Category Archives: Investments

Using Chaikin Portfolio Health Check to Analyze my Portfolio

As a personal finance blogger I get approached to review products all the time.  Most are terrible and don’t hold my attention long enough to even begin to think about writing a post.  Notwithstanding, some are pretty cool and I was excited when I was approached to check out the Chaikin Portfolio Health Check.  The

The Secret Business I am Dying to Open Up

I have been giving a lot of thought lately about a very specific type of business to open.  While I have had some businesses in my past (some I am not proud of, and some like this blog that I am very proud of), I have never run a brick and mortar business so the

5 Things to Look For in Any IPO

There have been several large IPOs so far this year, with the biggest being the Facebook IPO.  However, many of the last large IPOs have been a bust, with their share prices falling in the weeks after the IPO.  While you can’t always predict what will happen after an IPO, here are five things that

What is a Longevity Annuity?

You may not agree with how the product is used, sold or priced but you really have to respect the financial industry for being able to make a products to fit almost all situations.  I recently heard about a relatively new product called a Longevity Annuity which seems to operate like an extended deferred annuity