Category Archives: Investments

How Did Some of the Experts and Publications Stock Picks Do in 2014?

Articles that make blanket statements like “these are the stocks to own in X year” drive me absolutely bananas.  It feeds the need for instant results and worse there doesn’t seem to be an accountability when the idea fails to beat the market.  Investing should be done on a multi-year maybe multi-decade approach, so it

WSJ Provides Some Nice Reminders about Investing

With the market hitting a new high almost weekly it was refreshing to see an article that I originally found in the Saturday edition of the WSJ (although it looks like it was reprinted with permission).  The article titled, “Sweet 16: Rules for Investors” by Morgan Housel reminds us of some fundamental truths during this

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