The Financial Roadmap for College Graduates

Tweet16 Share Pin Share2 Email WhatsAppShares 18Congrats grad!  You did it!  You finished college and now you’re out on your own – try to find a job and start building a future.  But where do you start?  There’s so much advice out there – so many different options. Don’t you wish you just had a […]

Investing Tip #46: Read Warren Buffett’s Annual Letters

Tweet23 Share Pin6 Share1 Email WhatsAppShares 30One of the best ways to learn anything is to study the strategies of successful people. And when it comes to investing Warren Buffet is someone you want to learn from. Warren Buffett has never published a book on his investment philosophy, but writes a detailed letter to shareholders […]

Investing Tip #47: Set up 10% Trailing Stop-Loss Orders

Tweet10 Share Pin6 Share1 Email WhatsAppShares 17You can protect your unrealized profits by setting up a trailing stop order. As the stock price goes up, you can tell your broker to keep trailing it and sell only if it falls 10% from its highest price ever. At that point, the order gets converted to a […]

Investing Tip #48: Target Superior Investment Results

Tweet9 Share1 Pin5 Share Email WhatsAppShares 15Would you rather have average investing results or superior investing results? You probably chose the latter. Remember Graham’s quote, “To achieve satisfactory investment results is easier than most people realize.  To achieve superior results is harder than it looks.”  Work harder to achieve it. There is no short-term. Keep […]

Investing Tip #49: Don’t Buy Illiquid Shares

Tweet11 Share1 Pin4 Share Email WhatsAppShares 16Trading Liquidity, a ratio of the average daily trading volume and the shares outstanding, indicates demand and supply of the stock. While blue chips shares have generally high trading liquidity, shares of companies with small capital or small free float   has low liquidity. You may not find buyers or […]

The Pros and Cons of a Roth 401k

Tweet47 Share4 Pin24 Share12 Email WhatsAppShares 87This year, my employer started offering a Roth 401k for the first time.  Although they’ve been around for a couple of years, only recently have more and more employers started offering them.  I’ve been contributing to my traditional 401k since I was first able to, so I wasn’t sure […]

Key Value Stock Fundamentals for Screening Stocks

Tweet27 Share Pin3 Share2 Email WhatsAppShares 32The hardest part of deciding where to invest is actually deciding what criteria you want to look for in a company. I am a huge value investor, and look for solid companies that can be purchased at a discounted price (maybe due to bad short-term news). The trick to […]

Key Value Stock Fundamentals for Screening Stocks

Tweet27 Share Pin3 Share2 Email WhatsAppShares 32The hardest part of deciding where to invest is actually deciding what criteria you want to look for in a company. I am a huge value investor, and look for solid companies that can be purchased at a discounted price (maybe due to bad short-term news). The trick to […]

Can You Use a 529 To Pay For College Overseas?

Tweet14 Share3 Pin2 Share4 Email WhatsAppShares 23Traveling abroad is exciting, yet few college students get to have this experience, simply because they didn’t know how to make it an affordable and accessible option. While most students want to go abroad and learn while being immersed in another culture, the staggering cost is a huge obstacle […]

How To Find Out Who Owns Your Student Loans

Tweet18 Share Pin23 Share3 Email WhatsAppShares 44Once you graduate or resume paying your student loans after a period of forbearance, you may find that your student loan servicer has changed. Unfortunately, the task of finding and paying the proper company rests on the borrower, along with other facts you probably didn’t know about your student loans. […]