Every so often it pays to go ahead and review your portfolio. With 2014 over, I spent this week checking up on things to make sure we’re staying on course with our investments. Since I’m looking at our accounts, I thought it might be helpful to explain our process and strategy. Index or Actively Managed […]
One of my goals for Couple Money is to highlight personal finance sites, book, and people that I think can help you with your finances. I mentioned earlier this week that I enjoyed reading Norma Yaeger’s book, Breaking Down Walls. Her memoir was a mix of the personal with her story about building a successful career in […]
While I enjoy brushing up on finances with a good book even now again, I also love reading beyond the numbers. I finished reading Breaking Down the Walls and it is one of those books that make finance (in this case investing) fascinating and part of it is the perfect mix of memoir, money, and […]
June is the most popular month of the year to get married. If you’re planning on tying the knot this month or recently did, the first thing on your list – after paying off debt for wedding costs – should be devising a mutual investing strategy. If you openly discuss the topic of finances with […]
Just wanted to let everyone know that tomorrow night I’ll be a guest on Streettalk Live (KSEV Houston) hosted by Lance Roberts. Saving, Investing, and Retiring as a Couple As far as I know the topics for discussion is about saving, investing, and retirement. How it will start and where it goes from there, you’ll have […]
Like many couples, we are blessed with great family and friends. Having them has made our lives better and we love celebrating big events like wedding and baby showers with them. When deciding what to give we tend to agonize over what would be the most helpful for our loved ones. One option that we like is […]
Happy Friday! As you’ve probably heard, Facebook will begin trading on Nasdaq this morning. From all the media coverage, it certainly looks like it’ll be a big splash today with Facebook offering to 421 million shares. It looks like many ‘regular’ investors are looking to jump in and invest. That might not be a good idea, […]
Today is a beautiful day; not only has the weather been quite mild here and will continue for the rest of the week, but today Betterment announces a couple of big changes. Both of them are huge pluses for investors. Before I get into the details of their new IRA offerings and the lower fees, […]
