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  • Happy Hour: Athlete Stocks And Other Signs Of Exuberance

    October 25, 2013

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    Jon

    Welcome to the end of the week and another edition of Happy Hour! Just sit back, relax, and enjoy your end of the week roundup of all things interesting in the land of money.

    Athlete Stocks

    The idea of investing in people isn’t new. The last big celebrity offering was David Bowie in 1997. The Bowie Bonds were tied to his intellectual property. That song catalog of his still made money and you could own a piece of that revenue stream. It was an opportunity for Bowie to get access to some of that material’s value immediately while investors earned a decent interest over time. A side note, for Bowie it was perfect timing, right at the peak for music before Napster came along and killed the industry. Continue Reading…


  • Year End Tax Tips To Plan Now

    October 24, 2013

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    Jon

    Year End Tax TipsWe’re a few short months away from the end of the year. Pretty soon it will be a new year and tax season again. This leaves you with a couple of options. One is to put things off till January or do the last-minute rush in April. The other, is to start planning now and make the most of your tax savings. Plus the end of the year is a great time to knock out a bunch of financial stuff all at once. Here are a few year end tax tips to get you started.

    Prepare Early

    The best place to start is with last years tax return. If you haven’t had any major life changes this year, it will be painless – just use the same information. But not everyone is that lucky.

    Many life changing events like a marriage, divorce, new baby, or new home can all trigger potential credits or deductions. These are all opportunities to save on taxes. Take the extra time to sort through everything. Continue Reading…


  • Happy Hour: Nobel Prizes & Debt Deal

    October 18, 2013

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    Jon

    Welcome to the end of the week and another edition of Happy Hour! Just sit back, relax, and enjoy your end of the week roundup of all things interesting in the land of money.

    Nobel Prizes

    This week kicked off with the Nobel Prize in Economics being award to three economists, Fama, Shiller, and Hansen, each with differing views on market theory. This Bloomberg article sums up best what each has brought to the efficient market table. Continue Reading…


  • Best Mutual Fund Screener Online

    October 16, 2013

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    Jon

    Even though ETFs are all the rage, mutual funds and low-cost index funds are still the investment of choice for most investors. With tens of thousands of funds to choose from, building a solid portfolio isn’t easy. That’s where a mutual fund screener comes in handy.

    Like any great stock screener, a good fund screener narrows down your choices by filtering through different criteria to find the funds that meet your goals. Once you have a small list to choose from researching each one should be easy too.

    Since mutual funds are built for most investors, the best mutual fund screener should be too. It should be easy to use and understand. You shouldn’t need a manual for a simple screen by category, asset class, and cost. Once you have the results, the site should have all the fund information you need to make an informed decision before investing. The best part is, all the screening tools below do that and each one is free. Continue Reading…


  • Happy Hour: Twitter IPO And Yellen

    October 11, 2013

    ·

    Jon

    Welcome to the end of the week and another edition of Happy Hour! Just sit back, relax, and enjoy your end of the week roundup of all things interesting in the land of money.

    Twitter IPO

    Twitter announced its IPO plans recently. I have no idea if it’s a good investment and probably won’t waste much time trying to find out. Probably, because we’re about a month away from the IPO day. A mistake in an early draft of the S-1 would put the IPO on Nov. 15.

    Between now and then, the news media will bombard us with IPO headlines. The New York Times kicked it off with this rather good article about how Twitter came about. Continue Reading…


  • Does A Target Maturity Bond ETF Fit Your Portfolio?

    October 10, 2013

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    Jon

    target maturity bond etfThe writing has been on the wall for a while about rising interest rates. This year, we saw exactly what this move does to bond funds, as rates rise, the price of bonds fall and the value of bond funds fall with it. One way around this is to own individual bonds (I’ve highlighted others like floating rate bond funds). A target maturity bond ETF might be another option.

    One of the benefits of owning an individual bond is the fact it has a maturity date. It’s an end date. The bond matures and you get your money back. That doesn’t exist with a bond fund. Of course, when you own individual bonds you lose the diversification a bond fund offers. But what if you could combine the two? Well, a target maturity bond ETF brings a maturity date to a diversified bond fund.

    What Is It

    A target maturity bond ETF holds a basket of bonds that mature in the same year. Once the bonds in the fund mature, the fund is closed, and you are paid out. Continue Reading…


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