Posts Tagged with "Investment"

Should you invest in Gold?

Monday, May 17, 2010

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Image by dieselbug2007 via Flickr Over the past few years, the stock market has been tanking. All the while, Gold has been going up and up, seemingly without limit. So why not invest a larger portion of your portfolio in gold?  After all, traditional wisdom says that the stock market and gold are negatively correlated [...]

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Economic Outlook (Guest Post)

Wednesday, May 12, 2010

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Image by artemuestra via Flickr The following post was written by Thomas King, a CPA and financial planner based in Kansas City.  The following letter was sent to his clients last week, and he allowed us to repost it in its entirety. These views are not necessarily reflective of his firm, CBIZ. As you are [...]

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Stock Research – 10k’s

Friday, April 9, 2010

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Image by rahulsfdc via Flickr I’d like to start a little series on the important financial statements that every public company has to issue. This will cover a brief overview of the annual report (10k) as well as 3 of the most important financial statements that you should look at before deciding to invest in [...]

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The Power of Compounding (and saving now)

Tuesday, March 30, 2010

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Image by Beatriz AG via Flickr Two Hypotheticals: Planning for a Rainy Day In scenario 1, you invest 5 grand at the end of each year for the next 10 years. After 10 years, you don’t invest a dime until you retire (at the end of year 30). Thus, you’ve invested $50,000 total. In scenario [...]

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Application Launch – Analyze your Finances

Tuesday, March 23, 2010

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Image by sbwoodside via Flickr For the last few months, I’ve been hard at work on a comprehensive system for determining what to do with your money. I’ve spoken with financial advisors, friends and family, working to establish the easiest and most effective way to give you a personalized financial report. And now, it’s ready [...]

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NY Times on Annuities

Thursday, February 4, 2010

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Image via Wikipedia The NY Times has an interesting article on lifetime annuities here. Basically, a retirement annuity is when you give an insurance company an upfront lump sum of cash, and they provide you with smaller guaranteed payouts for life. My favorite part of the article is how commission based financial advisors can no [...]

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Your Home is Not an Investment

Sunday, January 17, 2010

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Image by thinkpanama via Flickr Those real estate agents are tricky, prone to all sorts of chicanery. They will tell you things like “oh, this home is a great investment!” and fill your head with dreams of your home doubling, or even tripling in value.  Certainly, you will live here and raise a family here, [...]

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What are Index Funds, and why should you care?

Wednesday, January 13, 2010

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Image via Wikipedia Here’s my first post on investments to buy that aren’t cash or short term cash equivalents. Read up, it’s important. Index Funds are like a mutual fund, but they are set up to mimic indices like the S&P 500 or Wilshire 5000, etc. Here’ s the definition courtesy of Investopedia: A type [...]

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MIT Independent Activities Period- Financial Planning

Tuesday, January 5, 2010

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MIT is offering a series of classes this January for those of you in Cambridge who are interested in learning more about financial planning.  Here’s an aggregated list: Basics of Investing Paul Gunning, Planning and Guidance Consultant, Fidelity Investments Wed Jan 6, 12-01:00pm, W20-306 Tue Jan 12, 12-01:00pm, W20-407 Tue Jan 19, 12-01:00pm, W20-306 No [...]

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