Category Archives: Investments

Insurance Products Should Not be a Four Letter Word When it Comes to Retirement Income Planning

The Wall Street Journal had a recent article that I think was detrimentally incomplete even taking into account that it is 1,000 words on a subject that can take years to master.  The article, “You Need a Plan to Boost Retirement Income” by Jeff D. Opdyke highlights three asset vehicles/classes that he thinks should takeContinue Reading

Dividend Investment Portfolio July 2011 Update

I recently had to change the way my dividend investment portfolio operated and I realized that while I came to the logistics of how I would actively invest in it I didn’t actually pick the new stocks I would be investing in for the next couple months.  I used to narrow down the Dividend AristocratContinue Reading

Why Value Investing Works – The Myth of Efficient Markets

Eugene Fama is generally credited with creating the academic model of Efficient Markets in his Phd. thesis at University of Chicago. At its very basic, the weak form of Efficient Market Hypothesis states that the securities prices reflect ALL publicly available information. The semi-strong form of EMH further states that any new public information isContinue Reading

My New Dividend Investment Portfolio

Early last month I learned that due to employer constraints I was going to be forced to alter  my beloved perpetual income machine, which was essentially a dividend investment account.  The point of the machine was to find undervalued (defined below) stocks which were part of the Dividend Aristocrat Index, a stock index which tracksContinue Reading

How to Invest in a Specific Industry or Technique Without Being Super Wealthy

I was reading the June issue of Registered Rep Magazine this week when I came across two back to back articles about Exchange Traded Funds (ETFs) both were pretty shocking just because I apparently don’t know much about the topic.  The first article highlights concentrated ETFs and the second article was about Actively Managed ETFs.  Continue Reading

A Nasty Side Effect of Switching Brokers – Lost Cost Basis Information

I found out a terrible and time consuming problem when I was forced to switch from TradeKing to Fidelity my cost basis does not always transfer!  Imagine my surprise when I signed into my fidelity account and found all my stocks moved over from my mostly dormant TradeKing account, but no Cost Basis Information! WhyContinue Reading