I don’t often mention promotions on the blog, but I thought I’d share this one because it’s for a company my wife and I actually use: TradeKing. (You can see my TradeKing review here.) As of now through the end of November, if you open a TradeKing account and fund it with a minimum of [...]
As I mentioned recently, after leaving a job, the best route is almost always to rollover your 401(k) into an IRA. There are, however, a few specific situations in which it doesn’t make sense to rollover a 401(k)–or other employer sponsored retirement plan–after leaving your job. Are You Between Ages 55 and 59½? If you [...]
A bit of a different post today: I wanted to share a spreadsheet that I maintain, which includes a good deal of data regarding historical stock and bond returns (in the U.S.). Click here to download the spreadsheet. Historical Return Data Included: If, for example, you wanted to know any of the following, you could [...]
In my experience, supply and demand aren’t explicitly discussed very often when talking about investing. But changes in demand for a stock–or, more relevant to index investors, demand for stocks in general–are of tremendous importance. Over any period, the return from the stock market is determined by three factors: Changes in the market’s P/E ratio, [...]
Happy Friday, everybody. Of course, with it being the one-year anniversary of the Lehman failure, numerous articles have been written in the last couple weeks about lessons we’ve learned over the last year. My two favorites are from Bad Money Advice: Non-Lessons Not Learned, and Five Lessons of the Great Recession We Probably Won’t Learn [...]
As of today, Investing Made Simple is available on Amazon. Of course, as promised, it will still be available as a free download through the end of the month. A Favor to Ask: If you downloaded the book and found it to be helpful, I’d be super appreciative if you took 3-4 minutes to click [...]