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Portfolio Rebalancing: Is It for You? 26 Aug 2013 | 01:01 pm

Many financial professionals tout portfolio rebalancing as the key to your financial success. But is it really that important? Or is it just another smoke screen Wall Street uses to convince you they ...

What is a Bond Fund? 22 Aug 2013 | 01:01 pm

A bond fund takes investors’ money and buys bonds with it. That’s pretty simple. But there are a host of other questions surrounding fixed income (bonds) that aren’t so obvious. Do bonds have a place ...

What is a Good Investment Return? Not so simple. 20 Aug 2013 | 11:24 pm

In order to know if you are on track with your investments, you need to know what is a good investment return. But contrary to intuition, this isn’t as easy as it sounds. How to Determine What a Good ...

How To Buy Life Insurance And Save 70% 19 Aug 2013 | 01:01 pm

If you already have life insurance, that’s wonderful.  But do you have the right kind?  And even if you do, are you spending too much for it?  Very few people know how to buy life insurance the right ...

Lending Club Review for Borrowers and Investors 18 Aug 2013 | 08:00 pm

You may have heard of Lending Club and to help you decide whether or not to use them, I’ve written an extensive Lending Club review. They claim to be the biggest player in Peer-to-Peer lending. They c...

Do You Really Need Credit Card Insurance? 16 Aug 2013 | 05:01 am

You get called into your boss’ office. Sitting next to him is the guy from human resources (we used to call that guy the angel of death where I worked). You know what’s coming next — you’re losing you...

What is the Meaning of NAV? 14 Aug 2013 | 01:01 pm

NAV stands for Net Asset Value. But the meaning of NAV and its significance goes far beyond this simple definition. This term applies to mutual funds and ETFs and it can impact your investment decisio...

When to Review Your Living Trust 13 Aug 2013 | 01:01 pm

If you’ve already created your living trust, that’s great But you’ve got to review your trust from time to time and make changes as your financial life changes.  If you fail to do so, all your work wi...

How Many Mutual Funds Should You Own? 8 Aug 2013 | 01:01 pm

Do you know how many mutual funds you should hold in your portfolio? The real answer is probably far different from what you think. But don’t worry. By the time you finish reading this post, you’ll ha...

Is An Income For Life Annuity Too Good To Be True? 7 Aug 2013 | 01:01 pm

An income for life annuity sounds pretty swanky – right? Who wouldn’t want perpetual income? Well…as you’ll see, an income annuity might be good for some people but it isn’t a good fit for others. Wha...

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