Category Archives: Advanced Investing

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

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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

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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

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

You Have HOW MUCH of Your 401(k) in Company Stock?

Tweet With the recent roller coaster ride of the stock market, many employees have taken a closer look at their asset allocation within their retirement plans, and to the surprise of many, they find their investment strategy is way off … Continue reading

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Posted in Advanced Investing, Employee Benefits, H.R. Guru, Retirement Planning, Workplace Financial Education | Tagged , , , , , | 1 Comment

You’re Fired: The (Financial Advisor) Apprentice

Tweet I’m not a big fan of reality TV shows, but I have to admit that I enjoy watching The Apprentice.  What I think I enjoy most about the show is the no-nonsense way Donald Trump approaches the decision of … Continue reading

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

What Should I Consider for My Bond Funds if Interest Rates Rise?

Tweet A question I seem to be getting lately is how I can hedge my bond investments against a rise in interest rates.  For most investors, a diversified portfolio will hold either individual bonds or more often than not, bond … Continue reading

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

Should I Consider ETFs in My Portfolio?

Part 1

Tweet Lately in my live workshops I have been getting these two questions, “What are ETFs?” and “Should I consider them for added diversification?”  These are good questions and tell me more people are educating themselves about different financial instruments … Continue reading

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Posted in Advanced Investing, Trainer | Tagged , , , , , | 2 Comments

Dividends Aren’t Enough

Tweet Dividends are a beautiful thing.  Last week I wrote about my mother-in-law’s bond fund that paid her a steady stream of dividends over the years – twenty five years to be exact.  Every month, the dividend came like clockwork … Continue reading

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

I Just Bought My First Investment Property, What Should I Watch Out For?

Tweet Well this blog closes out my “series” on investment property and I find it fitting that I share some of the frustrations, missteps as well as some of the successes we have encountered in our first investment deal.  Now … Continue reading

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