Category Archives: Investments

Why I Don’t Buy Stocks With My Gut

I am all about having my eggs in many different baskets. I invest in Index ETFs, Active/Passive Mutual Funds, insurance products and even individual stocks in my Dividend Investment Portfolio.  The only basket I am missing is a speculation one.  I used to have an account where I did that but I largely ignore itContinue Reading

October 2011 Dividend Investment Portfolio Update

About 18 months ago, I started my Perpetual Income Machine which then eventually morphed into my dividend investment portfolio.  Now every couple months I update those specific stocks which are on my “watch list” for the following months to come. While the stocks I am purchasing change every few months, I never sell those stocksContinue Reading

What is a Mutual Company?

How would you feel if you weren’t a customer but rather an owner of your life insurance company? How about if you were an owner of your investment company, rather than just a plain account holder/customer?  Imagine a world where the company theoretically cared about the customer because they were owners of the companies.  AlthoughContinue Reading

What is a Margin Investment Account? Applying for a Margin Account with Fidelity

A pretty conservative co-worker came to me today and said it is ‘time to bet against the market President Obama is speaking on Thursday and the market consistently falls when he speaks about the economy’ and it got me to thinking about ‘betting against the market.’  I don’t short stocks, it isn’t that I amContinue Reading

No Investment Strategy Will Perfectly Align with Your Goals

I read two recent articles from Registered Rep Magazine that reminded me that regardless of how well you plan, and strategize there is no perfect investment strategy.  It doesn’t matter if your investment goal is to mitigate taxes, or if the goal is to invest in all indexes because over time they “have” to beatContinue Reading

Getting into Real Estate – What is ‘Errors and Omissions’?

Becoming a real estate agent is an attractive second job for many people who want the freedom that comes with being self-employment. In residential real estate, the weekends are when most home buyers are available to look at property, so it is easy to work part-time as an agent in the evenings and over weekends.Continue Reading