$50 Signup Bonus For TradeKing Brokerage With Referral

TradeKing.com has a new $50 sign-up bonus expired! for new accounts as part of celebrating National Friendship Day. If you get a referral from an existing account holder, fund it with at least $1,000, and make a trade before August 30, both people … [Read the rest]

Tip Jars Are Everywhere! Should We Fight Back Or Give In?

I was buying some snacks from a local convenience store today, and lo and behold, a tip jar! You want me to tip you for... what, taking my money and giving me change exceptionally well? Coincidentally, I just ran across this Christian Science … [Read the rest]

Vanguard Group Found To Be Leader In Client Loyalty

I know I haven't finished my 401k rollover series yet, but whenever a family friend asks where they should put their old retirement plan assets, I always say Vanguard. They certainly aren't the only good company out there, but they do have a lot of … [Read the rest]

Reader Question: Pay Off Credit Cards vs. Invest Your Money?

I've gotten a few variations of this question recently: I've only got about $5,000 in savings and about $4,000 in credit card debt. I'm not sure if I should pay off my cards first before I decide to invest or what. I'm just looking for a way to … [Read the rest]

Parental 401(k) Check-up: Do You Know All The Fees You’re Getting Hit With, Mom?

It's time to examine my mom's 401(k) plan. The first thing that I wanted to do was to get an idea of what kind of fees she was paying. There are three basic types of fees, according to the Dept. of Labor: Plan Administration Fees - Like the … [Read the rest]

Open Houses From A Buyer’s Perspective

We did an Sunday Open House run yesterday, checking out some of the the different neighborhoods available to us. Some observations: Beware of the sign-in sheets. Address? Phone number? E-mail? No way. I've since realized that Open Houses … [Read the rest]

Another Free iPod Nano Offer From KeyBank

KeyBank is once again offering a free iPod Nano for opening a checking account and making either two direct deposits or automated payments of $100 or more. Last time around, online ACH transfers from another bank worked fine as a direct deposit, … [Read the rest]

How Often Should I Rebalance My Investment Portfolio? A Brief Article Review

I feel like my last post about rebalancing wasn't as thorough as I'd have liked it to be, so here I go again, adding some quick definitions and including a review of several research articles about the subject. What is Rebalancing? Let say you … [Read the rest]

A Glimpse Into My Side Business Wanderings: Simple Websites

Sometimes I am truly amazed by the internet. I can get an idea on a Friday night while talking with friends, go home, buy a domain name, create a website, upload it to a server, and have it live to the entire world before morning. I don't need to … [Read the rest]

Note To Self: Rebalance Your Portfolio!

It's been over a year since I came up with my current asset allocation mix, and I should really rebalance my current portfolio to match those percentages again. It really should only take a few minutes of spreadsheet math and some clicking online, … [Read the rest]

401k/403b Rollovers: Should You Move Your Old Retirement Plan To Your New Employer?

Let's continue with the 401k/403b Rollover discussion. Previously, I explored some possible reasons to keep your old employer's plan. The next option to consider (if only briefly) is to transfer your 401k/403b assets into your new employer's … [Read the rest]

Hedge Funds: Too Sexy For My Money

You have probably heard of hedge funds, which are investment funds somewhat similar to mutual funds in they pool together money from different investors, but with the very important difference that they have virtually no limitations on what they can … [Read the rest]