. When it came to a renewable energy plan for our home and automobiles, we were no exceptions. Despite the high cost, we wanted our home and two cars dependent on 100% clean and renewable energy. Why?
For a decade, I have listened to Paul Merriman’s podcasts. His list of financial topics spans every conceivable idea and common sense investing strategy. His understanding of the investing process and constructing a simple or complex portfolio is top notch. In this post, I recommend that you listen to one of his podcasts. Here’s why. …
White Coat Investor by James Dahle, MD Reviewed by Steve Have you ever vacillated about reading a book because you weren’t the author’s targeted audience? Dr. Dahle’s fine book’s is aimed towards MDs and other ultra-high earning professionals (Attorneys, Dentists, CPAs, and Engineers). Still, there are four reasons I read this book, gave it five …
What a month! In the wake of the broad equity stock markets blowing up, Dan and I are excited to present our new website. After 2.5 years, it was time to upgrade our web presence from a blog to a website. All of our past articles are still available.
Financial insecurity is a reality for many Americans. 56% of people say they look favorably on their finances, yet 57% feel they are unprepared for a financial emergency. 50% would claim to be financially secure.
The author explains and addresses, head-on, the many problems with the financial industry’s relationship to regular investors.
This Pie Chart is our Diversified Portfolio as of June 30, 2015 (Click directly on the Pie Chart to Enlarge it) An Experiential Insight Into Bonds: Maturity (long-term vs short-term) horizon, government vs. corporate, highly rated vs lower rated (risk of getting your money back) and their place in the portfolio. What are the riskiest bonds? …
A Review for the Millennial Generation who Seek Financial Freedom: Mr. Money Mustache and White Coat Investor Have you ever thought of managing your own money without an expensive financial adviser? Or just needed somebody you can trust not to rip you off with commissions, and high advisory fees? If you have followed our blog here, that’s precisely what …
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Part III: The Stock/Bond Allocation Split and Rebalancing Since 2008, a retired friend has put 100% of his money in cash. He recently asked if it’s time to get back into the stock market. You already recognize our friend’s major mistake–100% into anything is not diversification. Still, we can tell a lot about our friend’s …