Category Archives: Investments

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! Why…Continue 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 his…Continue Reading

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

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 are…Continue Reading

Would You Buy a United States Government Annuity?

Would You Buy a United States Government Annuity?

As the baby boomers get older and older it is almost impossible to pick up a financial publication that doesn’t discuss turning one’s nest egg into a stream of income.  It has been a while since I explained both an immediate annuity and deferred annuities, but basically they are financial products that turn a sum…Continue Reading

The Misunderstanding Most Investors Make

The Misunderstanding Most Investors Make

I’ll be honest that I am not fully convinced as to what investment style works, and I am alright with that since my response is to have a little bit of everything. I have an actively managed dividend portfolio, a 401(k) made up mostly of actively managed mutual funds, a whole life insurance policy, and…Continue Reading