Category Archives: Investments

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

Passive Investing vs. Active Investing – What Takes More Guts?

Last Friday, as I watched markets close lower for the 6th week in a row I started to think  to myself who has more guts The person who keeps shoving money into the market regardless of the news out there (passive index investing) OR The person who ignores history that the tends to increase overContinue Reading

Review of Free Dividend Investing E-Book

I generally dislike e-books, I often find that they are terrible reproductions of blogs adding no real value, however, when my buddy Mike from TheFinancialBlogger told me he was creating an e-book on Dividend Investing I was actually excited to check it out. As usual, Mike offers something above and beyond the norm in hisContinue Reading

What is the S&P 500? Who are the Members Today? Who Were the Original Members of the S&P?

Growing up my parents almost exclusively listened to boring A.M. news stations in the car and I can distinctly remember hearing every 11 minutes (1010-wins for anyone from NY?) that the S&P was up or down a certain percentage.  While I almost can’t help but run into this number daily I don’t think there areContinue Reading