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Cash is NOT King for Millennials
Mon, 07/28/14 | 25 Comments
Cash is NOT King for Millennials

I’ve been reading a lot about millennial trends lately, and… the kids are not all right.
One of the more disturbing pieces shared the results from a recent survey of millennials on where they believe their …

Have Company Stock? Your Allocation to it Could be Dangerously High
Wed, 06/18/14 | 6 Comments
Have Company Stock? Your Allocation to it Could be Dangerously High

I’m fortunate to work for an employer that offers stock units to its employees. The number of units you could receive varies based on your job level and performance. Then, each year, a portion of …

Rebalancing Investments: Why, When, & How to Avoid High Fees
Tue, 05/27/14 | 7 Comments
Rebalancing Investments: Why, When, & How to Avoid High Fees

Getting over the fear of investing is a hurdle that everyone needs to surpass.
Once you make that leap, it really can be as simple as passively investing in a few different index funds or ETF’s …

Why I Love Vanguard & You Should Too
Mon, 05/12/14 | 16 Comments
Why I Love Vanguard & You Should Too

Vanguard recently wrapped up a cross-country tour that they dubbed “The At-Cost Café” to extoll the virtues of low cost investing – and quite appropriately – sell coffee at-cost ($0.26) to those who crossed their …

Capital Gains and Selling Employee Stock: What you Don’t Know CAN Hurt you
Wed, 05/7/14 | 8 Comments
Capital Gains and Selling Employee Stock: What you Don’t Know CAN Hurt you

A while back, we covered capital gains tax basics. One thing I didn’t get in to that I thought deserved a post all of its own is capital gains on employee stock units – you …

Vanguard has 3 S&P 500 Index Funds. How do you Choose?
Mon, 04/28/14 | 20 Comments
Vanguard has 3 S&P 500 Index Funds. How do you Choose?

I’m a big fan of passive index investing, where you basically pile all of your investments in to index funds and don’t try to time the market. For the amateur investor, it is hard to …


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