Mid Year Investment Portfolio Update

Posted by Madison on July 28th, 2008

Mid year is a great time to review your portfolio and asset allocation. It’s the first task I listed in 10 Important Tasks for Your Mid Year Checkup. Since we’ve had a few big changes in our life lately, we’ve tweaked our portfolio to account for the new lifestyle. Here’s a closer look into our [...]

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4 Things to Consider When Picking the Right Investments

Posted by Madison on July 22nd, 2008

This article is a guest post by Rich Leverage, author of Rich Credit Debt Loan. Rich focuses on leveraging debt instead of eliminating it… clearly a strategy that I’m fond of. If you enjoy the article, please consider subscribing to his feed. Why do some people succeed in the stock market like crazy and other [...]

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10 Important Tasks for Your Mid Year Checkup

Posted by Madison on July 7th, 2008

We’re half way through 2008. It’s a great time to do a mid-year checkup of your financial situation. Here are a few of the topics that I like to revisit in the summer to make sure that we are on track! 1. Asset allocation rebalancing. Have you rebalanced your portfolio lately? With the decline in [...]

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Diversification of Income

Posted by Madison on April 21st, 2008

“Don’t put all your eggs in one basket” is a common phrase for investing, but it also applies to your income. Diversifying your income streams is a great way to position yourself against the unknowns: job loss, downturn in the market, business failure, etc. We made a goal to work on diversifying our income. Here’s [...]

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Stock Splits 101

Posted by Madison on April 9th, 2008

Many investors get excited when a company issues a stock split. What is a stock split? Is it good or bad? How does it affect your investment? Let’s take a look at how a stock split works and what is in it for you! What is a stock split? A stock split is when a [...]

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