Strategies & tactics to get ahead financially & in life
Investing in the stock market can be intimidating. If you’ve stuck with mutual funds, you’ve never had to wade into all the different ways to buy and sell shares of stock. There IS a wrong way to do it and today I hope I can show you the different types of stock orders and which […]
Did you hear the news? The world of robo-advisors might have a new entrant and it’s a huge one – Vanguard. Investment News reported seeing an SEC filing by Vanguard Advisors. While Vanguard hasn’t rolled this out for real, the filing gives you an idea of what they expect to roll out once they are […]
My friend Stefanie O’Connell recently got married. People get married all the time. The reason I’m telling you about Stefanie is that she did something very few people do – she returned her engagement ring. (but, obviously, accepted the proposal) Why? Well, her post goes into great detail on why but it comes down to […]
FinCon is one of the best conferences I’ve ever been to. If you are in financial media, you need to find your way to FinCon. Before I get into my FinCon wrap up post, I want to thank PT, Nick, Jessica, Justin, Jay, Susan, Libby, and the rest of the FinCon staff and volunteers for […]
I love credit cards and how aggressively they compete with one another for our business. If you aren’t carrying any credit card debt and have a pretty good credit score, you can be taking advantage of the cut-throat competition and researching a credit card that will reward you for your business. Your mix of optimal […]
As someone who grew up financially comfortable but not wealthy, studying and earning money was always on my mind. We were a frugal family because everything we saved went towards flights back to Taiwan to see the rest of the family. We always had food on the table and as a kid, I never worried […]
Occam’s Razor is the idea that the simpler solution is more likely to be correct than complex solutions. In investing, Occam’s Razor is right. Simple is better. And in this case, simple means a handful of passively managed index funds. Over the long run, index investing has beaten actively managed funds as well as hedge […]
Thinking about opening a bank account with Citibank and want to know what their best promotional offers are? You are in the right place! As banks compete with one another for your business, a lot of them are turning towards cash bonuses. Considering how complicated our finances are, changing banks is not easy. You have […]
Planning for retirement can be tricky for a variety of reasons. If you’re like me, you don’t know what your life will be in 10 years, let alone 40 years. You want to save but you aren’t sure how much… so you turn to retirement planning tools. But when you use retirement planning tools, they […]
You know how they say a car loses a third of its value the moment you drive it off the lot? Whether it’s at third, a quarter, or a tenth – the point is a used car can offer you tremendous savings over a brand new car. The first few cars I owned were used. […]