Asset Allocation | My Journey to Millions

Hello there! If you are new here, you might want to subscribe to the RSS feed for updates on this topic.

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

Continue reading Be Careful When Attempting Faith Based Investing

Hello there! If you are new here, you might want to subscribe to the RSS feed for updates on this topic.

My Journey to Millions Reallocates his 401(k) After Analyzing his Portfolio

Last week I reviewed Morningstar’s Free X-Ray Tool using my own 401(k). I believe that most people should leave their retirement accounts alone, both in terms of invading it and asset allocation within the account. I personally take a very balanced, hands off approach to my 401(k), choosing to look at my 401(k),

Continue reading My Journey to Millions Reallocates his 401(k) After Analyzing his Portfolio

Hello there! If you are new here, you might want to subscribe to the RSS feed for updates on this topic.

Oblivious Investing – Building Wealth by Ignoring the Noise Book Review

I had the opportunity to review Mike Piper’s newest book, “Oblivious Investing: Building Wealth by Ignoring the Noise.*” Mike is the author of a great blog of the same name, Oblivious Investing.

The book follows conversations between Shannon, the investing newbie and her wise Uncle Toby. Every conversation they have starts with small talk

Continue reading Oblivious Investing – Building Wealth by Ignoring the Noise Book Review

Hello there! If you are new here, you might want to subscribe to the RSS feed for updates on this topic.

Give Whole Life Insurance a Fair Comparison – Get Illustrations and Compare!

I hope this post doesn’t end up on one of my favorite blogs, Bad Money Advice, but I wanted to actually compare some numbers for people. Everyone, and I mean everyone tells you to stay the hell away from Whole Life Insurance, I think the main concerns are fees, lack of clarity, and

Continue reading Give Whole Life Insurance a Fair Comparison – Get Illustrations and Compare!

Hello there! If you are new here, you might want to subscribe to the RSS feed for updates on this topic.

How to Easily Evaluate your Asset Allocation with Morningstar Instant X-Ray Tool

Despite my licenses, I am not an not an investment expert, and I don’t begin to pretend to be one. That being said everyone should know their asset allocation, and have an elementary understanding of asset allocation. I repeat, everyone should have an idea as to what they are invested in, whether they

Continue reading How to Easily Evaluate your Asset Allocation with Morningstar Instant X-Ray Tool

Hello there! If you are new here, you might want to subscribe to the RSS feed for updates on this topic.

The More You Know About Investing, The Less You Know About Investing

This is a Guest Post by Rob Bennett who writes the “A Rich Life” blog. He has recorded over 80 podcasts describing how to make the shift from Passive Investing to the new Rational Investing model for understanding how stocks work.

A professional baseball player knows more about baseball strategy than does a little leaguer.

Continue reading The More You Know About Investing, The Less You Know About Investing

Hello there! If you are new here, you might want to subscribe to the RSS feed for updates on this topic.

An Investment Average of 10% won't Guarantee Success

An Investment Average of 10% won’t Guarantee Success

I saw a great advertisement released by my office’s parent company today; I have never released what my office’s parent company is…and I am not about to start now! Notwithstanding my obsession with privacy, I couldn’t get over this info and felt like I should share.

Each portfolio

Continue reading An Investment Average of 10% won’t Guarantee Success

Hello there! If you are new here, you might want to subscribe to the RSS feed for updates on this topic.

For Most Investors Diversification is Key

I felt horrible today as one of the planners who works in my office brought up a client we worked on 2 years ago. As I have explained in the about me, I am back office support for a lot of fee based and commission based financial planners.

This particular client came across my

Continue reading For Most Investors Diversification is Key

Advantages of Using a Prepaid Credit Card

There are many benefits to using a prepaid credit card. A prepaid credit, also known as a secured credit card is defined by bank rate as a credit card that, “…requires a cash collateral deposit that becomes the credit line for that account.”

Continue reading Why Use a Prepaid Credit Card?

Supporters of My Journey to Millions

Be Careful When Attempting Faith Based Investing

My Journey to Millions Reallocates his 401(k) After Analyzing his Portfolio

Oblivious Investing – Building Wealth by Ignoring the Noise Book Review

Give Whole Life Insurance a Fair Comparison – Get Illustrations and Compare!

How to Easily Evaluate your Asset Allocation with Morningstar Instant X-Ray Tool

The More You Know About Investing, The Less You Know About Investing

An Investment Average of 10% won't Guarantee Success

For Most Investors Diversification is Key

Advantages of Using a Prepaid Credit Card

Categories

Supporters of My Journey to Millions

Recent Comments

Supporters of My Journey to Millions

Categories

Popular Posts

Recent Comments