There is no new article this week. But here are some older articles that I specifically recommend to review & re-read. These three articles mainly talk about DIY investing covering issues to be aware of related to mutual funds, index funds, and personal finances.
Index Funds & The DIY Investor Herd
The Unfortunate Baby Boomers (The Mutual [...]
Archive for the ‘101 KNOWLEDGE’ Category
Articles To Review II
Posted in 101 KNOWLEDGE, tagged DIY Do It Yourself investor, Getting started with personal finances, Investment principles, mutual funds, retirement lies, Should I invest in index funds and ETFs? on October 9, 2009 | Leave a Comment »
Sell or Hold A Depressed Investment?
Posted in HOW TO, tagged DIY investing, If I sell I will lose money, sell or hold an investment?, Things to consider when selling a down investment, WARREN BUFFETT, What to do with a stock that is losing money? on July 31, 2009 | Leave a Comment »
A situation that many investors find themselves in is they purchase shares in a company, and then see the market value of the shares plummet. During hard economic times they may also see the company lose money, operate poorly, or their financial condition deteriorate. They hope that the company will get better, profit, and along [...]
Index Funds And The DIY Investor Herd
Posted in HOW TO, tagged WARREN BUFFETT, Benjamin Graham, DIY Do It Yourself investor, DIY investing, How to start investing, avoiding the herd mentality, low cost index funds, ETFs, index mutual funds, index linked GICs, couch potato strategy, David Dodd, the myth of index funds, Efficient Market Theory, Burton Malkiel, John Bogle, Should I invest in index funds and ETFs?, What should I invest in?, How do I invest in an index fund? on July 23, 2009 | 4 Comments »
The DIY (Do-It-Yourself) investor crowd has been growing over the years, as average investors saw their portfolios devastated. They experienced enormous investment losses from the two most recent crashes in history (credit crisis / housing bust, and the technology / dot-com bust). The average investors invested mainly in mutual funds, and the average DIY investors [...]
Personal Finance III – Practical Steps
Posted in HOW TO, tagged DIY investing, Getting started with personal finances, How to build wealth, How to start investing, Investing skills, Investor development, Learning to invest, Personal finance, steps to personal finance, The first step to investing on June 25, 2009 | 1 Comment »
This series of personal finance articles take a different perspective than what you would ordinarily find on blog and other sites related to the topic. The first article in this series [Personal Finance I, The Essential First Step To Investing] discussed the importance of personal finance, as the first step to investing. It discussed how [...]
Q&A: Preferred Share Prices, Yields, The Fed Rate
Posted in HOW TO, tagged corporate debt instruments, preferred shares, preferred stock dividends, Standard Charter, wells fargo cumulative preferred on June 22, 2009 | Leave a Comment »
Reader Question: What is behind the price movements of preferred shares. They work like bonds, but why do they seem to move in tandem with the issuing entity? When the Fed raises the rate, bond prices would fall, but what about preferred shares? The yields for preferred shares still seem rather [...]
Personal Finance II, Getting Started
Posted in HOW TO, tagged First step to investing, Getting started with personal finances, Handling debt problems, How to build wealth, How to start investing, Investor motivation, Personal finance, Roadblocks to personal finance on June 4, 2009 | Leave a Comment »
Too often people skip getting their personal finances in order, and jump right into learning about investing. In the last article [Personal Finance, The Essential First Step To Investing] we discussed why it is the necessary prerequisite to investing. We saw how it shared many similarities, and also creates a solid foundation of skills, knowledge, [...]
Personal Finance I, The Essential First Step To Investing
Posted in HOW TO, tagged DIY investing, How to build wealth, How to start investing, Investing skills, Investor development, Learning to invest, Personal finance, The first step to investing on May 29, 2009 | Leave a Comment »
In one of my older articles, How To Start Investing Part I, I listed getting your personal finances in order as the very first step to take in investing. In Part II, I briefly summarized the importance of that step. In this article, I will elaborate in more depth, to explain why personal finances is [...]
Financial Advisors – A Different Perspective
Posted in 101 KNOWLEDGE, tagged banking, DIY Do It Yourself investor, Do you need a financial advisor?, investment advisor, mutual funds, Selecting a financial advisor on May 22, 2009 | Leave a Comment »
Many times people ask “Do you need a financial/investment advisor?”. Perhaps a better question would be what would you need from a financial advisor?
Many people have a fixed conception of what a financial advisor is, including the advisors themselves. They also have a fixed picture of what they should be doing for you, and how [...]
