All Entries in the "Investing" Category
From the Front Lines: Changing Your Risk Tolerance Based on a Bear Market
Tweet Market Conditions Shouldn’t Sway Your Risk Tolerance Last week, I talked about investors who make the drastic change from stocks to bonds or cash based on the troubled market. In this week’s edition of the “From the Front Lines” mini-series, I wanted to expand on that by talking about the people I meet with [...]
From the Front Lines: Investors Selling Stocks in Favor of Fixed Accounts
Tweet As someone who deals with literally hundreds of clients a month, I am on the front lines when it comes to fielding concerns over investment performance. Here in the early parts of July, that means second quarter statements are going out. Statement time is always a busy time, but when you have a losing [...]
Price Drops Are Good for Young Investors in the Stock Market
Tweet This is a guest post by Rob Bennett, the author of Passion Saving; The Path the Plentiful Free Time and Soul-Satisfying Work. You can read more at the Passion Saving website. I’ve spoken to a good number of investors in their 20s and 30s who are concerned about the poor performance of U.S. stocks [...]
67 Year Old Advised by Accountant to Not Enroll in 401k – Should He Find a New Accountant?
Tweet I was working with an older gentleman who was going to be turning 68 later this year, and begin working next month, so he came to me with questions about enrolling in the 401k plan. He was curious as to what the contribution limits were, investment choices, and so on. So, I explained how [...]
Investing in the Stock Market Over the Past 10 Years: How Did Dollar-Cost Averaging Fare?
Tweet Over the past ten years, we’ve experienced a number of up and down periods in the market. We saw some explosive growth as the 1990s closed out only to see the markets pull back sharply for a few years. Then, things recovered and we saw another four year period of growth, followed by the [...]
How to Eliminate Mutual Fund Deadbeats from your Portfolio
Tweet This article is a guest post from G.E. Miller, author of the personal finance blog 20somethingfinance.com. If you like this post, head on over and subscribe to his feed. A reader’s request: Recently a reader, whom I shall refer to as ‘Steve’ requested that I take a look at his portfolio and tell him [...]
3 Effective Option Strategies to Soften The Blow in This Volatile Market
Tweet This is a guest post by Ciaran McKeever and he is a Certified Financial Planner that runs the Chance Favors blog. Chance Favors hopes to educate, encourage and empower those in their 30′s and 40′s to achieve financial independence. If you’ve been following the stock market then you know the last 2-3 months have [...]
I Blew $5,000 in Learning How Not To Invest
Tweet This is a guest post by Randy Peterman — a software developer, husband and father living in Colorado. He runs a quirky personal finance blog called “Watch My Money Maker.” In devastation I looked at my investment account – I had a remaining $13.28 cents in my trading account after selling out of yet [...]
Redefining Risk: Your Investments Aren’t as Risky as You Think
Tweet In the world of finance and investments, the discussion surrounding risk is everywhere. Stocks carry risk, borrowing money has risk, you risk losing your job or becoming disabled–risk is everywhere. But what does risk really mean? To find out, I spent the last week asking people that very question. These are regular people, most [...]
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 [...]
Current Market Conditions Encourage Bad Decisions – Don’t Make The Same Mistakes
Tweet My job has good and bad periods, and when the markets are up, everyone loves me and I hear nothing but good things. But at the same time, as soon as the markets begin to show some weakness, my phone is ringing constantly with worried investors. While you can occasionally talk some sense into [...]
Record Oil and Gas Prices Got You Down? Use This Opportunity Make Money
Tweet Without a doubt, the higher prices at the pump can really be felt in more ways than one. It not only directly costs more to fill up your tank, but the overall higher cost of oil and gas trickles down to increase the cost of almost everything we buy. These higher prices can even [...]
A Visual History of the Stock Market From 1996 – 2007
Tweet This article was published in November of 2007 With the current volatility in the market, it causes people to begin questioning their investments and wondering where we’re headed. In my profession, I have to work with uneasy clients daily, and it can be difficult to remind them that the stock market is constantly moving [...]
The Bright Side of the Declining Dollar
Tweet If you have paid any attention to the economy or financial markets over the past year, you’re probably aware of the fact that the U.S. dollar has been sinking relative to most foreign currencies. While the effects of the declining dollar can be felt here at home, it has a greater impact in the [...]
Use the Right Benchmark to Accurately Measure Investment Performance
Tweet One of the frequent mistakes I see when working with clients is that they don’t gauge their personal performance with the proper benchmark. I have people who have an intermediate portfolio with 50% bonds upset because they are lagging the S&P 500 by a couple percent, while others are invested heavily in international stocks, [...]
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