Category Archives: Advanced Investing

Yes, Bonds Are a Lousy Investment Right Now

For these reasons, I don’t invest in bonds (except for some bonds in a couple of my mutual funds that are expected by the fund managers to have “equity-like returns”). Continue reading

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Posted in Advanced Investing, The Maverick | Tagged , , , , , | Leave a comment

Could Asset Location Make Your Investments More Tax Efficient?

There is some debate in the financial community about the best accounts to hold various investment types, but I’ll share my opinions on the topic. Continue reading

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Posted in Advanced Investing | Tagged , , , , , | Leave a comment

How to Invest for Income When Rates Are Rising

One of the biggest challenges facing current and future retirees is shifting from investing for growth to investing for income. Continue reading

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Posted in Advanced Investing, The Maverick | Tagged , , , , , | Leave a comment

Should You Invest in a “Motif?”

A site like Motif Investing can make sense for two types of people. Continue reading

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Posted in Advanced Investing | Tagged , , , , , | Leave a comment

Have You Outgrown Your Mutual Funds?

Tweet When it comes to investing, many of us stick to mutual funds. After all, they’re generally the only option in employer retirement plans (except perhaps for company stock) and financial advisers like to sell funds because they’re relatively easy … Continue reading

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Posted in Advanced Investing, The Maverick | Tagged , , , , , | Leave a comment

All in the Family: Intra-Family Loans

Tweet The current low level of interest rates can be either a bane or a boon, depending on your perspective. If you are in the market to borrow for a major financial purchase or investment and have decent credit, the … Continue reading

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Posted in Advanced Investing, Guest Bloggers | Tagged , , , , , | Leave a comment

A “Must Do” If You Hold Company Stock in Your 401(k)

Tweet The bottom line is employees must love the companies they work for.  It’s not that they wear the company t-shirt and logo hats and drink out of their insulated mugs. That isn’t how I can tell.  It’s in their … Continue reading

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Posted in Advanced Investing, Money Diva | Tagged , , , , , | Leave a comment

When Enough is Enough

Tweet After my stepfather passed away, my mom started working with a local bank to manage her investments.  At the time, I was living in California and it was difficult for me to help her with investment decisions.  Plus, I … Continue reading

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Posted in Advanced Investing, Rebel | Tagged , , , , , , | Leave a comment

How to Turn Your Investment Lemons Into Lemonade in the Next Two Days

Tweet We usually wait until April 15th to worry about taxes, but the time to do something about them is mostly well before that. Some examples include contributing to your employer’s retirement plan and flexible spending accounts. But there is … Continue reading

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Posted in Advanced Investing, Money Saving Ideas, The Maverick | Tagged , , , , , , , | Leave a comment

The Truth About Target Date Funds

Tweet I read this article on Bankrate.com about investors’ belief that target date funds come with a guarantee of a sufficient retirement income. The statistics are a little bit startling (51 percent — of people investing their retirement savings in … Continue reading

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Posted in Advanced Investing, Communicator, Retirement Planning | Tagged , , , , , | Leave a comment