Category Archives: Investments

Helping my Brother Choose an Online Broker

At Easter dinner my older brother asked me what online discount broker I use “to trade stocks.”  If you don’t remember, I already helped the younger brother with asset allocation, and yes, I only have 2 and I am the pain in the ass middle child.  Before I could explain to him which sites IContinue Reading

Picking Dividend Aristocrat Stocks

I recently explained that I want to set up a dividend paying portfolio.  In that post I went over how I planned on starting to create this perpetual passive income account.  So this is basically my thought process on how to narrow down 4 or 5 stocks to create the dividend portfolio, which I amContinue Reading

A Review of My Actual Prosper Account

A Review of My Actual Prosper Account

I have mentioned in the past that I really like P2P Lending, or Person to Person Lending.  I had previously talked about Prosper, when they brought back lending to New York, and most recently as an alternative source for liquid cash, but I have never given details about my account. Until Today. I always thoughtContinue Reading

How do the Morningstar Star Ratings Work? Are Morningstar Ratings Accurate?

How do the Morningstar Star Ratings Work? Are Morningstar Ratings Accurate?

I have discussed how I use the Free Morningstar Instant X-Ray tool, but Morningstar is more known for its mutual fund rating system.  Who hasn’t heard the terms, “5 Star Fund, 4 Star Fund, etc.” but what does that actually mean? How does Morningstar calculate the Star Rating System? Russel Kinnel, Morningstar’s Director of MutualContinue Reading