investments

Is socially responsible investing worthwhile?

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You may wish to invest your money in line with your values, but what are the costs to socially responsible investing? … Read More

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Roth, IRA, 401(k), oh my! How to figure out where to put your investment money

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If you’re confused about where to put your investments and in what order, I break it down to a simple order. … Read More

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More earnings than contributions: your next retirement tipping point

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I finally achieve the point in my retirement savings where I have more earnings than I do contributions, and I talk about what this means. I started my first Roth IRA when I was two years out of college. At … Read More … Read More

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Glide paths, or why even simple money decisions aren’t always so simple

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Target date funds use differing ways to adjust investments over time, showing that even simple money decisions have unexpected complexity. I’m not here to suggest specific investments for your money. Not only is it a legal thing, but to me … Read More … Read More

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Look sign

Start checking your investments!

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When I started at my last job, I signed up for the 401(k). (A 401(k) is one of the most lucrative ways that you can invest in a tax-advantaged way with scale.) I picked some investments, a reasonably diversified set … Read More … Read More

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Brake lights

Stop checking your investments!

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I own a home, but I don’t think of it as an investment. I know many people do, and with the crazy housing market that exists in some places (including, let’s be honest, my own city), it’s understandable. But as far … Read More … Read More

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Train track junctions

6 example ways to invest your 15%

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Save 15% for retirement. You’ve heard it all before. And now you know how you determine how to determine which investment vehicles comprise that 15%. But with so many different options and scenarios, it’s easy to get lost. So here … Read More … Read More

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72

Why I love the Rule of 72

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WARNING: This post contains math. (But you knew this with a title like that.) How long will it take an investment to double? It’s a good question. And while doubling itself isn’t the most important aspect of an investment, it’s a … Read More … Read More

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Don’t plan for a 12% return (but earn it anyway)

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  WARNING: This post contains math. How much return do you expect to make on your stock market investments? (Don’t say zero.) There are those who will say that you can expect to earn a 12% return on your investments … Read More … Read More

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