Category Archives: Investment

Overcoming Inertia

It’s the holiday season, it’s cold outside, you’re tired, and you’re prepared to relax and spend some time with friends and family. But, this is also the time of year we need spend time to prepare ourselves financially.
As TIAA-CREF writes in their November 16th Market Monitor (pdf):

It’s hard to overcome inertia.
Circumstances change — [...]

Good News On The Regulatory Front

The Financial Industry Regulatory Authority (FINRA) has been given the go ahead from the SEC to make it’s BrokerCheck service records of final regulatory actions against brokers permanently available to the public.
Previously, a broker’s record generally becomes unavailable to the public two years after he or she leaves the securities industry and is therefore no [...]

Outsmarting Investment Fraud

After watching FRONTLINE’S Video “The Warning” which exposed rampant fraud at the topmost level in this country, I’m almost too discouraged to report information that may help prevent less significant fraud. It’s almost like we’re doomed to failure at keeping the crooks from stealing our savings.
But, what the hell. If it’ll save an honest American [...]

Weekly Wrap: Market Volatility

There’s only one thing that I can say about last week’s market actions, “oh yeah, that’s gonna leave a mark”. Volatility was the word of the week with fear being the driving factor behind a 4% loss for the S&P 500 this past week. Are we in for more losses?
Who knows? Investor sentiment drives short-term [...]

An Interview With Charlie Munger

Charlie Munger is Warren Buffett’s long-time business partner, and the Vice-Chairman of Berkshire Hathaway. Some people might even consider him the real brains behind the outfit.
However, Munger is hardly a carbon copy of Buffett: Munger is known to be a Republican, whereas Buffett has generally supported Democrats. Buffett devotes his time almost exclusively to his [...]

Bogleheads On Retirement Planning

Along with getting started early, one of the most successful strategies for accomplishing a secure retirement is planning ahead for it.
The Bogleheads are here to help guide your way.
It was these experienced, knowledgeable and altruistic investors from the Bogleheads (formerly Vanguard Diehards) forum who first helped guide me on my “quest to conquer the markets” [...]