Author Archives: Evan

How the New 401(k) Disclosure Fees Are Providing Clarity to my 401(k)…Kind of

Earlier this year the Department of Labor released their final ruling to improve transparency of fees and expenses to workers*.  The approved regulations are set to provide more clarity to 401(k)s and how expenses are being rolled into these plans with or without your knowledge. In all honesty I didn’t give much thought to theContinue Reading

Where Would You Invest if You Didn’t Trust the Market?

I was thinking about my lack of risk tolerance the other week and I thought to myself that I can’t be alone.  I am only 30 but in the 12 years since I have become an adult I have seen 9/11, the dot-com crash, housing crash, credit crunch, unemployment rate nearly double, Euro Crisis, commodityContinue Reading

6 Month Update on 2012 Goals and Objectives

Written before reading my 2012 Goals and Objectives: I hope I am wrong but I have a sinking suspicion that I have not lived up to what I must have written in that post.  If this is the case I rather than making excuses I am going to try and explain whether I am alteringContinue Reading

How I Invested my Child’s Money

Almost four months ago I questioned how I should invest my child’s money, but I never ended up doing anything about it until recently.  I felt strongly that this was his money as he received it from very generous family members and friends who cared about him so I was/am acting as a de factoContinue Reading

July 2012 Dividend Investment Portfolio Watch List Update

Every 60 days or so I like to update the watch list for my Dividend Investment Portfolio and since my last update was in April of 2012 I knew I had to get on it! I create these posts to force push myself to create a watch list of dividend investment stocks based primarily offContinue Reading

A Company’s Stock Price May Have Very Little to do With The Size of Company

I think there is this common misconception that must be addressed for those that don’t have any interest in “the market.”  A Company’s stock price on a particular day does not provide information in of itself of the size of the company.  An easy example: Stock 1 – Closes at $608.21 on July 10, 2012 Stock 2 – Closes at $124,985 onContinue Reading