While index funds and EFTs are great for the bulk of your investments, what if you want something more out of your portfolio? You can certainly invest in actively managed mutual funds. But those often come with high load fees and there aren’t many that have a long track record of outperforming the market. So […]
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.
With all the volatility going on in the financial markets right now, I pulled a show from the archives with specific investing advice. The show originally aired at the end of 2018 when the markets were also going through a turbulent time. No matter whether you’re not sure if you’re managing your retirement account the […]
Sometimes the best returns come from unusual places. One that most savers and investors likely don’t know about are royalties. That’s not surprising, given that royalties are true alternative investments. Unless you work in an industry where royalties are common, you’re probably not remotely aware of the income potential they present. Royalties can provide a […]
Saving money in your company’s retirement plan is one of the easiest ways to invest in your future. The money automatically comes out of your paycheck and is invested on a regular basis. Some people even have the benefit of an employer match that can help them max out a 401(k)’s potential. But did you […]
Do you want to invest in real estate but you’re not entirely sold on the idea of real estate investment trusts (REITs)? If so, you may want to take a close look at CrowdStreet. CrowdStreet is part of a new and fast-growing class of real estate investing vehicles, often referred to as real estate crowdfunding, […]
The world is full of robo-advisors created to help people invest responsibly and affordably. The premise behind the robo-advisor is to provide automated, algorithm-based investing to help investors get investing assistance. The benefit is that robo-advisors typically charge a fraction of what a human investment advisor charges. Ellevest is a newish robo-advisory service, and it […]
Everyone knows they should be getting life insurance. But more than anything else, the biggest question is how much life insurance do I need? Unfortunately, there’s no quick or easy answer to that question, at least not if you want a reliable number – because everyone has different needs. But to help you determine how […]
Ratings are everywhere but when it comes investments, none have the cachet and history of Morningstar ratings. Go to any mutual fund and chances are, if they have a good rating, they will tell you what their Morningstar rating is! For example, Thrivent lists Morningstar ratings of their funds on the Fund Details page for […]
A few years ago*, I purchased (invested in?) a few Series I Savings Bonds. It wasn’t a significant sum but I wanted to see what it was like. Series I Savings Bonds are inflation-adjusted savings bonds that have a fixed interest rate and an inflation rate that is adjusted twice a year, in May and […]
If you’ve been looking to roll over your 401(k) into a Rollover IRA, it’s one of the best times to take advantage of stock brokerage promotions. Stockbrokers offer promotions that can get into the thousands of dollars because they know you can bring thousands of dollars to your new account. They are always looking for […]