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Investing

It Was a Fine Week For Stocks (For Me)

by Luke Landes

After stocks were approaching long-time highs, by the end of the week everything was falling. That’s great news! While I’m still in investing mode, I like to buy when values are down. Part of my paycheck is automatically invested into a 401(k) every other Friday, so perhaps I’ll be getting good prices for my various ... Continue reading this article…

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Latest ShareBuilder Promotion

by Luke Landes

Updated June 24, 2010. I’ve had good experiences with ShareBuilder so far. A while ago, I took advantage of their $50 bonus to receive $46 in a free ETF ($50 minus a $4 transaction fee). There is a new promotion code that will provide you with $25 after your first trade. Visit ShareBuilder through this ... Continue reading this article…

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Tim Middleton’s Bad Mutual Funds

by Luke Landes

Over on MSN Money, Timothy Middleton warns the public about seven “bad” (poor-performing, actually) mutual funds. Luckilly, I don’t own any of them. I own various types of broad index funds except for a few more specific funds offered by my 401(k) — I don’t have a choice. Anyway, Middleton has specific advice for holders ... Continue reading this article…

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Bad Loans In China

by Luke Landes

Are you invested in China? According to this article, the Chinese economy isn’t exactly sound. If the author of the article, Minxin Pei, is correct, I don’t see how China would make a good long-term investment. Systemic economic waste, bank lending practices, political patronage and the survival of a one-party state are inseparably intertwined in ... Continue reading this article…

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Comments From The World’s Richest Person

by Luke Landes

Bill Gates almost regrets being the world’s richest person, with about $50 billion. According to a short interview, he doesn’t like the visibility. The interesting part of the interview is that the founder of Microsoft admits he has learned everything from Warren Buffett, who is now, thanks to Gates, the world’s second richest individual. The ... Continue reading this article…

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TIAA-CREF Funded My SEP IRA!

by Luke Landes

TIAA-CREF has finally come through! You may have been following the saga. If not, here’s the short version: In order to reduce my tax liability from self-employment income, I wanted to open a SEP IRA. The SEP IRA lets you contribute tax-free beyond the Traditional/Roth IRA limit, but only as an employer. I employ myself ... Continue reading this article…

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TIAA-CREF Didn’t Fund My SEP IRA

by Luke Landes

In order to reduce my 2005 taxes a little, I decided to throw some of my self employment income into a SEP IRA. The great thing about SEP IRAs is that I can invest above and beyond the normal contribution limit for Traditional and Roth IRAs as well as beyond the employer 401(k) plan offered ... Continue reading this article…

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The Kirk Report

by Luke Landes

Kudos to The Kirk Report‘s Charles Kirk, whose blog is the top story on MSN Money, after bring featured in Barron’s magazine recently. The MSN article focuses on Charles’ strategy for beating the S&P 500. Kirk relies mostly on screens to find his stock candidates. One of his favorites, according to Barron’s, is a screen ... Continue reading this article…

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Yet More Hedge Fund Fraud

by Luke Landes

The bad news for the hedge fund industry just keeps coming. [Kirk] Wright is on the lam after federal officials charged him with fraud, claiming he sent statements saying that his funds, managed by Atlanta-based International Management Associates, had over $150 million invested when the accounts in question held only $150,000 — about the only ... Continue reading this article…

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Status: Free Money Invested, Transaction Fee Recovered

by Luke Landes

Click here for the latest Sharebuilder promotion, a $25 bonus. Way back in August, I took advantage of a ShareBuilder promotion that gave me $50 for investing. With the free money, I bought $46 worth of IYZ, the iShares Telecommunications ETF. The other $4 was ripped from my clenches as a transaction fee. I’m happy ... Continue reading this article…

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Thinking About The Future

by Luke Landes

Most of my investing is for the future — the far future. While I can’t predict what the future will bring, other people have some good ideas. Take global warming for instance. Sure, there’s a lot of political disagreement about the science, but all sides agree the Earth’s climate is changing regardless of the causes. ... Continue reading this article…

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Tracking Restricted Stock in Quicken

by Luke Landes

As I mentioned earlier today, employees in my company have been granted restricted stock, vesting in three years. I decided to do some research to try to determine how to track the value in Quicken, which I use for tracking my personal finances. From what I can tell through some Google research, you don’t track ... Continue reading this article…

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Worrisome Market

by Luke Landes

I recently increased my pre-tax 401(k) contribution from 4 percent to 6 percent. It’s not a huge jump, and my company only matches that first 4 percent, but I feel like I didn’t save as much for retirement last year as I would have liked. My first paycheck with the increased contribution will be this Friday. I’m realizing ... Continue reading this article…

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Time To Buy Gold Or Not?

by Luke Landes

The price of gold has been high. In fact, it hit a 25-year high recently. Everyone saying it’s time to buy and that prices will go only higher. Everyone is also warning investors to stay away. A pair of articles on MSN Money give you the option of choosing your point of view while having ... Continue reading this article…

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Good News If You’re Lance Armstrong

by Luke Landes

On the other hand, if you’re an investor in American Century mutual funds, you now have a good idea where your management fees and expense ratios go. Lance Armstrong has become the company’s celebrity spokesperson, and American Century’s bright marketing team will link the athlete’s struggle with cancer to “investing discipline.” American Century’s Equity Index ... Continue reading this article…

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New Free $25 ShareBuilder Bonus

by Luke Landes

Updated June 24, 2010. ShareBuilder is offering a $25 bonus to new customers by using the promotional code “25WO10.” You get $25 to use to purchase whatever stock or ETF you like. I’ve had good experiences with a $50 bonus from ShareBuilder earlier, here and updated here. Here’s the deal on ShareBuilder for those who ... Continue reading this article…

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Some Hedge Funds Must Register

by Luke Landes

The Securities and Exchange Commission has ruled that most hedge funds must register with the organization, due to fraud and other drama in the industry. Some funds will be able to escape regulation with a designation as a “private fund.” From the New York Times article: “The new rule applies only to those funds that ... Continue reading this article…

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Another Broker Settlement Ordered – UBS

by Luke Landes

UBS is the latest brokerage being charged for deceptive trading practices. The company agreed to pay a $54 million settlement, $18 million of which will go back to wronged customers.

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Articles For Thursday

by Luke Landes

Here’s a snapshot of some of the reading I managed to sneak in while getting real work done in the office. As you can see, I didn’t have too much time today. * Why it’s smarter to buy a home rather than rent [focus] * Wall Street has a crush on Google but investors may ... Continue reading this article…

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Quick Guide to Asset Allocation

by Luke Landes

Rex Moore from The Motley Fool has posted Four Rules for Asset Allocation. It’s a quick general overview of where you should keep or invest money based on when the funds will eventually be needed. Rule No. 1: If you need the money in the next year, it should be in an interest-bearing savings or ... Continue reading this article…

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