Save, Invest, Build Wealth

Mutual Funds

Investing for Women – The Best Personal Investment Strategy

Investing for Women – The Best Personal Investment Strategy

By in Investing, Mutual Funds, Retirement, Saving | 22 comments

Invest Like a Woman and Become a Millionaire by Investing With my experience as a multi-decade investor, former professional portfolio manager and university investments instructor, I will reveal easy to implement strategies to build wealth for women (and men too). Research by Prudential found that women worry more about risk than men. I get it, despite investing for decades, I’m scared of risk too. Women report that they lack confidence in finances too. Even though in multiple studies, women are more successful investors than men. Women, investing is so simple, once you learn the basics, you’ll wonder why you...

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Mutual Funds vs Exchange Traded Funds – Which One’s For You?

Mutual Funds vs Exchange Traded Funds – Which One’s For You?

By in Bond, Guest Post, Investing, Mutual Funds, Stocks | 0 comments

The Definitive Guide to Mutual Funds vs. Exchange Traded Funds (ETFs) By, Soumyadipta Basu Investors, you hear the terms mutual funds and exchange traded funds bandied about, but what do they mean, and what are their similarities and differences? Before comparing the two different kinds of funds lets first understand the fundamentals of mutual funds and exchange-traded funds and then you can figure out which one (or both) are best for you. Exchange Traded Funds vs. Mutual Funds Features Exchange-traded Funds Mutual Funds Trading ETFs are like stocks, they are actively traded and continuously priced throughout the trading day. Investors can...

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Buy and Hold – The Best Way to Succeed With Investing

Buy and Hold – The Best Way to Succeed With Investing

By in Asset Allocation, Investing, Money Management, Mutual Funds, Stocks | 0 comments

Buy and Hold Investment Advice for Volatile Markets Get ready, I’m going to reveal the biggest investing secret. And it’s not a bunch of hooey, but based on research by Dalbar, a top investment research firm, findings from Standard and Poor’s research and other investment performance studies. If you think you know how to invest or if you’re a newbie investor, just starting out, you must heed this investment advice. It’s not complicated and anyone with a modicum of sense can beat most of their investing peer. And here’s why: “Investors are more often than not their own worst...

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Why I Don’t Invest In Individual Stocks Anymore – Here’s a Better Way to Invest

Why I Don’t Invest In Individual Stocks Anymore – Here’s a Better Way to Invest

By in Asset Allocation, Bond, Investing, Mutual Funds, Stocks | 16 comments

I Don’t Invest in Individual Stocks Because I’m Smart and a Lazy Investor According to Warren Buffett, Chairman, Berkshire Hathaway:   “Most institutional and individual investors will find the best way to own common stock is through an index fund that charges minimal fees. Those following this path are sure to beat the net results [after fees and expenses] delivered by the great majority of investment professionals.” 1996- Shareholder Letter (sourced from IFA.com/quotes/) Over the past several years, I’ve gradually moved my family portfolio and my corporate portfolio away from individual stocks and into index mutual and exchange traded funds...

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8 Steps to Creating a Diversified Asset Classes Investment Portfolio

8 Steps to Creating a Diversified Asset Classes Investment Portfolio

By in Asset Allocation, Automatic Saving, Bond, Investing, Mutual Funds, Stocks, Video | 8 comments

Step 2: What are the Steps to Creating a Diversified Asset Classes Portfolio? In Part 1: “How to Build an Investment Asset Management Strategy”  you learned the best, research-supported, investing method and why to invest with index funds. Today you will learn the steps to take to create a diversified asset classes portfolio. Future investment articles continue with the how of implementing asset classes investing with index funds.  The great part about structuring a diversified index fund DIY portfoio is that once it’s complete, it requires minimal attention. Annual rebalancing and updating prices, dividends and capital gains and you’re...

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Invest and Beat the Pros – Learn the Simple Steps to Create an Investment Portfolio

Invest and Beat the Pros – Learn the Simple Steps to Create an Investment Portfolio

By in Asset Allocation, Bond, Investing, Money Management, Mutual Funds | 0 comments

# 1 Kindle Best Seller-Invest and Beat the Pros   Perfect Wealth Building Guide with Investing Are you worried about your financial future? Would you like a method to set up your finances for success now, and financial security in the future? Do you fell like you lack time and knowledge to manage your money? Here’s how you’ll benefit and what you’ll learn from this investing blueprint (from back cover): 1. The index fund investing approach that helps you reach your financial goals. 2. Enough investing knowledge to create your own investment strategy and avoid making poor choices. 3....

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