Category Archives: Investments

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

Updating My Perpetual Income Dividend Machine

Updating My Perpetual Income Dividend Machine

I started my perpetual income machine dividend portfolio at the beginning of last year and it has quickly become one of my favorite pieces of my financial world.  It isn’t large (yet) but it will be!  The goal is simple to find undervalued stocks only within the Dividend Aristocrat Index.  Last year I only updated… Continue Reading

Understanding Losses In Your Portfolio

Understanding Losses In Your Portfolio

I don’t think most individuals really understand what happens when their investments take a hit and lose value.  I was reading a great article about using protective puts and covered calls with index funds to provide for hedging and while the article was very interesting (and something I am going to look into and write… Continue Reading