How Do You Feel About Advertising The Stock Not the Products The Business Makes

I was reading an industry magazine when I saw this ad.  I have seen them in the past, but for some reason this one caught my attention (nice work advertising team for Kraft).  What took me back was that this advertisement was not for a brand which was under the Kraft umbrella, but rather completelyContinue Reading

Another Reminder Why I Like My Dividend Account

I don’t pay particular attention to my dividend income since it is so low, but I was inspired the other week when reviewing a client’s file.  The individual, a police officer, built a very impressive balance sheet with his wife, an administrative assistant, but I was shocked when I saw the tax return.  This coupleContinue Reading

What do the Chilean People Know About Retirement that Most Americans Don’t?

I came across an interesting article about Chile’s retirement system which made me think that the population down there may be on to something that more Americans should take advantage of.  In fact, I find it mind boggling that we aren’t, at least in part, following their lead.  In the article, Solving Chile’s Annuity Puzzle,Continue Reading

September 2013 Divided Portfolio Watch list

After my August 2013 Dividend Portfolio watch list update I bought: 10 shares Walmart at 73.54 with commissions – $743.35 This (along with every other) update takes a snapshot of certain metrics on a certain date (this one was prepared the night of September 16, 2013). My Dividend Investment Portfolio Screening Criteria The company hasContinue Reading

Three Reasons I am not a Big Proponent of Retirement Date Funds

Retirement Date Funds are known by a couple of different names such as age based funds, life cycle Funds, etc., but they are all based on the same idea that the fund (either mutual fund or ETF) will reallocate itself based on the chosen retirement date.  They are meant to be a maintenance free andContinue Reading

How Do Normal People Handle Their Finances?

I am not exactly sure how normal people handle their finances.  First thing is first, I don’t believe myself to be normal when it comes to the personal finance realm.  This is not to say I am extraordinary, but rather, I think a better synonym would be weird. I write on a personal finance blogContinue Reading