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MBA SERIES (part 1); RISK VERSUS REWARD

Written on July 1, 2011 by Barb in investing, stocks

In investing, the greater the potential reward, the greater the risk. Common stocks have the potential to offer high returns in the long term. In the short term their values move up and down so much that it is impossible to predict whether your return will be positive or negative.

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IS A 7% FUTURE LONG TERM RETURN ACHIEVABLE?

Written on June 22, 2011 by Barb in asset allocation, bond, investing, stocks

I like how you broke down the stocks and bonds percentages. Do you really think we can expect an average return of over 7% over the next 30 years? My husband and I were just discussing how savings rates are so low and have been for 10 years.

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TOP INVESTING & PERSONAL FINANCE WEBSITES (excluding blogs)

Written on April 22, 2011 by Barb in advanced, bond, investing, personal finance

“Access to information is great; access to too much information is overwhelming!” Barb Friedberg

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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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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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The Friedberg Family Portfolio-Revisited

Written on December 13, 2010 by Barb in asset allocation, bond, investing, money management, mutual funds, stocks

El Carino and I are within ten to fifteen years of retirement. Although I don’t know whether we want to retire at that time, I’m certain we would like the OPTION TO RETIRE. I am presently focused on captial preservation and modest growth.

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A Sneak Peak; Inside Barbara Friedberg’s Personal Portfolio-Part 3

Written on September 14, 2010 by Barb in asset allocation, bond, investing, mutual funds, stocks

The Friedberg Family Portfolio Today (For informational purposes only) “Of course. I favor passive investing for most investors, because markets are amazingly successful devices for incorporating information into stock prices.” Merton Miller I love it when an economist espouses my opinion! Short and sweet; this quote is the premise of the Friedberg personal portfolio. In…

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A Sneak Peak; Inside Barbara Friedberg’s Personal Portfolio-Part 2

Written on September 9, 2010 by Barb in bond, investing, mutual funds, saving, stocks, Yakezie

In the first article of this series, I talked about my investing FEARS. As I continued to invest, my interest and confidence in investing grew. I took advantage of the opportunity to contribute to the 403(B) retirement account, through my job as a Career Counselor & Student Employment Administrator.

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GET RICH WHILE YOU SLEEP WITH THE MAGIC OF COMPOUNDING

Written on July 28, 2010 by Barb in automatic saving, investing, mutual funds, saving, stocks

“Everyone has the brainpower to follow the stock market. If you made it through fifth-grade math, you can do it.”
Peter Lynch

One of the greatest investors of our time attests to the simplicity of investing in the stock market. Read this post and find out why. Following is the “Cliff Notes” version of why you need to put part of your long term investment dollars in the stock market.

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