Category Archives: Investments

Asset Aggregation May Be Just as Important as Asset Diversification or Allocation

Asset Aggregation May Be Just as Important as Asset Diversification or Allocation

If asked for your own example of customer loyalty, what would you give? Free months of phone service, flight upgrades to first-class, special hotel accommodations?  Most would probably think along the lines of a consumer, yet investments are an often overlooked area. A while back, the local supermarket ran a promotion with Cuisinart. Collecting “points”…Continue Reading

What is a Callable CD?  and Why Current Callable CDs Don’t Make Sense

What is a Callable CD? and Why Current Callable CDs Don’t Make Sense

I generally don’t like Certificates of Deposits because the math doesn’t make sense, but I received an e-mail today about Callable CDs that made me really mad.  I had heard of Callable bonds, but don’t have any recollection of a Callable Certificate of Deposit, so I figured I would share what I learned about them and…Continue Reading

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 I…Continue 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 am…Continue Reading