Let’s proceed carefully. Although I’ve done it once or twice before, I try to avoid recommending individual stocks or funds. Such “picks” are a dime a dozen on other blogs, in major financial magazines or on Jim Cramer’s TV shows. At … [Read more...]
How to Pick a Mutual Fund
December 27, 2011 By 11 Comments
You shouldn't have to worry about picking mutual funds if you don't want to. That is, if you have zero interest in immersing yourself in fund performance data and anlayst research, you will do best with a simple investing strategy: invest in an … [Read more...]
Understanding What Mutual Funds Cost
December 19, 2011 By 11 Comments
So, you found the perfect mutual fund for your investment goals. Before you invest, do you know how much that mutual fund costs? Last week, I wrote a beginner’s guide to mutual funds. As I said, mutual funds are ideal investments for new … [Read more...]
How Mutual Funds Can Help You Start Investing
December 13, 2011 By 8 Comments
I hope you'll read this post, but I'm nervous you may not. Why? Because the word “mutual fund” is in the headline. I mean, really, even if you’re into investing, talking about mutual funds is about as exciting as watching a turtle cross the … [Read more...]
How to Choose a Financial Advisor
November 11, 2011 By 4 Comments
Occasionally I like to open up the site to guest bloggers to offer perspective on things I can't. Today I've got a post on choosing a financial advisor from Neal Frankle. Neal is a blogging buddy of mine, a Certified Financial Planner in Los … [Read more...]
Where To Put Your Money
August 30, 2011 By
People ask me this all the time: "Dave, I'm sick of getting a crappy one percent APY on the money in my savings account. How can I earn a better return?" My response is always another question: "What's the money for?" Where you should save or … [Read more...]
The Start-Up That Thinks Quality Investment Advice Shouldn’t Just Be For Rich People
July 13, 2011 By
The majority of the financial services industry pays little attention to young people. For example, unless you’re sitting on a seven-figure trust fund, the best financial advisors probably won’t return your calls. (And you should be wary of … [Read more...]
Do You Need a Financial Advisor?
June 22, 2011 By
I asked Mark to write about hiring financial planners/advisors because occasionally you guys email me wanting to know if you should hire one and---if so---how to go about it. (Figured it was better to ask an actual financial advisor than try to … [Read more...]
The Secret to a Portfolio that Performs
May 18, 2011 By
"If you have trouble imaging a 20% loss in the stock market, you shouldn't be in stocks." -– Jack Bogle, founder of Vanguard. If you invest 100% of your money in stocks, and the stock market has a bad year (or ten), you lose money. That’s why … [Read more...]
Betterment Review: A Simple Investing Solution
May 10, 2011 By
I’m a fan of simple investing. And that’s why this company intrigued me so much that I opened an account. The company is Betterment, a new online investing platform that automatically invests and balances your money in a portfolio of … [Read more...]
I'm David Weliver. At 26, I had NO savings and NO financial plan. I was maxed out, stressed out, and fed up. Then, I changed. I repaid $80k of debt, tripled my income, and bought a home. I'll show you how to get similar results. 