Financial Advice

Tired of always thinking about bills and expenses? Tired of always running out of money? It’s time for you to change your financial life for the better and Modest Money is here to give you great financial advice. Check these posts out now.

  • How Lifelock Can Protect Your Identity

How LifeLock Can Protect Your Identity

By |March 9th, 2016|

LifeLock has been around for a long time, and I’m sure that everyone has seen their commercials on TV at least once. In a time that has become increasingly dependent on technology, it leaves people more susceptible to identity theft. Everything from fraudulent credit card charges to people applying for loans in your name […]

  • Small Investment Blogger Team Revolutionize Online Stock Market Investing

Modest Money Revolutionize Online Stock Market Investing With New Free Stock Quote Resource

By |March 4th, 2016|

The Modest Money team recently rocked the online investment community with an innovative, free stock quote resource that will save investors time while increasing investment profits.

Normally when people research stock quotes online they’re stuck using tools from massive companies such as Google and Yahoo. While such companies provide some useful, general information, it definitely […]

  • A Detailed Look at Common Lending Club Complaints

A Detailed Look at Common Lending Club Complaints

By |February 27th, 2016|

Lending Club is one of the first companies to offer peer-to-peer lending services to both individuals and small businesses. It started out as one of the first apps on Facebook, and it has grown considerably since then. As a public company, it has staked its claim in the peer-to-peer lending game. And while this […]

  • Computer Lovin'

Computer Lovin’

By |February 26th, 2016|

After following the Charisse Says series on Modest Money, you are now equipped with the tools you need to start investing. But what if you don’t want to pay the high fees of a financial advisor or broker that typically come with investing?  In that case you should be using automated investing or “Robo […]

  • Jump On It: Mutual Funds and Exchange Traded Funds

Jump On It: Mutual Funds and Exchange Traded Funds

By |February 24th, 2016|

Do you know the difference between mutual funds and Exchange Traded Funds (or ETFs)? If not, this next video in the Charisse Says series on Modest Money is for you. In the video, “Jump On It: Mutual Funds and ETFs”, I explain the basics of mutual funds and ETFs and why they are an […]

  • The Secret IRA Your Advisor Doesn't Know About

The Secret IRA Your Advisor Doesn’t Know About

By |February 18th, 2016|

Most investors mistakenly believe they have a “self-directed IRA” when in fact they really have a multiple choice IRA.  You may self-direct your account as long as you buy stocks, mutual funds, or bonds inside of the plan administrator’s approved plan.  You may have hundreds and even thousands of choices of where to put […]

  • Trading Secrets Revealed

Trading Secrets Revealed

By |February 12th, 2016|

In the last video in the Charisse Says series via Modest Money, “Why Company Earnings Matter”, I discussed why you should pay attention to company earnings when you are investing money and what this information tells you about the company’s stock value. Now that you have got that down, I want to talk about […]

  • How Important is Long-Term Care Insurance for Retirees?

How Important is Long-Term Care Insurance for Retirees?

By |February 4th, 2016|

Those who are about to retire know and worry about the fact that at some point, they will need medical care, probably for an extended period. This could be in the form of home-based care or being cared for at a medical center, but either way, the expenses associated with medical and health care […]

  • Why You Should Date Your Financial Advisor

Why You Should Date Your Financial Advisor

By |January 30th, 2016|

In my last post, “Demystifying Financial Advisors”, I talked about why it is a good idea to get a financial advisor, what types of advisors are available to you, and how much they cost. In the next video in the series, I discuss how you can find the right financial advisor for you and […]

  • Demystifying Financial Advisors

Demystifying Financial Advisors

By |January 22nd, 2016|

When I was working at JPMorgan Asset Management several years ago, I once ran into LL Cool J in the elevator. He was at the bank because he was one of our clients. Running into a celebrity at my job had me on cloud 9 for about a month (and what female wouldn’t be […]