Risk Management Basics: Using a Stop Loss

Risk Management Basics: Using a Stop Loss

September 19, 2016September 19, 2016

Imagine entering a position where your upside potential is infinite while downside risk is limited. Well it exists in every stock using a Stop Loss Order. A Stop Loss Order is an open order to sell an..

Making Money in a Bear Market

Making Money in a Bear Market

September 12, 2016September 12, 2016

Anyone who follows the stock market can tell you that Friday was a tough day for investors. The Dow closed down more than 400 points and none of the other indexes fared much better. It was only a few ..

What are the Best Strategies for a New Investor?

What are the Best Strategies for a New Investor?

September 8, 2016September 8, 2016

It’s no secret that there is more volatility in the market now than there once was in the past, and much of this is due to the emergence of online brokers. The market can change dramatically from ye..

3 Ways to Pay Less in Investing Brokerage Fees

3 Ways to Pay Less in Investing Brokerage Fees

August 18, 2016August 18, 2016

Making investments through a broker can be expensive. This is true whether your broker sits across from you at a desk, or if you trade stocks through online brokerage firms. In some cases, their servi..

Vanguard vs Betterment, Different Services for Two Kinds of Investors

Vanguard vs Betterment, Different Services for Two Kinds of Investors

August 11, 2016August 11, 2016

Vanguard and Betterment are two of the industry’s leading brokerage solutions specifically designed for long term retirement investing. Vanguard has been around a lot longer, founded with the pu..

Why a Betterment Portfolio Beats Your Portfolio

Why a Betterment Portfolio Beats Your Portfolio

August 4, 2016August 4, 2016

Betterment is pretty cool. We’ve covered this retirement savings robo-broker many times, and we’ve talked about its strengths and weaknesses. For people who are looking for a more in-depth analysi..

Opportunity in Depressed Neighborhoods

Opportunity in Depressed Neighborhoods

July 27, 2016July 27, 2016

This July, RealtyTrac published a study report that analyzed the “best of the worst” neighborhoods across the country. Surprisingly, Columbus, Ohio’s 43206 zip code was ranked 19th on the list. ..

ETF Risks Uncovered

ETF Risks Uncovered

July 26, 2016July 26, 2016

If you haven’t noticed, the ETF market has EXPLODED over the last ten years. The Investment Company Institute estimates that over 5.2 million Americans now own ETFs. There are currently over 1400 th..

Personal Capital Review – Taking Finances To The Next Level

Personal Capital Review – Taking Finances To The Next Level

July 21, 2016July 21, 2016

Personal Capital in a Nutshell Personal Capital is an online platform and mobile app to help you understand your money and invest it more wisely. Personal Capital is really two services: 1) a Personal..

Betterment IRA: Everything You Need to Know

Betterment IRA: Everything You Need to Know

July 21, 2016July 21, 2016

Regardless of your age, it’s important to plan for your retirement, and the sooner you get started the less of a chance you will have of outliving your income. But in this day and age, it can seem l..

Bad News: You Will Absolutely Need to Save More to Retire Comfortably

Bad News: You Will Absolutely Need to Save More to Retire Comfortably

July 19, 2016July 19, 2016

Hello everyone, I hate to bring bad news, but there is something going on around you, something you may have missed until now, but it is something we absolutely can no longer overlook as responsible i..

How the Future Will Dramatically Change Your Retirement

How the Future Will Dramatically Change Your Retirement

July 16, 2016July 16, 2016

500 years ago it took a century for significant change to occur. Today, meaningful change can occur in months. It will be our ability to grasp these changes that will radically affect our lives for b..

Why Index Funds Might Be Worth Investing In

Why Index Funds Might Be Worth Investing In

July 15, 2016July 15, 2016

There are many choices when it comes to investing the money you’ve worked so hard to earn. Individual stocks such as Motley Fool stock picks, mutual funds, real estate investing and commodities inve..

Investing – One Gear in Your Financial Machine

Investing – One Gear in Your Financial Machine

July 5, 2016July 5, 2016

Recently I shared about the 7 Gears of Wealth and focused on the first gear; which is cash flow.  There is an old saying among investors that says, “Happiness is a positive cash flow”. The secon..

Gold Backed Bonds – Safest Corporate Debt Obligations to Invest In?

Gold Backed Bonds – Safest Corporate Debt Obligations to Invest In?

June 29, 2016June 29, 2016

Due to recent events, particularly the Brexit vote, corporate bonds have been taking a hit in the markets, and it does not seem as though it will slow down anytime soon. Since the referendum, junk bon..

How an IRA Can Supplement your Social Security Income

How an IRA Can Supplement your Social Security Income

June 23, 2016June 23, 2016

Using an IRA to supplement your Social Security can improve the quality of your retirement, but there are some things you have to be aware of. Having an IRA can affect your benefits, but it will not r..

Betterment Investing: How it Works in 2023

Betterment Investing: How it Works in 2023

June 9, 2016June 9, 2016

We all know that online investing isn’t a new thing, and many well-known trading companies use very clever (and sometimes humorous) marketing techniques to make people believe that they have a simpl..

How to Start Investing

How to Start Investing

May 25, 2016May 25, 2016

Do you have an interest in stock investing but are not sure where to start? Perhaps you’ve studied the stock market extensively and you’re ready to apply what you’ve learned. Regardless of where..

Five Socially Responsible ETFs for The Socially Conscious Investor

Five Socially Responsible ETFs for The Socially Conscious Investor

April 15, 2016April 15, 2016

According to a Pew Research Center survey 18% of US social media users have changed their profile picture to raise awareness or draw attention to an event or issue. Most of those that have changed the..

Taking the Long View for Bigger Returns

Taking the Long View for Bigger Returns

April 14, 2016April 14, 2016

A lot of people think of investing as a high-stakes game in which playing fast and loose and getting in and out at just the right moments are the keys to making the fabled big score. However, that run..

Is Betterment Good for the Hands-On Investor?

Is Betterment Good for the Hands-On Investor?

April 14, 2016April 14, 2016

Based in San Francisco, Betterment has everything built for the first-time investor. More than that, it caters to people who don’t have a lot to put into the market – at least, not in the beginnin..

Three Simple Ways the Average Investor Can Protect Their Portfolio

Three Simple Ways the Average Investor Can Protect Their Portfolio

April 5, 2016April 5, 2016

The stock market has certainly been less popular than back in the late 1990s. I remember the Dow Jones was making new highs almost every day and everyone was making double digit yearly gains.  People..

Fintech Tools for Investing Your Tax Refund

Fintech Tools for Investing Your Tax Refund

April 4, 2016April 4, 2016

It’s tax season again and for many people that means figuring out what to do with your refund check. Last year, the average refund was about $3,000, a decent chunk of change for a young professional..

Investing in an Aging Population

Investing in an Aging Population

April 1, 2016April 1, 2016

A report commissioned by the National Institute on Aging suggests that there are approximately 617 million people aged 65 and older in the world today. These individuals make up 8.5% of the world̵..