Be Sure to Manage Investment Fund Expenses or It will Cost You Serious $$$

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…

 

This week I wrote a guest blog post, When You Should Hold Municipal Bonds in Your Portfolio (And Why!), which was gracefully accepted and posted by www.dqydj.net (Don’t Quite Your Day Job). I really enjoy this web site so I highly recommend taking a look at this post and then checking out the rest of this site; it’s a winner!
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Yesterday, LinkedIn (LNKD), the online professional networking service, priced a secondary offering of 8.8 million shares at $71 per share after reporting its first quarterly loss since its IPO back in May 2011. So let’s review some numbers here because I am having a tough time with this one. As of September 30, the company’s last 12-months (LTM) Revenues were $435MM and LTM Net Income …Read more…

 

Today I am publishing a follow-up post to Neo’s 5-part blog series titled, “5 Key Planning Steps to Ensure Financial Freedom”, which focused on developing a detailed plan for achieving financial freedom.  Once you have gone through all of the hard work of understanding your financial means, goals and budget, the next big task is the execution of your budgeting strategy.  When setting up a system I always ask …Read more…

 

It’s déjà vu all over again as the financial press mulls over the effects of a second ratings firm lowering the debt rating of the United States.  If you recall, back on August 6th, S&P lowered the debt rating of the United States to AA+ from their prestigious AAA.  Far from the apocalypse some financial and political writers predicted, the cost of 10 year debt …Read more…

 
Quick Portfolio Update; Plus My Favorite Posts of the Week

Unfortunately, I have been working way too many hours at my day job this week, which means little time for blogging creativity.  Hopefully this is an anomaly and I will be back on track beginning on Saturday. The website redesign and logo competition is going well and I am hoping to have everything published for you this weekend.  Oh, how I dream of having a …Read more…

 
NWP Model Investment Portfolio Update #3

At the end of its third week in operation the NWP Model Investment Portfolio generated a total return of 7.77%, outpacing S&P 500 Index weekly returns of 5.98%.  Since its inception the NWP portfolio has provided a return of 8.82% and the S&P 500 Index provided a return of 7.76% over the same period. Thus far the use of levered-ETF to magnify exposures to U.S. large cap and emerging market equities has …Read more…

 
Introducing the NWP Model Investment Portfolio; Easy to Manage and Fun too!

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…

 
Should You Leverage The S&P 500 Index In Your Retirement Investment Portfolio?

  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…

 
5 Key Planning Steps to Ensure Financial Freedom – #4: Simple and Successful Budgeting

  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…

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