Category Archives: Money

Personal Capital; and how to unload your unwanted stocks and funds

Personal Capital If you have come here, read thru the Stock Series and decided the simple low-cost approach described makes sense, you are now faced with the problem of how do you get from where you are to where you want to be. That is, what do you do with all the investments you already have? How, […]

Posted in Money | 24 Responses

Stockchoker: A look back at what your investment might have been

Back in February Mr. 1500 Days invited me to participate in his 10 Questions and a Pizza Place interview series. It was fun to do, readers seemed to enjoy it and the 1500 Days are cool folks. So of course I’ve been planning to steal the idea ever since. When I came across Todd Froemling and his newly […]

Also posted in Random cool things that catch my eye, Stuff I recommend | 14 Responses

Mr. Market’s Wild Ride

Bad Market! Bad, bad, bad Market! Can’t I even go on a little vacation without you tearing up the place while I’m gone? I turn my back for one second (well, OK, maybe two months) and you start sliding? And then that 1000 point drop? What’s up with that? Yes, yes, I know. It was […]

Also posted in Life | 84 Responses

Micro-Lending with Kiva

She looks like a good risk to me. For the past few months I’ve had $1500 burning a hole in my pocket. Back in August I was working on a project helping a friend with her business. I had forgotten we had agreed on a $1500 fee until, as I was headed to the airport, […]

Also posted in Life | 66 Responses

Jack Bogle and the Presidential Medal of Freedom

Jack Bogle  Jack Bogle on why he started Vanguard Above is a picture of Jack Bogle, the founder of Vanguard, the creator of the modern low-cost index fund and my personal hero. If you aspire to be wealthy and financially independent, he should be yours as well. Before Mr. Bogle the financial industry was set […]

Also posted in Life | 27 Responses

Nightmare on Wall Street: Will the Blood Bath Continue?

Nightmare on the Wall (Street) Courtesy of jflaxman The headline for today’s (Saturday, Oct 18, 2014) post I ripped off from a major financial media outlet. I’m so ashamed. It was the actual headline from a piece they put up this past week to describe the market action on Wall Street. They should be even […]

Posted in Money | 39 Responses

Stocks — Part XXVI: Pulling the 4%

Courtesy of Fritz Cartoons At some point, if you have been following the Simple Path to Wealth described in these posts, you will be able to chose to have your assets pay the bills rather than your labor. How quickly you reach this point will have much to do with your saving rate and how […]

Also posted in Stock Investing Series | 100 Responses

Stocks — Part XXV: HSAs, more than just a way to pay your medical bills.

Much as been changing in the world of health care here in the US. While the opinions on these changes vary widely, one thing I can say with some certainty is that the number of people having access to and choosing High-Deductible Health Insurance Plans is likely to increase. These plans basically allow you to […]

Also posted in Stock Investing Series | 66 Responses

Stocks — Part XXIV: RMDs, the ugly surprise at the end of the tax-deferred rainbow

   Illustration courtesy of The Hindu Someday, if all goes well and you haven’t already, you’ll wake up to find you’ve reached the ripe old age of 70 1/2. Hopefully in good health, you’ll rise from bed, stretch and greet the new day happy to be alive. You’ve worked hard, saved and invested, and now are  […]

Also posted in Stock Investing Series | 40 Responses

Stocks — Part XXIII: Selecting your asset allocation

Life is balance and choice. Add more of this, lose a little of that. When it comes to investing, that balance and choice is informed by your temperament and goals. If I had it to do over, this blog would be likely named The Simple Path to Wealth after one of my very earliest posts […]

Also posted in Stock Investing Series | 104 Responses