Category Archives: Investing

Weekend Reading – Personal Finance, Money Management, and Investing

Personal Finance Not all robo-advisors are created equal (WSJ) Money Management Tactical Asset Allocation Update – May 2015 (Investing for a Living) Investing Income Investing – Consumer Staples = Perfect Dividend Machines? (DGI) Growth Investing – Technical Indicator – The … Continue reading

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Huge Dividend Index Rebalance Means Massive Buy Orders for 5 Stocks

Originally posted on 24/7 Wall St.:
On the close Thursday, the S&P High Yield Dividend Aristocrats Index is set for a rebalance. What this means is the index will be rebalanced to reflect reweighting allocations across the stocks that make up…

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Weekend Reading – Personal Finance, Money Management, and Investing

Personal Finance 7 Things Things the PF Industry Doesn’t Want You To Know  (A Wealth of Common Sense) Money Management How Broad Diversification Helps Maintain Retirement Income (AAII) Investing Income Investing – How to Make Money While You Sleep (DGI) … Continue reading

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Weekend Reading – Personal Finance, Money Management, and Investing

Personal Finance Talking about money with your kids shouldn’t be taboo (Bankers Anonymous) Money Management Long Term Winners Must Adapt (TraderFeed) Investing Income Investing – Building Cash Machines (DGI) Growth Investing – Beta Strategies to Beat the Market (MarketWatch) Odds … Continue reading

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Weekend Reading – Personal Finance, Money Management, and Investing

Personal Finance More money, more problems: Being a millionaire at 35 is a letdown? (Business Insider) Money Management Schwab’s New  Intelligent Portfolios: Are they worth it? (HuffPo) Investing Income Investing – The Value of Dividend Growth (DGI) Growth Investing – … Continue reading

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Market Insight from Howard Marks

The latest memo from Mr. Marks covers his thoughts on “liquidity” in today’s markets, or the ability for me and you to sell our investments at the prices we see on our screens.  As with everything in the investing world, … Continue reading

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Market Insight from JP Morgan – 2nd Quarter 2015

JP Morgan Asset Management updated their quarterly market outlook, as of March 31, 2015, for the latest installment of ‘Market Insights’.   Each quarter, you can find this little gem of a PDF on JP Morgan’s Asset management website, including … Continue reading

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