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Investing Basics

What women need to know about Social Security

For many of us women, Social Security will be an important part of retirement. It’s important to know how it works so you can maximize it. Let’s get to it! “The information encoded in your DNA determines your unique biological characteristics, such as sex, eye color, age, and Social Security number.” – Dave Barry   …

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Investing Basics

Investing for Veterans: take advantage of your options

In honor of Veteran’s Day next week, we’re discussing investing for veterans. While they have access to the same stock markets as non-veterans, they also have the advantage of some other benefits due to their veteran status. “Veterans have the skills employers want – discipline, motivation, leadership, and the ability to work on a team.” …

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Investing Basics

College funding for beginning investors

There are some tools available to parents who want to help their kids with college finances. You’ve probably heard about the skyrocketing tuition and costs at most universities. Getting started saving as early as possible will help you with these costs. “No one should be denied the opportunity to get an education and increase their …

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Investing Basics

Discover yourself as an investor

In honor of Columbus Day this week, we’re discussing how beginning investors can discover themselves as they venture into the new world. “All truths are easy to understand once they are discovered; the point is to discover them.” Galileo Galilei   Who is an investor? Anyone who owns securities, like stocks or bonds or mutual …

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Behavioral, Investing Basics

BOO! Ghoulish stories for the beginning investor

In honor of October and Hallowe’en, we have some spoooooooky investing stories to frighten you! Beginning investor should bring a friend. Don’t read these if you’re in your house alone! Scary stock downturn Once upon a time, in a land very, very close, there was a country of people and businesses who had too much …

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Investing Basics

Should beginning investors buy a REIT?

We’ve talked about asset allocation for beginning investors, and the importance of diversification too. You might have heard real estate mentioned as a diversifier. It has a relatively low correlation to the stock and bond markets. The easiest and most efficient way to invest in real estate is through a REIT.   What is a …

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Behavioral, Rules of Finance

Four things beginning investors should do to prepare for recession

Right now the stock market is strong and there is low unemployment. The economy is in good shape. Some people in the field have been warning that we are due for a recession or bear market in stocks. What’s a beginning investor to do? There are some facts that you need to know first. “Fear, …

Behavioral, Investing Basics

What’s the most important thing a beginning investor needs to know to be successful?

Note: this article contains affiliate links. “You’ve got to know when to hold ’em, know when to fold ’em, know when to walk away, know when to run.” — Kenny Rogers Contrary to popular belief, one of the most valuable tools for a beginning investor is not knowledge of stocks or money or numbers, but …