Archive for the Invest Category

Yesterday’s blog referred to an article about some great investment books for those that want to become more engaged in their investing; more and more people today are doing their own investing, or at the least becoming more informed so that they are partnering with investment professionals in the investment process. Today I want to… Read More »

I stumbled upon this blog article about the Best Investment Book Recommendations. These books look to be great reads for those who want to be engaged in the investment process, whether doing it themselves or having a professional help them. Financial planning is more of a partnership today, with clients becoming more educated about financial matters…. Read More »

Author, speaker and friend Mary Hunt of Debt Proof Living asked me recently to write an article about Credit Default Swaps, and I thought that was a great idea, and while I was at it, I thought I’d expand the subject to address complex investments in general. The simple answer to this question posed, is yes… Read More »

Have you always worked for the same company? Most people answer no to this question. In fact, people change jobs much more frequently today than in previous generations. There are a whole host of reasons, from corporate downsizing to finding a better opportunity. Perhaps you have an employer-sponsored retirement plan with one or several previous… Read More »

Many people these days are encouraged to become more knowledgable about financial matters, but often come across financial terms that are a mystery. This can be discouraging and confusing. The financial world, like everything else, has its own vocabulary. If you want to know about a hedge fund, ETF, or nearly anything else financial, just go to the… Read More »

From time to time I am asked if there are investment secrets that only the wealthy know about? When I walk through bookstores, I see titles of books that make me think so. Everyone wants to think there are short cuts, or secret ways to instant success or dramatic investment returns. I think that since we… Read More »

Morningstar Inc. known as a leader in providing mutual fund analysis for the investment community and consumers, recently introduced a new system. The well know star ratings of providing 1- 5 stars based upon mutual fund’s past performance, has been helpful to some people at evaluating mutual fund choices.  Past performance is often no indication of future performance, but merely… Read More »

Recently a small group leader of our current Dave Ramsey Financial Peace University Class asked me: “I have been getting some questions in my group and I have been wondering myself, Dave is a big supporter of mutual funds for savings and I agree I have some myself; however, with interest rates being what they are, is… Read More »