I’ve been managing investments for decades! From asking my cousin how to invest, to researching and picking stocks on my own to becoming a professional investment portfolio manager, I’ve searched for the perfect investment management strategy. Newsflash – There isn’t a perfect investment strategy. But, there just might be near-perfect investing platforms. Robo-Advisors Have Revolutionized Investing Robo-advisors might be the next best thing to flawless investment management. I’ve become enamored with robo-advisors, or automated investment managers. These computer driven investment managers charge lower fees than human financial advisors and offer sound investing strategies. In fact, several years ago, I...
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Do a Premortem to Avoid the ‘Buy High – Sell Low’ Problem We’ve all heard the old adage: Buy low – sell high But how many investors actually follow this ‘best investing practice’? Are you guilty of this big investing mistake? Turns out, there are reams of data about how investors consistently make this big investing mistake; buy high and sell low. You’ll learn about how this happens, and how to counteract this losing investing strategy. Over decades of investing, I’ve seen this investing mistake replayed over and over again. Specifically, the market dives-investors panic and sell. Then, the market...
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Opportunity Zone Fund Investing – Pros and Cons There are few things worse than earning a great deal of money in some sort of financial victory—a successful business, a jump in the stock market, or a profitable real estate deal—only to realize that a large chunk of your hard-earned money is going to be taken for capital gains taxes. Talk about a bummer. Financially-savvy investors will be on the lookout for ways to save money in taxes after large gains, and the Tax Cuts and Jobs Act of 2017 has given these investors a way to both save money...
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The world of personal finance is so rich (pun absolutely intended): from retirement advice to side hustles, and robo-advisors to the stock market, personal finance bloggers have something for everyone at any stage of their financial journey. This post roundup features many different viewpoints from the personal finance community. FIRE (Financial Independence Retire Early) is one of the current movements in the personal finance world. Everyone wants to know how they can liberate themselves from the 9-5 while still making ends meet. But is that a move everyone can make? Our first article argues that it might be more...
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Blooom Makes Retirement Plan Investing Easy If you’re like most workers, you understand your job just fine, but your retirement account is another matter. With all the various fund choices, how to manage your retirement account seems a bit confusing. Blooom was designed to oversee your precious workplace retirement investment account to earn more money for you. I had my retirement account analyzed in minutes, for free and you can too. Just click below. Blooom Retirement Account Management Is for the Regular Investor If you’re like the 99% of all investors, you’re seeking: Simple 401(k), 403(b) or TSP account...
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John, a loyal reader wants to know how to choose mutual funds. How to Choose Mutual Funds “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.” Too Much Fund...
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