Category Archives: Investments

What Can John Wooden Teach us about Stock Analysis?

There are two major ways to evaluate stocks: fundamental analysis and technical analysis.  Wait, how does this apply to the legend John Wodden?   In honor of the late John Wooden, this week’s lesson is to work on your fundamentals. Groan.  Stop whining. This isn’t difficult. Fundamental analysis means assessing a company’s financial statements: taking theContinue Reading

WTDirect Gives New Customers a Bank Bonus of up to $500

Long before I started blogging, I used to chase bank bonuses and deals, but with the downturn in interest rates they have been difficult to find.  But I was contacted about a new one from WT Direct! What is WTDirect? According to their Website WTDirect is a wholly owned subsidary of Wilmington Trust Company, a companyContinue Reading

Be Careful When Attempting Faith Based Investing

Faith Based Investing is starting to get some press and investment companies are hearing the call, creating funds to meet that demand.  While I am Christian (Greek Orthodox to be exact) I am not a hardcore religious guy, so I don’t really get the desire to have a faith based portfolio, but more importantly, I don’t thinkContinue Reading

What are Deferred Annuities? Fixed vs. Variable Deferred Annuities

Annuities are easy to understand.  I already introduced the simple single premium annuity but like most things in life it gets a little bit more sophisticated.  Notice that I say sophisticated not complicated; Deferred Annuities are easy if you look at them the way I do!  There are zealots on both sides of Deferred annuities, IContinue Reading

What are Annuities? An Introduction to Immediate Annuities

Understanding Annuities makes it easier for you to make an informed decision rather than just listening to an advisor or worse a talking head on television.  Annuities often bring up strong emotions when they really shouldn’t, it is nothing more than a financial product often issued by insurance companies.  The definition of an annuity isContinue Reading

Is Home Remodeling Really an Investment? Is Remodeling Worth it?

I have never seen the show “Bang for your Buck” on HGTV until today, and all it really made me do was question whether home remodeling is really an investment?  Currently, I live in a brand new Town House (or it was brand new when I bought it in 2007) which has a limited priceContinue Reading