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Where do I Put all of My Money? A Guide to Asset Allocation
Sat, 05/24/08 | 2 Comments
Where do I Put all of My Money? A Guide to Asset Allocation

Asset Allocation: Net Positive Income – a Good Problem to Have
It’s great to be ‘in the black’ with your net income, simply meaning that more money is coming in than being spent. This is different …

How is a Mutual Fund’s Share Price (NAV) Determined?
Tue, 05/13/08 | 11 Comments
How is a Mutual Fund’s Share Price (NAV) Determined?

How is a Mutual Funds Share Price Determined?
During a lunch recently, ‘Matt’, a colleague, and I were discussing investments and the topic turned to mutual funds. I proceeded to tell him a few funds that …

How to Get out of Debt: Step 2 – Debt Payoff Strategy
Wed, 05/7/08 | 13 Comments
How to Get out of Debt: Step 2 – Debt Payoff Strategy

How to Pay off Debt
Recently, we covered step 1 on how to get out of debt – stopping the bleeding, or preventing the accrual of additional new debt. Preventing added debt is essential when trying …

Bull, Bear, & Hog Market Terminology
Sun, 03/23/08 | 2 Comments
Bull, Bear, & Hog Market Terminology

What are Bulls and Bears?
Bullish and Bearish: Market Terminology at it’s Finest?
When I first heard the terminology ‘bull’, ‘bullish’, ‘bull market’, ‘bear’, ‘bearish’, and ‘bear market’, I wasn’t quite sure if it was in reference …

Should I Invest in Index Funds or Managed Mutual Funds?
Fri, 03/21/08 | 24 Comments

Index Funds Vs Managed Mutual Funds
Let’s take a look at index funds and compare them to actively managed mutual funds. It’s important to understand the distinction between the two, because you may have the option …

Why do Some Mutual Funds Close to New Investors?
Mon, 03/17/08 | 2 Comments
Why do Some Mutual Funds Close to New Investors?

You may have done your homework and found a great mutual fund to invest in, only to realize that it has been closed to new investors. This happened recently to me. In my employers sponsored …


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