Navy Federal Credit Union Youth Week $100 Bonus

Posted on April 16, 2015 // 4 Comments

Navy Federal Credit Union has solid bank and loan products, including checking accounts with ATM rebates, competitive mortgage rates, and limited-time 0% balance transfer promotions. Membership eligibility for NavyFed is primarily restricted to … [Read the rest]

LendingClub Realistic Return Expectations Chart

Posted on April 16, 2015 // 3 Comments

Thinking about investing in P2P loans? Even though I still believe that decent returns are possible, I think it is important to have realistic expectations. I've given out the following warnings since they started: You won't get the stated … [Read the rest]

Prosper vs. LendingClub Investor Experiment: 2.5 Year Update

Posted on April 14, 2015 // 28 Comments

In November 2012, I invested $10,000 into person-to-person loans split evenly between Prosper Lending and Lending Club, both out of curiosity and for a chance at higher returns from a new asset class. After diligently reinvesting my earned interest … [Read the rest]

Best Interest Rates for Cash Reserves – Updated April 2015

Posted on April 12, 2015 // 13 Comments

Our family keeps a year's worth of expenses (not income) put aside in cash reserves; it provides financial insurance with the side benefits of lower stress and less concern about stock market gyrations. In my opinion, emergency funds can actually … [Read the rest]

Lowe’s $10 off $50 Coupon Code

Posted on April 12, 2015 // 1 Comment

Updated with new coupon. As a homeowner, unfortunately there's always a use for these... Lowe's has a new $10 off $50 coupon available to everyone if you sign up for their promotional e-mails. You can use a secondary e-mail or simply unsubscribe … [Read the rest]

Wealthfront Offers Tax Loss Harvesting With No Minimums

Posted on April 7, 2015 // 9 Comments

Automated portfolio managers like Wealthfront will set you up with a diversified mix of index funds and manage it for you for a small fee. I'm an investing geek, so I always lean towards keeping the small fee and manage things myself. But an … [Read the rest]

Betterment Offers Tax Loss Harvesting With No Minimums

Posted on April 7, 2015 // 9 Comments

Automated portfolio managers like Betterment will set you up with a diversified mix of index funds and manage it for you for a small fee. I'm an investing geek, so I always lean towards keeping the small fee and manage things myself. But an … [Read the rest]

ComputerShare and Company-Specific DRIP Plans: Still A Good Option in 2015?

Posted on April 2, 2015 // 18 Comments

Here's a reader question that arrived this week: I know you write a lot about investing, but can you write a little more about ComputerShare as a way to save money vs buying stock with online brokerages. I just read in WSJ how its cheaper if you … [Read the rest]

NAPFA: Warnings When Finding a Financial Advisor

Posted on March 31, 2015 // Leave a Comment

Many people feel more comfortable with someone else helping them with their finances. A common piece of advice these days is to find a fee-only advisor that doesn't work on commission. Many times this leads to a recommendation of the National … [Read the rest]

Portfolio Rebalancing Frequency: Even Less Than Annually?

Posted on March 31, 2015 // 18 Comments

Here's another data point on the debate on how often to rebalance your portfolio to your target asset allocation. Econompic Data writes about rebalancing a portfolio back to 60% S&P 500 / 40% Barclays Aggregate Bond index from 1976-2014 and finds … [Read the rest]

The Only Two States of Your Portfolio: Happy All-Time High or Sad Drawdown

Posted on March 29, 2015 // 8 Comments

Quick question - What was the highest value ever for your investment portfolio? Now, what was the value exactly a year before that? You probably know the answer to the first question, but not the second, even though both have little to do with … [Read the rest]

The Affluent Investor by Phil DeMuth – Book for $100,000+ Club

Posted on March 25, 2015 // 6 Comments

This week I've been trying to catch up on my book reviews (you should see my "to read" shelf!), and after a good beginner book I thought I'd write about a good intermediate-to-advanced book. You've probably noticed there are a lot of starter books … [Read the rest]

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