Welcome to our new series on DIY Investing. How do you get started with investing? First: Do you know where your money is going? Step one is living within your means so you actually have money to invest, and that means budgeting, which is easier said than done. Let’s explore.
What are the downsides to indexing? Why is indexing not actually passive? Inspired by recently published articles on the topic, Chuck and Michael revisit a discussion of indexing, covered in our Q4 2010 Quarterly Report newsletter. Let’s explore.
How much money can you really withdraw in retirement? Let’s explore.
Are ETFs better for the investor, or for Wall Street?
“Wall Street is in the business of generating fees for Wall Street. Period. It’s not in the business of getting good investment results. You have to be separate from Wall Street to do that.” ~ Michael F. Price
You ask, we answer: A YouTube viewer asked how we go about putting an investment plan together for a client. Chuck and Michael discuss the process, and the difference between an investment plan and a financial plan. Let’s explore.
