Just over a week ago, the Obama Administration waged war on Wall Street. President Obama has proposed financial reform that would limit the size and activities of the largest U.S. banks by separating proprietary trading, hedge funds, and private … [Read more...]
The Future of ETFs
January 23, 2010 By
This past week, the Boca Raton Resort & Club hosted the Third Annual Inside ETFs Conference, the world’s largest exchange traded fund (ETF) event with over 750 participants. CNBC even broadcasted live from the event with interviews from ETF … [Read more...]
Roth IRA Conversion: Not for Everybody
January 18, 2010 By
If you want to get the most bang for your retirement-buck, it's time to read up on an popular but confusing tax-saving tactic, the Roth IRA conversion. A Roth IRA conversion allows you to pay income taxes on money you have invested tax-free in a … [Read more...]
The Inverse Relationship Between Gold and the Dollar
January 11, 2010 By
Gold has been one of the hottest topics in the investing world in recent months, and with good reason. In 2009, investors received a 25 percent return on gold---the biggest absolute annual gain in three decades. Arguably, gold’s nine-year streak of … [Read more...]
How to Invest in Gold: A Beginner’s Guide
January 11, 2010 By
When you think of gold, what comes to mind? Eighteen-karat gold jewelry? Gold bricks stacked high in a vault? Sacks of gold coins used for bartering or paying tax collectors in Robin Hood's days? Or a sensible part of a modern investor's asset … [Read more...]
What to Do With A Windfall
January 8, 2010 By
Say you inherit, win, or earn $3,000, $30,000, or even $300,000. Lucky you. What should you do with a windfall of money? You may be inclined to spend it; to buy a new ride or take the trip you've been longing for. The urge to splurge is normal; … [Read more...]
How to Choose a Stock Broker
January 4, 2010 By
Finding the right stock broker can be overwhelming. There is a glut of brokerage companies out there---both online and full service---and each service claims to be the best. So how, exactly, can you tell which broker is right for you? As you … [Read more...]
What To Do If Your Employer Doesn’t Offer a 401(k) Plan
December 23, 2009 By
About 75 percent of Americans have done at least a little saving for retirement. Yet only 55 percent of full-time employees in America contribute to an employer-sponsored 401(k) or 403(b) retirement plan, according to reports by the Employee Research … [Read more...]
All About Exchange-Traded Funds (ETFs)
December 1, 2009 By
Exchange-traded funds, or ETFs, are sooo hot right now, and with good reason. ETFs allow investors to purchase an entire index with the same convenience and cost of buying a single stock. Are ETFs a wise move for you? ETFs Defined The … [Read more...]
Open Your First IRA
November 11, 2009 By
There are a lot of reasons to open an individual retirement account (IRA). If your employer doesn’t offer a retirement plan, offers lousy investment choices, you’ve maxed out your 401(k), or simply want greater control over your retirement … [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. 