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Investing

How to Tell if You Have a Bad 401k Plan

Wondering if Your 401k Sucks? A Few Tips to Help You Spot a Bad Plan
CNN Money recently featured another piece by ‘The Mole’ that discusses what to do if you have a bad 401k plan, and this was followed up by J.D. at Get Rich Slowly with a few more tips. There is a lot […]

The Money Writers Portfolio Project: An Inside Look at My Portfolio and Performance This Year

This week The Money Writers are doing a little group project in highlighting and analyzing our investments. It is interesting to see how different the portfolios strategies being used stack up against each other. The participants and YTD results of this project are:

Brip Blap: -9.85%
Lazy Man: -7.22%
Million Dollar Journey: -1.35%
Money Smart Life: - a lot
My […]

From the Front Lines: Changing Your Risk Tolerance Based on a Bear Market

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 who suddenly […]

From the Front Lines: Investors Selling Stocks in Favor of Fixed Accounts

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 quarter, […]