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.

If you’re in a lower tax bracket and have been looking for a good reason to get off your butt and start saving for retirement, here it is… In short, you may be eligible for a tax credit that offsets as much as 50% of your traditional or Roth IRA, […]

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Hmmm. Looks like it’s time for another Lending Club update… As a reminder, I started this account with a $1,500 deposit during the summer of 2013 and have contributed $1k/month since then. At the end of January, I had $7,358.56 in outstanding notes, another $100 (2 notes worth) committed to […]

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This is a bit random, but I was recently looking at our bond holdings and noticed something that I thought was worth mentioning… As it turns out, our tax-exempt municipal bonds are currently paying more than our taxable bonds. The absolute difference is slight, but it’s still somewhat unexpected. For […]

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HSA Transfer and Rollover Rules

by Michael on Feb 5, 2014

On the topic of investing in your HSA… Some of you might be interested in moving your HSA money to a new provider with lower fees, better investment options, etc. Fortunately, it’s not only possible to move your money, it’s also quite easy to do. The main thing that you’ll […]

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Best HSA for Investing (Revisited)

by Michael on Feb 3, 2014 · 1 comment

This is just a quick followup to my earlier post about the best HSA for investing. At that time, HSA Bank looked like the best option. But now? Well, my pal Harry recently pointed out that Eli Lilly Federal Credit Union is an excellent option for those who are interested […]

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When Will I Get My Tax Forms?

by Michael on Feb 3, 2014

Welcome to February. Right about now, you may be wondering when the balance of your tax paperwork will show up. Sure, you might have received a few things by now. Maybe a 1099 here or there, possibly your W-2. But you can’t really file your taxes until you have everything. […]

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The big news this week was President Obama’s announcement of the forthcoming availability of so-called myRA retirement accounts. As we’ve discussed, the myRA is essentially a Roth IRA wrapped around a savings bond that will pay out at the same rate as the federal Thrift Savings Plan (TSP) G Fund. […]

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Obama's myRA Retirement Account Details

by Michael on Jan 29, 2014 · 2 comments

Details regarding President Obama’s proposed myRA retirement accounts have begun to dribble out. Here’s what we know about the program so far…

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