Search
woman with tablet-diversified index fund portfolio

8 Steps To Creating A Diversified Index Fund Investment Portfolio

The great part about structuring a diversified index fund DIY portfolio is that once it’s complete, it requires minimal attention. Annual rebalancing and updating prices, dividends and capital gains and you’re done managing your investments.  Take control of your investing today and eliminates financial worries of tomorrow.

Read More »
should i buy a rolex-picture of rolex

Should I Buy A Rolex? Pros and Cons

“Henceforth I ask not good fortune. I myself am good fortune.” Walt Whitman Walt Whitman would fit in well with the “simplicity-frugal movement” of today. And the famous Walden Pond, by Thoreau inspired me to appreciate the simplest pleasures in life. Both Whitman and Thoreau’s writing exude self possession, contentment, and the joy of living. This may sound a bit idealistic, but in the last reality, isn’t it really what most of us look for; wealth in life, not just money.

Read More »
Bitcoin ETF-Asian woman holding Ethereum coin

Should I Buy A Bitcoin ETF?

Find out if you should invest in a Bitcoin ETF or cryptocurrency. Learn the crypto investing basics, how to invest in ETFs for Bitcoin, blockchain and crypto-related assets. Learn if Bitcoin investing is for you, or not.

Read More »
Girl wondering-How to Choose Mutual Funds

How to Choose Mutual Funds? Reader Question

“I would like your opinion and advice on how I should allocate my investments and my daughter’s investments among mutual funds. Both our accounts are with Fidelity. I am 56 and plan to retire at 60. I have $400,000 in IRAs (Traditional and Roth). My daughter is 24 and has $65,000 in an individual acct and $50,000 in both Roth and rollover IRA. There are so many funds to choose from and I feel overwhelmed. Any suggestions would be helpful.”

Read More »