I have had several discussion with readers lately regarding the costs associated with active investing and the benefits of passive investing through index tracking products. I originally wrote the following post back in August 2011, but back then I was just starting out so not many people actually read it. Take a look and let me know what you think. —— Unpredictable markets, Eurozone …Read more…
If you are holding an investment portfolio of stocks, bonds, mutual funds and ETFs then you don’t need me to tell you that the markets have been quite bumpy lately. Furthermore, there are no clear signs that equity market volatility is going to let up in the foreseeable future. Naturally, this forces individual investors to question their tactics or even their entire approach to investment management (and the value of their financial advisor).
Here are questions I am asking myself: [Read More...]
One of the best investment vehicles I have come across is known as the “Solo 401k” or “Individual 401k”. A solo 401k is a retirement plan for sole proprietor or partners with no common-law employees. It operates much like a 401k plan that you might see at any other employer except as a self-employed individual you act as both “employee” and “employer”. So what do …Read more…
On September 25, 2011 NetWorthProtect.com launched the NWP Model Investment Portfolio. The Portfolio started with an initial investment of $100,000 and is composed of 11 Exchange-Traded-Funds (ETFs). Every Friday we will post updated model portfolio returns and commentary. Also, if we change our asset allocation or trade out of a position we will provide an update and rational for our trading decision as well as …Read more…
Investors have been fleeing risky assets such as U.S. Stocks for the safety of U.S. treasury securities. These investors have piled into benchmark 10-year treasuries pushing yields to the lowest level ever; less than 1.75%. Yields move inversely to treasury prices; when yields go down it means the price of treasuries has increased. Since investors have been buying treasuries en masse, prices have increased while …Read more…
Today’s post, “Financial Advisors and Monitoring” is the final post in our 5-part blog series titled, “5 Key Planning Steps to Ensure Financial Freedom“. Here is the table of contents and posting schedule: Date Upcoming Articles August 22, 2011 Know Your Starting Point August 29, 2011 Define Your Personal Goals September 5, 2011 Calculate Your Financial Freedom Numbers September 12, 2011 Simple and Successful …Read more…
Recently I sat down to think of possible improvements that I can make that will enhance the performance of my retirement investment portfolio. Like most people, I have significant exposure to the greater U.S. equity markets with approximately 45% of my portfolio invested in large capitalization equities, which are components of the S&P 500 Index. The S&P 500 Index tracks the combined performance of …Read more…
Today’s post, “Simple and Successful Budgeting” is part 4 of our 5-part blog series titled, “5 Key Planning Steps to Ensure Financial Freedom“. Here is the table of contents and posting schedule: Date Upcoming Articles August 22, 2011 Know Your Starting Point August 29, 2011 Define Your Personal Goals September 5, 2011 Calculate Your Financial Freedom Numbers September 12, 2011 Simple and Successful Budgeting …Read more…
Today’s post, “Calculate Your Financial Freedom Numbers” is part 3 of our 5-part blog series titled, “5 Key Planning Steps to Ensure Financial Freedom“. Each Monday we will release the next post in this mini-series. Here is the table of contents and posting schedule: Date Upcoming Articles August 22, 2011 Know Your Starting Point August 29, 2011 Define Your Personal Goals September 5, 2011 …Read more…
Today’s post, “Define Your Personal Goals” is part 2 of our new 5-part blog series titled, “5 Key Planning Steps to Ensure Financial Freedom“. Each Monday we will release the next post in this mini-series. Here is the table of contents and posting schedule: Date Upcoming Articles August 22, 2011 Know Your Starting Point August 29, 2011 Define Your Personal Goals September 5, 2011 Calculate …Read more…
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