Happy 4th of July Weekend (or to the Canadians: Happy Belated Canada Day). :)

I hope you enjoy the following articles as much as I did:

Investing Related Articles

Other Worthwhile Reading

Thank you, everybody, for reading. See you on Monday. :)

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Why I Invest with Vanguard

July 2, 2009

I’m currently reading (and, of course, enjoying) John Bogle’s recent Enough. One question Bogle raises in the book is this: Which do you think is more important to most mutual fund companies: The return on their capital, or the return on their clients’ capital?
I like the way Dave phrased it a couple weeks back:
The purpose [...]

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How often should you check your portfolio?

July 1, 2009

I’m not kidding or exaggerating when I suggest that people ignore what the market does from day-to-day, month-to-month, or quarter-to-quarter.
As far as I’m concerned, two glances at my portfolio each year is plenty. Now, before you decide I’m completely crazy, let me remind you that I’m not alone. Some respected investors hold similar opinions:
“Try and [...]

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2009 Income Limits for the Retirement Savings Contribution Credit

June 30, 2009

While recently updating my series of tax books to include 2009 information, I was surprised to find that the 2009 income limits for the Retirement Savings Contribution Credit have thus far been unpublished almost anywhere on the web.
What’s the Retirement Savings Contribution Credit?
It’s a tax credit available to you if:

You contribute to either an IRA [...]

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Competing for Attention

June 29, 2009

…as opposed to competing for accuracy.
That’s the state of media in general, and the financial media is no exception. (In fact, it could very well be the single worst offender.) This competition for attention is a reality whether we’re talking about books, blogs, TV, or newspapers.
Of course, it’s no surprise. A media company’s revenue is [...]

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Weekend Reading 6/26/09

June 26, 2009

Happy Friday, everyone.
A nice little collection of worthwhile reading (and watching) from the personal finance micromedia. (Yep. I’m making up words to avoid using “blogosphere.”)
I hope you enjoy them.
Investing

12 Common IRA Mistakes to Avoid from Good Financial Cents
How much is 1%, really? from Moolanomy
REITS vs. Rental Properties from Amateur Asset Allocator
Perceived Risk vs. [...]

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CDs vs. Bond Funds

June 25, 2009

I recently finished reading Allan Roth’s How a Second Grader Beats Wall Street. (Highly recommend it, by the way.)
In the book, Roth brings up a topic that I’m surprised isn’t discussed more frequently: the idea that if you’re willing to put in the time, you can very likely increase the long-term return on the fixed [...]

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Index Investor Profile: Interview with J.D. Roth of Get Rich Slowly

June 24, 2009

Most buy & hold index investors seem to be converts from various schools of active investing. At the same time, I’ve met very few investors (none, off the top of my head) who have moved from being index investors to being fund pickers or stock pickers.
There seems to be some sort of lesson there. [...]

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How to Get Rich with Stock Market Newsletters

June 23, 2009

Write one.
Then sell subscriptions.
Ta-da!
Troubleshooting (in case you need a little more help)
What’s that? You don’t have a history of successful stock picking? No problem: Just come up with any stock-selection strategy and back-test it to see if it’s worked over the past [period of your choosing].
It didn’t work? Again, no problem: Just continue [...]

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Asset Allocation for 529 Plans (and other similar scenarios)

June 22, 2009

In a post a couple weeks back, I asked readers their thoughts (and provided my own) on asset allocation, specifically:

At what point should you begin shifting your allocation away from stocks? and
How gradually or suddenly should you do so?

In the comments, Neal brought up the fact that in the article I was making the (unstated) [...]

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Weekend Reading 6/20/09

June 20, 2009

I’m trying a new, condensed format for the roundup this week. Hopefully it will make it easier to read at a glance to find which articles you are or aren’t interested in.
Investing

Time Cost of Investing: Does Obliviousness Pay Off? from The Simple Dollar
Money Market vs High Yield Savings from Amateur Asset Allocator
How to Make One [...]

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