All Entries in the "Investing" Category
Think Twice Before Doing a Roth IRA Conversion if You Are Using Account Assets to Pay the Taxes Due
Using Roth Assets to Pay Tax Liability May Eliminate Conversion Benefits Everyone loves the Roth IRA. If you read any personal finance blog, website, or listen to any financial guru they will rave about how the Roth IRA is the best thing since sliced bread. What makes this investment vehicle even better is that starting [...]
Avoid Fund Overlap to Achieve True Diversification in Your Portfolio
Identify and Eliminate Overlap for Real Diversification So, you’ve got a nice portfolio with a handful of index funds that include a good mix of growth, value, and various market caps. You’re diversified quite well, right? Not so fast. If you’re like most investors, even though you have a number of funds that you’re invested [...]
Asset Allocation is Important But There Are More Things to Consider When Investing
Investing can be as simple or complex as you want to make it. With literally thousands of funds to choose from and countless individual stocks it’s easy to see how choosing the investments for your portfolio can be a daunting task. On the other end of the spectrum it can be incredibly easy. With the [...]
Get 20 Free Stock Trades With Zecco – Special Promotion Ends September 13
Zecco is Offering 20 Free Trades You may know that I tend to focus on long-term investing through index funds and ETFs, but I also like to do a little trading on the side. For obvious reasons, any trading is done with non-essential assets and won’t negatively impact my retirement if I make a few [...]
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