Investing Tips & Strategies

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Peter Lynch once said “Know what you own, and why you own it.” Investing is simple, but that doesn’t mean it’s easy.

If you’re looking for tips and tricks for building a successful investment portfolio, you’ve come to the right place.

Topics of interest include stocks, bonds, mutual funds, ETFs, portfolio construction, asset allocation, rebalancing strategies, investor psychology, and more. If you’re looking for hot stock tips or get rich quick schemes, look elsewhere.

I’ve been investing with Lending Club for awhile now. While I can’t complain about the returns, I’ve always felt that the entire process has the potential to be a bit of a time suck. Yes, I’ve been able to minimize the time commitment by using a well-refined filter, but I […]

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I recently ran across an interesting article by Burton Malkiel in The Journal of Economic Perspectives. In it, he examined the growth of the financial services industry since 1980. Care to guess what he learned? Well, for starters… As a fraction of the GDP, the size of the financial services […]

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I’ve long been a fan of the writings of Bill Bernstein. In fact, “The Four Pillars of Investing” stands as (probably) the best investing book that I’ve ever read. It’s both informative and accessible. I recommend it to all. I was thus intrigued when I saw that Bernstein had published […]

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I’m a day late with this info, but… The Treasury has announced the new Series I Savings Bond rates, effective May 1st, 2014. As a reminder, I-Bond rates are pegged to inflation estimates, though there is also a fixed component set by the Treasury. Rates are updated twice a year […]

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As a followup to my recent post about IRA rollover rule changes, I wanted to share another bit of news from the IRS… In Notice 2014-21, the IRS has declared that Bitcoin and other virtual currencies are to be treated as property for federal tax purposes. This means that such […]

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IRS to Modify IRA Rollover Rules

by Michael on Mar 27, 2014 · 0 comments

In the past, the IRS limited you to one IRA rollover per year per account. But, thanks to the Tax Court’s recent ruling in Bobrow vs. Commissioner, that will be changing. Indeed, as of next year, you will be allowed just one IRA rollover per year. Period. This change was […]

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Defining Financial Independence

by Michael on Mar 20, 2014 · 0 comments

If you prowl around the internet a bit, it won’t take you long to find someone chronicling their journey toward “early retirement.” Of course, what these individuals are seeking isn’t really early retirement, but rather financial independence. In other words, they’re trying to reach the point at which they no […]

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Wise Words From Warren Buffett

by Michael on Mar 6, 2014 · 0 comments

Warren Buffett’s annual letter to shareholders has always been a treasure trove of investing insight. This year’s letter, which was recently released, is no different. Among other things, Buffett urges individuals to stay within their “circle of competence,” saying that: “Most investors, of course, have not made the study of […]

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