Category: Invest

There’s many personal finance apps and tools available but which one is best? This article introduces some of the most popular personal finance apps that people use for net worth tracking, budgeting, and investing. Net Worth Net Worth is a measure of one’s financial health. It’s a key indicator and data point of financial health…

Fidelity Investments, also referred to as Fidelity, is a financial services investment firm and is a solid brokerage for investors. It boasts over 40 Million individual investors and has $11.1 Trillion in customer assets under administration1. The company has a long history and reputation and offers low-cost mutual funds and ETFs, advice, and other services.…

Investing in real estate rental properties is different than investing in stocks and bonds. There are pros and cons to each and the jury is out which is the better investment choice. As a realtor, I’ve had many clients find themselves becoming landlords but a surprising number did not take advantage of the many tax…

The Bureau of Labor Statistics tracks the consumer price index (CPI) which measures the average change in prices over time that consumers pay for a basket of goods and services. In October 2021, this number was 6.2% — a 30 year high for inflation. Whether or not this inflation is short term or “transitory,” people…

I’ve followed Jim Cramer and Mad Money for 15+ years. Jim is a staple on CNBC and when I worked for an investment bank, the office TV monitors were always tuned to CNBC and Jim was always on.  Jim is no doubt a smart guy — Harvard educated with a long career as an investment…

A 401(k) employer match is free money. Free money combined with the power of compounding is your chance to supercharge your retirement savings.  Many employers match your 401(k), Thrift Savings Plan, or 403(b) contributions. This means your employer contributes a certain amount to your retirement savings plan based on the amount of your own annual…

The idea of retirement is scary to some because of the uncertainty and unknown associated with a timeframe so far in the future. When you are young, many can’t even fathom what retirement means and don’t even think about planning for it. The biggest long term financial goal that most people have is saving enough…

This article provides a step by step guide on how to buy stocks on TDAmeritrade. We’ll go through the end to end process of buying a stock from account opening to trading your first stock. TDAmeritrade History and Background The company was founded as Ameritrade in 1971. In 2006, Ameritrade acquired the US operations of…

Teaching teens and young adults how to save and invest is a great way for them to learn good financial money habits. A child under age 18 cannot sign legal documents or open a savings or brokerage account. However, parents can open a bank account and brokerage account for their child and when a child…