Can You Have a 401k and an IRA at the Same Time?

Posted by Madison on April 12th, 2010

A few people that I’ve talked to recently thought that because they had a 401k at work, they couldn’t open an IRA. Not true! Let’s take a closer look at investing in both an IRA and a 401k at the same time. Since the 2010 tax deadline (which is also the last day to contribute [...]

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Which is Your Favorite Discount Broker?

Posted by Madison on April 5th, 2010

I’m reevaluating the discount broker scene to add to our emerging market holdings, specifically looking for the best discount brokers. When we made changes to our most recent asset allocation to include more international exposure I identified the need to pick up more emerging markets, in an ETF instead of index funds. I hold a [...]

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OptionsXpress $100 Sign Up Bonus

Posted by Kate on April 2nd, 2010

This week’s Free Money Friday is a great one for anyone looking for a new brokerage. OptionsXpress is offering $100 for new customers when they open an account! How to Get Your Sign Up Bonus Open and fund an OptionsXpress account with $500 by December 31, 2011. Execute three trades within 12 months of opening [...]

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It’s that time of year again! Time when I look at our asset allocation and convince myself to take on more international exposure in our portfolio. After making the update, here’s what our target asset allocation looks like. International Asset Allocation Changes When we started using a total market approach for our portfolio I began [...]

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Social Lending Arbitrage Steals My Attention

Posted by Madison on February 22nd, 2010

Social lending arbitrage. It’s the newest finance game in town. A reader, Derek, shares the details of how to pull off this fascinating arbitrage strategy. A special thanks to Derek for sharing his story with all of us! Social Lending Arbitrage Explained Let me tell you about my arbitrage strategy that I’ve used successfully for [...]

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