Category Archives: Advanced Investing

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

Share it:
  • Facebook
  • Twitter
  • LinkedIn
  • StumbleUpon
  • Digg
  • Google Buzz
  • Yahoo! Buzz
  • Reddit
  • Posterous
  • email
  • Blogosphere
  • Live
  • Netvibes
  • Orkut
  • RSS
  • Technorati
  • Tumblr
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

Share it:
  • Facebook
  • Twitter
  • LinkedIn
  • StumbleUpon
  • Digg
  • Google Buzz
  • Yahoo! Buzz
  • Reddit
  • Posterous
  • email
  • Blogosphere
  • Live
  • Netvibes
  • Orkut
  • RSS
  • Technorati
  • Tumblr
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

Share it:
  • Facebook
  • Twitter
  • LinkedIn
  • StumbleUpon
  • Digg
  • Google Buzz
  • Yahoo! Buzz
  • Reddit
  • Posterous
  • email
  • Blogosphere
  • Live
  • Netvibes
  • Orkut
  • RSS
  • Technorati
  • Tumblr
Posted in Advanced Investing, Communicator, Retirement Planning | Tagged , , , , , | Leave a comment

A Bear Market is Your Friend

Tweet A friend of mine posted this comment on Facebook last week “Yeah!  The market is up 345 points! Finally it is going in the right direction.”  Well, I was NOT happy at all to hear this news.  You see, … Continue reading

Share it:
  • Facebook
  • Twitter
  • LinkedIn
  • StumbleUpon
  • Digg
  • Google Buzz
  • Yahoo! Buzz
  • Reddit
  • Posterous
  • email
  • Blogosphere
  • Live
  • Netvibes
  • Orkut
  • RSS
  • Technorati
  • Tumblr
Posted in Advanced Investing, Money Diva | Tagged , , , , , | Leave a comment

3 Smart (and Not So Smart) Tax Decisions by Retirees

Tweet In my blog last week, I talked about how looking at the future of tax policy may be an interesting hobby (especially if you’re a geek like me!), but that it really isn’t all that useful in the present.  But, … Continue reading

Share it:
  • Facebook
  • Twitter
  • LinkedIn
  • StumbleUpon
  • Digg
  • Google Buzz
  • Yahoo! Buzz
  • Reddit
  • Posterous
  • email
  • Blogosphere
  • Live
  • Netvibes
  • Orkut
  • RSS
  • Technorati
  • Tumblr
Posted in Advanced Investing, Communicator | Tagged , , , , , | Leave a comment

Make Your Nest Egg Last as Long as You Do

Tweet Once you’ve saved and invested for financial independence, the final step will be figuring out how to turn that nest egg into an income stream that will last as long as you do. With people living longer and longer, … Continue reading

Share it:
  • Facebook
  • Twitter
  • LinkedIn
  • StumbleUpon
  • Digg
  • Google Buzz
  • Yahoo! Buzz
  • Reddit
  • Posterous
  • email
  • Blogosphere
  • Live
  • Netvibes
  • Orkut
  • RSS
  • Technorati
  • Tumblr
Posted in Advanced Investing, The Maverick | Tagged , , , , , | 2 Comments

Searching for the “Holy Grail” of Mutual Funds: Less Risk and Higher Returns

Tweet In the last few blog posts, we discussed the danger of the “greed, hope, and fear cycle” (in which people tend to earn below average returns by buying high and selling low) and some ways to overcome it by … Continue reading

Share it:
  • Facebook
  • Twitter
  • LinkedIn
  • StumbleUpon
  • Digg
  • Google Buzz
  • Yahoo! Buzz
  • Reddit
  • Posterous
  • email
  • Blogosphere
  • Live
  • Netvibes
  • Orkut
  • RSS
  • Technorati
  • Tumblr
Posted in Advanced Investing, The Maverick | Tagged , , , , , | 2 Comments

Taking Stock of Options and Awards

Tweet I recently spoke to a freshly minted MBA graduate who was so thrilled to have had landed her first job in this tough job market, but her icing on the cake was a sign-on bonus equal to ½ of … Continue reading

Share it:
  • Facebook
  • Twitter
  • LinkedIn
  • StumbleUpon
  • Digg
  • Google Buzz
  • Yahoo! Buzz
  • Reddit
  • Posterous
  • email
  • Blogosphere
  • Live
  • Netvibes
  • Orkut
  • RSS
  • Technorati
  • Tumblr
Posted in Advanced Investing, Employee Benefits, H.R. Guru, Workplace Financial Education | Tagged , , , , , , | Leave a comment

The Investment Strategy That Actually Made Money in 2008

Tweet Last week, I wrote about some common ways to diversify your investments and make sure you don’t get caught up following the herd into the vicious “greed, hope, and fear” cycle that can lead to buying high and selling … Continue reading

Share it:
  • Facebook
  • Twitter
  • LinkedIn
  • StumbleUpon
  • Digg
  • Google Buzz
  • Yahoo! Buzz
  • Reddit
  • Posterous
  • email
  • Blogosphere
  • Live
  • Netvibes
  • Orkut
  • RSS
  • Technorati
  • Tumblr
Posted in Advanced Investing, The Maverick | Tagged , , , , , , | Leave a comment

Simple Strategies for Investment Success

Tweet Last week, I shared some pretty sobering numbers about how little the average investor has actually been earning in the stock market over the last 20 years. This is largely because investors tend to jump in and out of … Continue reading

Share it:
  • Facebook
  • Twitter
  • LinkedIn
  • StumbleUpon
  • Digg
  • Google Buzz
  • Yahoo! Buzz
  • Reddit
  • Posterous
  • email
  • Blogosphere
  • Live
  • Netvibes
  • Orkut
  • RSS
  • Technorati
  • Tumblr
Posted in Advanced Investing, The Maverick | Tagged , , , , , , | Leave a comment