Editors Pick

What Is Fractional Trading (And Are Fractional Shares Worth Buying?)

Finally! If there’s one thing I missed since the days of investing in mutual funds, it’s that I can specify how much, in exact dollar amounts, I want to invest. That’s because a few of the major brokerages started offering the ability to buy fractional shares. Charles Schwab even trademarked a fancy name for it…

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Financial Planner vs. Financial Advisor: What’s the Difference?

I got a call from a Fidelity rep recently. He explained that my old financial advisor left the firm and he wanted to introduce himself, just in case I needed assistance. It’s too bad we never know when our contact leaves before the split happens, but at least they called me to let me know…

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Investment Mistakes To Avoid in 2020 (And Beyond)

What a roller coaster of a year 2020 has been. It’s usually a mistake to believe that “this time is different,” whenever a crisis happens. However, this year is one that seriously challenges the accepted truth. Between an unprecedented pandemic and lock down, an election with major consequences, and an uncertain road to both Covid-19…

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Is Your 401(k) Investment Portfolio Too Conservative?

A 401(k) gives you a ton of options, allowing you to invest in everything from value funds to specialized funds to ETFs. But for most people, trying to decide which mix of funds makes for the ideal 401(k) investment portfolio is confusing and complicated.

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Things You Need to Consider When You Are About to Retire

Hopefully your retirement is a lifelong goal you (and potentially your spouse) are working towards. Or maybe it’s a scary transition you have no idea if you are ready for. Regardless, it can be difficult to figure out the perfect time to actually quit work for good. If you are nearing the end of your…

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