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Is Suze Orman Right, Can You Be Your Own Financial Planner?

If you watch Suze Orman’s TV programs you will hear her comment that people can be their own financial planner. Before I answer this question, I think I need to clarify what type of financial planner I believe Ms. Orman is referring to. There are several types of financial planners, but for simplicity I will … Read moreIs Suze Orman Right, Can You Be Your Own Financial Planner?

What is Your Thought on Socially Responsible Investing (SRI)?

Recently, I wrote about lending money on Prosper, which is one of the many peer-to-peer lending networks that are popping up everywhere. The post itself didn’t say anything about socially responsible investing (also known as, SRI, morally responsible investing or ethical investing). However, a lively discussion on this topic came up when Kevin stated his … Read moreWhat is Your Thought on Socially Responsible Investing (SRI)?

Choosing the Right Account for Common Savings Goals

Choosing the Right Account for Common Savings Goals 6

In the previous lesson with my wife, I taught her about various investment vehicles available at our disposal. This time we discussed choosing the right tool for the job; that is, choosing the best investment option available for various savings goals. Photo from morgueFile Common Savings Goals First, we reviewed some of the more common … Read moreChoosing the Right Account for Common Savings Goals

What Does It Means to Beat the Market and How I Did It

What Does It Means to Beat the Market and How I Did It 10

You may have heard the phrase beat the market. In this case, the market usually refers to the S&P 500 index. There are other U.S. indices such as, DJIA, NASDAQ 100, NASDAQ Composite, Russell 2000, Wilshire 5000, and many other domestic and international ones. However, the S&P 500 is by far the most used benchmark … Read moreWhat Does It Means to Beat the Market and How I Did It