Asset Allocation Update

Posted by Madison on April 26, 2012

Is it time to update your asset allocation? I just finished updating our asset allocation and rebalancing our portfolio. Let’s dig right in and see what it looks like right now. Asset Allocation Highlights My portfolio is built around the following asset allocation goals: Stock/Bond Allocation: My updated stock/bond split is now 70/30. We were […]

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Meet the new writers! Over the next two weeks, you’ll get to meet all of our new writers. Our first writer this week is Don. Don writes about personal finance topics that include investing, saving, debt, the economy, and retirement. You can read more about Don in his bio. Welcome Don! Like most investors, you […]

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Betterment Review and $25 Sign Up Bonus

Posted by Madison on September 27, 2011

Everyone knows I’m the first to sign up for a new account if there’s a sign up bonus. So when Betterment showed up, of course I opened an account for the free $25! But beyond the sign up bonus, what exactly is Betterment and how does it work? Here are my thoughts after opening my […]

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$50 Sharebuilder Bonus for Existing Accounts

Posted by Madison on September 21, 2011

Sharebuilder is giving out bonuses again! You can earn $50 from Sharebuilder, and the good news is that you can take advantage of the bonuses even if you already have an existing account, a rare free money deal! Free Money week continues with the Sharebuilder bonus. In case you didn’t get the email from Sharebuilder […]

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TradeMonster Review

Posted by Kate on August 30, 2011

As you know, we’re big fans of a total market approach to investing and tend to use index funds rather than trading actively. However, we also like ETFs as part of our overall portfolio. Since ETFs are traded on the stock market daily, a low-cost brokerage like tradeMONSTER can be a great way to include […]

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OptionsHouse Review

Posted by Kate on July 20, 2011

Since we looked at that great Dell offer from OptionsHouse (remember, it expires July 31, 2011!), it makes sense to take a look at all that OptionsHouse has to offer as a brokerage. Their rock-bottom prices and low account minimums make them a great choice for the casual investor while their sophisticated platform will appeal […]

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Betterment $25 Sign Up Bonus

Posted by Kate on June 3, 2011

Looking for a new, simple place to invest? This week’s Free Money Friday offer from Betterment may be for you! Betterment is offering a $25 sign up bonus for 5 minutes of your time. How to Get Your Sign Up Bonus Open a new Betterment account. Make an initial deposit of at least $250 within […]

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Our asset allocation in the past was based strictly on our retirement funds that I can control at a 88/12 stock/bond asset allocation. Then I worked on adding phantom bond allocations to incorporate the net present value of our pension plans and analyzed the impact of including the same for possible social security benefits. The […]

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The Overzealous Stock Market Operator

Posted by Madison on May 11, 2011

This is a story that a reader Joe, shared with me a few years ago. With the stock market again gaining momentum, it’s a great reminder for everyone about what can happen when you ignore your time horizon and focus only on current market conditions. In your early 20’s, you never know when you will […]

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Best Online Discount Broker Comparison

Posted by Madison on May 10, 2011

Each time I look at a new discount broker, the first thing I do is see how it stacks up against some of the best discount brokers I already use. With the new offer from OptionsHouse, I wanted to see how they stack up. As a benchmark, I always begin my comparison with Scottrade, an […]

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