Do-It-Yourself financial and investment planning Excel spreadsheet software
Learning about personal finance and investing The investment strategy that I always suggest is a “completely passive, globally diversified, always invested, never switch to beat the market†investment strategy. This kind of investment strategy is a very low maintenance investment strategy. From many respects, you set it, and you forget it. Except for: the need […]
Why allow the financial industry to help itself to your money? This blog provides you with objective information that could solidify a lifelong commitment on our part to low cost investing. Low cost investing is how you keep more of your own investments for your family, instead of naively giving your money to the financial […]
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Lowest Cost California Tax-Exempt California Money Market Funds California Tax-Exempt Money Market Funds Table View the table below to find very economical California money market funds. This list of the lowest cost investment funds in the tax exempt California money funds group is more liable to be stable over time. Individual investors in the lowest […]
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Best US Treasury Money Market Funds with Low Costs Table of the Five Best Treasury Money Market Funds sorted by fees This provides a listing of the lowest fee index money market funds investments. The table on this webpage lists the most economical treasury index money market mutual fund investments. Very inexpensive index mutual fund […]
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Here are the minimum requirements for a good quality employer sponsored retirement plan worth staying in. First, all investment and administrative costs should be fully disclosed and rock bottom in your employer’s tax-advantaged retirement account. Second, an employee must have the choice of at least one very low cost, broadly diversified, low turnover, passively managed […]
How to prevent identity theft You should take the potential for financial identity theft very seriously, as a threat to your financial security. Identity theft sometimes entails a loss of your financial assets. However, whether or not you lose money directly, an identity theft breach can take a very large amount of your time to […]
Rational selection of equity and bond mutual funds and ETFs – An Overview Given the extremely large variety and number of available fixed income and equity investment mutual funds and ETFs, investors need a rational basis to select among them. Without scientific selection criteria and a good understanding of which factors are more or less […]
Everyone has similar, yet distinct, financial planning needs regarding their families’ financial futures. While more wealthy people (think millions of dollars) have greater complexity to their financial affairs (caused largely by our incredibly convoluted U.S. personal tax codes), everyone needs sophisticated financial lifecycle planning. Whether wealthy or not yet wealthy, families need a personalized way […]