A Remedial Course in InvestingFor those of us who have participated in the investment arena for more than just the past couple of years, 2000 will likely go down as "not unprecedented and long overdue." For the investors who have come to the party more recently, it was a brutal, eye-opening, and sobering experience. Buying every dip didn't work. Dot-com IPOs didn't work. This year was truly a coming-of-age experience for millions of "adolescent" investors. [More] | Defining Your GoalsProbably one of the most important things we do with our Partnering For Your Success students is to help them define their goals. We discuss their need for both short and long term goals. This might sound trite to you, or you might say, Yeah, everyone says to define my short term and long term goals. [More] | How to Find Value in No Load Mutual Fund Investing2. Consider finding a fee-based investment advisor who uses a facts-based methodology and has a track record indicating those kinds of returns. For example, in my own practice I used a trend tracking approach to get my clients into the market on April 29, 2003. Plus, our research and homework led us to recommending funds that gained anywhere from 11.50% to 22.00% over the following 6 week period. How did you do during that time? Do you think any of my clients care whether one of these funds has a small 12b 1 charge? Or whether they have the lowest expense ratios in the industry? I know they don't. [More] |
Saving Money On Baby: Tips From A First Time Momma The options to spend, spend, spend on baby begin way before baby is even here. I’m not going to tell you to use cloth diapers or to make your own baby food, but I will offer a few simple tips that will help you make smarter decisions and put some extra cash into that [...].
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