What to do When You're Screwed by a Broker or Financial Advisor

Tweet While I’m not a big fan of how many people quickly jump on the litigation bandwagon for almost anything nowadays, there are legitimate situations where you may have a case against a bad broker or advisor. Even so, keep in mind that you can’t sue just because you lose money on an investment they […]

The Need for Disability Insurance – It Can Save Your Financial Life

Tweet When most people think about insurance, the first things that come to mind are health and life insurance. We all realize how important it is to provide insurance that can pay doctor bills when we’re sick, and we understand that in the event of our death, it would be nice to leave some money […]

A Look Back at the Past Year of Mutual Fund Reviews and Their Performance

The Royce Funds

Tweet Starting in January of 2007, I began highlighting various mutual funds and provided a brief analysis and review of each. Some of the funds are very well-known, while others are small and go practically unnoticed by the investing community. I don’t claim to be an expert fund selector, and none of these funds are […]

Mutual Fund Review: Royce Micro-Cap Fund (RYOTX)


Tweet On January 14th, 2008 Royce reopened a number of funds, including the Royce Micro-Cap Fund (RYOTX). I’ve always been a fan of the Royce family of funds, and I’m thrilled to see this fund opening to new investors once again. This fund is a true micro-cap fund with over 75% of its holdings falling […]

Poll: Will an Economic Stimulus Package Help the Markets/Economy?

Tweet President Bush and Federal Reserve Chairman Ben Bernanke today endorsed the idea of an economic stimulus package to boost the flagging economy, as Bush began discussions with congressional leaders on the next steps. Both parties support tax rebates for individuals, to get cash into consumers’ hands quickly. Democrats would also like to increase funding […]

The 401k Debit Card: Probably One of the Worst Ideas Ever

Tweet I briefly recall hearing about something like this a couple years ago, but I didn’t pay much attention because I didn’t think it would ever come into fruition. Well, I guess I was wrong. The 401k debit card is real, and more companies are beginning to adopt it. As if it wasn’t bad enough […]

Join Me on January 15th at 7 pm EST for a Live Finance Chat


Tweet On Tuesday the 15th, I’ll be hosting a personal finance chat with Lazy Man over at the 40s chat at Grab.com at 7 pm EST. It will be an open chat available to everyone, and we’ll try to answer as many questions as possible. While it is being hosted in the 40s chat room, […]

Fidelity Reopens Magellan Fund to New Investments

Tweet After closing ten years ago in 1997 to new investments, Fidelity reopens the Magellan fund on January 15th. If you did any investing in the 1980s or early 1990s, you are probably familiar with this fund. The Magellan fund put the now-famous Peter Lynch on the map as an investing superstar while he ran […]