As long as there’s been money, there have been folks scheming up ways to steal it. And throughout history, these folks have been celebrated. Everyone loves an exciting story and nothing is more exciting than a bank robbery! You have the most famous ones, the bank robbers, and the likes of Bonnie and Clyde, Billy […]
When I was younger, I was taught that the key to financial freedom was saving as much money as you could.
While true, it's not the whole story. Saving can only get you so far - you need to invest prudently too.
One of the fascinating parts about the stock market is that practically everyone with an opinion about it is, more or less, right. Is it a good way to build wealth? Yes. Can it ruin fortunes? Also, yes. Is it a Ponzi scheme? Kind of, in the sense that part of the reason it keeps […]
When it comes to Vanguard, it’s no secret I’m a fan. One of my first brokerage accounts was with Vanguard, back in 1998, and I could thank my dad for telling me about them (and the Roth IRA!). So when I say I’ve been a long-time Vanguard investor, I mean it. And as someone who […]
99% of the time, I say yes. Before I started working for myself, I had two previous jobs. In both cases, I rolled over my 401(k) into a Rollover IRA at Vanguard. I did this because Vanguard offered better and cheaper investment options compared to my previous employers’ plans. Vanguard doesn’t charge annual maintenance or […]
Have you ever wanted to look at all of your investment portfolios in one place and see if you’re making the right decisions? If you have all of your holdings in one brokerage, it’s not too difficult. If you have several, as many people do, it can be a little more complicated. And it’s not […]
Do you remember when Robinhood was founded? It was April 2013 and the idea of a smartphone app only brokerage with free trades blew everyone’s mind. How were they going to make money? How soon until they went under? Fast forward six-plus years and not only is Robinhood still around but they’ve changed the industry. […]
When it comes to investing, most of my money is in a Vanguard fund or ETF. It’s not nearly as simple as a three-fund portfolio but it’s pretty close. However, there is a little piece of it in some stocks because we all need to live a little. To scratch that stock picking itch in […]
Years ago, brokers used “free stock trades” was a sexy promotional offer for new accounts. Open a new account at E*Trade, deposit at least $10,000, and you would get 500 commission-free trades for sixty days. Deposit some more and get cash. It was a pretty standard new brokerage account promotional offer. Today, led by companies […]
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 […]