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S&P 500 Return Beats Super-Rich Investors in 2010

by Flexo

The year 2010 was an anomaly. Usually, the members of the Institute for Private Investors, a country-club type of investment group that only welcomes you if you have $30 million in investable assets, beats the S&P 500 benchmark in terms of average annual returns. Looking at the latest ten-year average return, that’s what we see. ... Continue reading this article…

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May 12: $50 Gift Card and Free Morningstar Subscription

by Flexo

To continue Giveaway May at Consumerism Commentary, I have a great deal for all you investing junkies out there. In fact, today’s giveaway is sponsored by Investor Junkie. I’m excited to be working with Investor Junkie for today’s giveaway. Thanks to his connections, Investor Junkie is able to provide today’s giveaway winner one year’s free ... Continue reading this article…

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Ally Bank in Talks to Buy ING Direct

by Flexo

Update: Capital One has purchased ING Direct. A little less than eighteen months ago, I mentioned that ING Direct was scheduled to be sold off. The online bank’s parent company, ING Group, received taxpayer assistance. The plan is for ING Group to sell ING Direct USA to pay back the European Commission. The New York ... Continue reading this article…

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Life After Salary: 401(k) Rollover

by Flexo

A few months ago, I initiated the process to roll over my pension to an IRA at Vanguard. Leaving my job early, but after having worked at the company long enough to be vested in my pension, I chose to receive a lump sum of my accrued pension, about $18,000, rather a lifetime annuity of ... Continue reading this article…

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The Good Side of Stocks’ Lost Decade

by Rob Bennett

This is a guest article by Rob Bennett, a personal finance journalist and author of the blog A Rich Life. Rob developed the Passion Saving approach to money management; Passion Savers save not to finance their old-age retirements but to enjoy more freedom and opportunity in their 20s, 30s, 40s, and 50s. Most view the ... Continue reading this article…

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How to Track Gold and Silver Bullion in Quicken

by Flexo
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Despite the convenience of Mint.com for tracking personal finances, it’s not flexible and in-depth for my needs. I’ve stuck with Quicken as a desktop program for many years. It’s unlikely I’ll move my data to the “cloud” until Mint.com or a similar service provides all the functions included in Quicken. Even the desktop version of ... Continue reading this article…

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Working With a Financial Adviser: Demystifying Certifications

by Flexo

This is a series on finding, selecting, and working with financial advisers or planners. Recently, I evaluated the types of financial professionals to help readers start on the right track. This article looks at the varied professional designations and certifications. With a number of organizations granting different types of financial certifications, it’s easy to get ... Continue reading this article…

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Are Stocks Too Risky?

by Flexo
Cliff climbing

When it comes to investing for the future, there appears to be an interesting dichotomy. The typical financial advice marketed to the middle class — upper and lower — calls for long-term growth through investing in the stock market. The typical sales pitch — and I use “sales pitch” as a general term, not necessarily ... Continue reading this article…

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