Category Archives: Investments

Past Wasn’t As Good As You Remember it…Trading Costs

Past Wasn’t As Good As You Remember it…Trading Costs

I was reading a recent post by Dividend Mantra titled, The Golden Age of Financial Independence, wherein he mentioned how inexpensive it is to invest in stocks & ETFs, and it reminded me about a recent conversation with my mother-in-law.   While my mother-in-law is an amazing, grandmother, mother and mother-in-law, she is one of those

A Small Reminder about the Benefits of Dollar Cost Averaging

I have recently been in the process of consolidating some accounts.  First up was altering up our cash flow chart to better reflect our current situation.  Second, was bringing all of The Wife’s assets over to Fidelity.  Part of that was moving assets she had with me, as an investment advisor (not husband) at my broker-dealer, and

What is a Value Trap?

As a self proclaimed value dividend investor I tend to read related articles, posts and books on the subject and I always see the term “value trap” but I never actually looked it up.  Upon reading a little bit of the term, it feels like I am inevitably going to fall into one day, but