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The Perfect Stock
Mon, 05/6/13 | 12 Comments
The Perfect Stock

Doesn’t exist.
Just ask anyone who bought Apple, at some point during its never-ending rocket to an inevitable $1M per share.
If you bought Apple, as just about everyone in my peer group suggested I do around …

What if I Want to be a Custodian for a Non-IRA Account? An Intro to UGMA/UTMA Accounts
Thu, 03/14/13 | No Comment
What if I Want to be a Custodian for a Non-IRA Account? An Intro to UGMA/UTMA Accounts

We recently covered opening a custodial IRA for a minor. I’m a big fan of the Roth variety when it comes to custodial IRA’s – gifts or contributions are post-tax anyways, and it eliminates tax …

SIPC Insurance Coverage Protects your Investments
Mon, 12/17/12 | 4 Comments
SIPC Insurance Coverage Protects your Investments

Does the FDIC Cover Investments too?
Most people know that there is a governmental agency called the Federal Deposit Insurance Corporation (or FDIC) that protects bank deposits. The FDIC covers up to $250,000 on bank deposits …

Interest Rates: APR vs. APY (and why it Matters)
Wed, 10/10/12 | 6 Comments
Interest Rates: APR vs. APY (and why it Matters)

When comparing interest rates that a bank offers on a mortgage, home equity line of credit, car loan, credit card, certificate of deposit, or savings account, it’s important to know exactly what rate you are …

Dividend ETF’s: The Passive Way to Invest in Dividends
Thu, 08/23/12 | 5 Comments
Dividend ETF’s: The Passive Way to Invest in Dividends

We’ve discussed the virtues of dividend investing and even highlighted a good place to start if you want to invest in individual stocks – the Dividend Aristocrats.
Next, I want to highlight a passive index style …

The Dividend Aristocrats Investment Strategy
Mon, 08/13/12 | 5 Comments
The Dividend Aristocrats Investment Strategy

We recently covered the basics of dividend investing. I didn’t get in to the “how to”, so in this post I’ll cover the individual stock or passive dividend investment strategy that focuses on investing in …


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