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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 …

Jim Cramer: The Good, the Bad, and the Ugly
Thu, 03/6/08 | 5 Comments
Jim Cramer: The Good, the Bad, and the Ugly

Who is Jim Cramer?
You probably know Jim Cramer from seeing him on his popular CNBC stock picking television show, Mad Money. ‘Cramer’ has quickly ascended to a position as one of the poster boys of …

5 Ways to Limit Financial Planner Conflict of Interest
Thu, 02/7/08 | 5 Comments
5 Ways to Limit Financial Planner Conflict of Interest

The motivation to find a financial planner seems to be pretty prevalent in the twenty-something crowd. I’m not quite sure why that is, and frankly, I’m a little bit concerned and irritated by it. It …

Forget Dave Ramsey, 5 Ways I’ve Used Credit Cards to Better My Advantage
Fri, 01/4/08 | 83 Comments
Forget Dave Ramsey, 5 Ways I’ve Used Credit Cards to Better My Advantage

The Dave Ramsey Credit Card Philosophy
I know Dave Ramsey and many financial gurus would crucify me for saying this: ‘keep your credit card’. Key emphasis on the singular. Let me explain. The average American household …

What is a Mutual Fund?
Sun, 12/30/07 | 3 Comments
What is a Mutual Fund?

2014 update to readers: while mutual funds are great, and it is worth your time to learn about them, I have now become a big fan of passive index investing through ETF’s
Definition of a Mutual …


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