What are the Best Strategies for a New Investor?
September 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
August 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
August 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
August 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..
What Are Penny Stocks and Are They Worth Your Time?
July 28, 2016
Penny Stocks – everybody’s heard of them, few have ever bought or sold them, and most people don’t quite know what they are. For the greenest of green investors, Penny Stocks may sound like ..
Betterment IRA: Everything You Need to Know
July 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..
How an IRA Can Supplement your Social Security Income
June 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
June 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..
Is Betterment Good for the Hands-On Investor?
April 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..
Investing in an Aging Population
April 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..
Short and Long End of the Capital Gains Stick
March 29, 2016
Are your investments making money? Have you been investing efficiently? Are you accumulating critical retirement assets? Are you achieving your ultimate financial goals? If you have answered yes to ..
Why Company Earnings Matter
February 8, 2016
If you have been following the Charisse Says series via Modest Money, you have learned how to take over a position of power over your money, why you need a financial advisor to grow your wealth, how t..
Top 5 Reasons to Invest with Betterment
February 4, 2016
Based in New York City, Betterment is a fairly new company that seems to cater to new investors. Their tools are not only designed for ease of use, but they can also help newbies to get a leg up in th..
How to Stay Calm in the Financial Storm
January 18, 2016
This year hasn’t delivered us a ton of good news so far via the markets. Stock Markets are down. China is down. Oil is down. Not the exactly the start to 2009 we were hoping for. Wait 2009? It’s 2..
Here’s one Asset Allocation that Billionaires Recommend
November 6, 2015
“This stock is hotBuy this right now!It’s going to go higher. ” Sound familiar? If you watch TV or read the news about the stock market that’s pretty much what journalists, “specialists” ..
So You Think You Know the Stock Market
October 29, 2015
By Charisse Conanan Johnson, CFA. Charisse is a T.V. personality, financial wellness expert, entrepreneur, writer, and speaker. Charisse is the creator of the Charisse Says Show. You can follower her ..
Invest Wisely
October 29, 2015
Excerpted from The Business of Family: How to Stay Rich for Generations by Linda Davis Taylor Though this is easier said than done, the numbers don’t lie. Over 30 years from 1983 to 2013, the St..
4 Killer Strategies You Need When Investing For Retirement
October 16, 2015
If you have researched investment options for retirement, you’ve certainly noticed the dozens of different strategies and ideologies touted by investment professionals. Too many confusing options an..
Managing Expectations for Investment Returns
October 15, 2015
Having reasonable expectations for investment returns can help investors cope with financial turmoil and prevent unnecessary risk. When Investment Returns Are Too Good to be True In China, the stress ..
Betterment: A Better Way to Manage a Trust Fund
July 17, 2015
Generally, when I think of people with trust funds, I think of elderly gentlemen smoking cigars and drinking chardonnay behind a desk made of mahogany in an office the size of a small apartment. Bette..
Betterment Continues to Revolutionize the Way Real People Invest
June 19, 2015
With more than half of Americans not investing in the stock market at all, it is little wonder that investment needs a revolution. People have a lot of reasons for not investing. Some people don’t u..
Thinking About Buying a Stock? Stop & Think About This First
April 27, 2015
I am a simple man, and I like Bank of America (BAC) this year. We all know interest rates have been low for a long time and we all know they are going to rise. It is only a matter of when. We al..
Rolling Over a 401(k) to an IRA
March 20, 2015
With 401(k) plans becoming less and less useful, many investors are looking for other options to grow their money such as by using Betterment. One of the main drawbacks of the modern 401(k) is it’s ..
The Best Books For New Investors
February 13, 2015
Your very first year as an investor is the most important. The decisions you make your first year of investing will determine a lot about how you will invest for the rest of your career. Make the righ..