Stocks | Barbara Friedberg Personal Finance

Category Archives: stocks

HOW LONG UNTIL I’M WEALTHY?

Written on June 3, 2011 by Barb in asset allocation, automatic saving, bond, investing, stocks, wealth

Barbara Friedberg Personal Financeteaches WEALTH BUILDING SKILLS. Pay attention, be patient, don’t overspend on stuff that doesn’t last; save, invest, and you can become rich. Take action to hit your wealth target.

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IS MY INVESTMENT PORTFOLIO OVERVALUED?

Written on May 13, 2011 by Barb in advanced, asset allocation, investing, mutual funds, stocks

I’m not the only one unsure of the market valuations.

The Yale academic, Robert Shiller, and creator of the 10 year (trailing) Shiller PE is at odds with the market strategist, David Bianco. In the Wall Street Journal article, Is the Market Overvalued?, by E.S. Browning. Shiller believes the market is overvalued and Bianco disagrees.

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3 REASONS TO CHOOSE INDEX FUNDS FOR YOUR INVESTMENT PORTFOLIO

Written on April 11, 2011 by Barb in investing, stocks

Have you ever been presented with a list of mutual funds and been struck with total confusion? Maybe it occurred when you started a new job and the human resources representative presented you with the abundant investment choices for the company’s retirement account. Or maybe you visited an investment company website like Vanguard or Charles Schwab determined to start investing and found yourself overwhelmed.

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HOW TO BEGIN INVESTING WITH $100

Written on April 6, 2011 by Barb in investing, mutual funds, stocks

“(Saving) $50 a week for 52 weeks is $2,600, but it still wouldn’t meet the $3,000 minimum initial investment for the Vanguard Total Stock Market Index Fund.”

As a longtime cheerleader of Vanguad low cost Index funds, I WAS TROUBLED BY THAT COMMENT. I immediately called up Vanguard to confirm John’s comment. To my dismay, he is correct, not even with a commitment to automatic monthly contributions can you get around the $3,000 minimum initial investment. That’s way too high!

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MBA Class; Use Net Present Value to Make Investment Decisions

Written on February 26, 2011 by Barb in asset allocation, bond, investing, mutual funds, stocks

I’m in the midst of teaching a Corporate Finance class for MBA students at a local university. Some of the concepts, although rather complicated, have important real world applicability. One of those uber-important concepts is, NET PRESENT VALUE (NPV). It is a method to put a dollar amount on future cash payments. It’s great if you win the lottery and want to determine whether to choose the lump sum payment or monthly option. Or what if you or your folks want to determine the present value of their monthly social security or annuity checks.

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Six Dangerous Investing Myths

Written on February 23, 2011 by Barb in asset allocation, bond, guest post, investing, stocks

Buy and hold versus valuation informed indexing. Get a peak into a novel take on the traditional indexing approach. What do you think?

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IS IT TIME TO SELL?

Written on February 5, 2011 by Barb in asset allocation, investing, stocks

There is HARD EVIDENCE that jumping in and out of the market is deleterious to your returns.

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AN INVESTING STORY, WITH A BIG LESSON

Written on January 29, 2011 by Barb in asset allocation, bond, competition, investing, mutual funds, stocks

In investing, large gains and large losses go with the territory. Rarely do you know which investments will outperform and which ones will underperform.

So, don’t judge your investing performance too frequently, either the good or the bad performers.

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MBA CLASS 2011; Risk vs. Reward

Written on January 10, 2011 by Barb in investing, parents, stocks

NO ONE IS UNHAPPY IF THEY MAKE MORE MONEY ON AN INVESTMENT THAN PLANNED!

So the risk is really that your investment will be worth less in the future than when you started. In fact, if you have invested at all, then you already know that sometimes the value of your investment holdings GO DOWN as well as UP.

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HELP, I’M CONFUSED ABOUT INVESTING, WHAT SHOULD I DO?

Written on December 27, 2010 by Barb in bond, investing, stocks

This is my first time checking out your site (very interesting). I am so confused on what to believe or even how to evaluate my portfolio. With the international stuff going on, BP oil spill, government legislation, mid-term election quickly approaching. I don’t know what to do. Should I strap in, hold tight and hang on for the wild ride or change my strategy?

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