The search continues for my new brokerage account. This week I opened a new account at TradeKing. My TradeKing Review I’ve written about TradeKing before, because they offered a great sign up bonus in the past. I didn’t get a chance to open an account then, but I figured now was a great time, since [...]
My search for a new brokerage account is on… first stop ShareBuilder. My ShareBuilder Review I had an old account at ShareBuilder that I haven’t used in 6 years, so I had to open a new one. Although, they wanted me to remember my user name and password from back then… and the name of [...]
If only Lending Club had existed back when we loaned money to my brother-in-law for a car. He had a new job and needed a car to get to work. After a lengthy discussion we loaned him the money. In general, I don’t like to loan family or friends money, but I do like to [...]
Starting an investment club is much easier if you can see how others have done it in the past. I reviewed the goals, responsibilities, and club business in how to start an investment club and covered our investment club portfolio and returns. A reader, Kevin, is interested in starting his own investment club. He emailed [...]
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 [...]
