Category Archives: Investments

Why Hasn’t an Investment Firm or Insurance Company Created this Product?

After reading the twelfth article about how there is yet another generation woefully unprepared for retirement and how the 401(k) is a terrible product I started to think about what an investment firm or more likely in this case an insurance company can do to engage in my generation and the answer is so simple.… Continue Reading

Searching for Undervalued Dividend Champions – October 2014

Every month for the past few years I take the Dividend Champion list (which is defined below) and on a purely metric basis look for undervalued stocks.I use the dividend champion list for two reasons.  One, the dividend champion list includes companies that have paid an increasing dividend for the past 25+ years, and this… Continue Reading

An Investment Club Update

Back in February of 2013 I started an investment club with 8 other buddies.  The idea was simple we would each put in $500 to start it up (creating an entity was the main expense) and then a monthly contribution of $100 thereafter.  I was worried about the longevity of the club at first, but… Continue Reading

Can you Really Ever Trust a Religious Based Mutual Fund?

It has been a few years since I took look at religious based mutual funds, but a recent Kiplinger’s article brought the topic back to my attention.  While I think the goal of providing someone an easy investment vehicle that matches their religious intent is a commendable goal, I can’t imagine it being possible. The article,… Continue Reading