Directory of Joshua’s Articles on About.com
Since going live in February 2001, I’ve run the Investing for Beginners site at About.com. Through multiple mergers, platforms, layouts, mandates, and management teams, the site has become home to a large body of my work that represents hundreds of thousands of words of content covering everything from tests of safety for municipal bonds to the benefits of using family limited partnerships to lower estate and gift taxes. I’ve received a lot of upset readers who say the new About format makes it impossible for them to navigate the site; that they want to read more but refuse to attempt to make sense of whatever the web developers were thinking. As a courtesy to make your reading easier, I have begun manually building a directory of my work that you can find here, on my personal blog. Each link will take you directly to the About article to which it is attached, which should make the whole thing easier.
Please note this is a working draft and will change. Right now, the articles are grouped according to some back-end references I need and may not make logical sense. For example, an article about tax-free municipal bonds might not be under bonds or municipal bonds but rather, taxes. Reorganization is part of the ultimate plan and there’s nothing I can do about it at the moment. Additionally, some of this content was written roughly 15 years ago. It has been migrated and converted multiple times from its original form, which involved manually writing an html file and uploading it via FTP. As a result, some of the formatting has become atrocious while some of the information is so old that it should be looked at akin to a newspaper archive. My objective is to update, clean up, and repackage this legacy content in the coming years as time allows.
Finally, one challenge I’m running into is the fact that, recently, as many of you know, significant amounts of my past writing were hidden from view and de-indexed from Google, as explained in this mail bag response to a reader who was searching for things they knew had been on the site but had somehow gone invisible. There are perhaps tens of thousands, or even hundreds of thousands, of words that even I can’t access on the administrative side nor find through search engines as they have been restricted. As a result, when I come across one of them, I am adding it to this directory and marking it as “can’t access”. If you happen to find a piece of mine that isn’t listed here (technically, if you happen to know the old URL, you can get to it aside from the fact that it isn’t listed in search engines and I can’t see it on my end), please send it to me in the contact form and I’ll make sure to update the list. At the moment, the major group I’ve excluded myself is the old glossary, which needs an overhaul as a separate project. Finally, ignore the notations to the right of some articles, they are for my own personal use.
If you wish to leave comments or suggestions for this directory as it evolves, please do so in the comment section of this post.
Update: After nearly 17 years, I have decided to resign from About.com. My resignation is effective November 8, 2017. You can read more about my decision here. I am not sure how much longer my content will be available, or be available in its original format without future edits by non-related parties, on About.com or its successor, TheBalance.com.
Current Status: 766 Live Articles Discovered and Published in This Directory
(Est. Total Exceeds 1,000 Article Pages But Need To Search De-Indexed To Include)
Investing in Stocks
These articles deal with investing in common and preferred stocks.
- Ex-Dividend Date Definition and Explanation – 1,968 words | Published 02/18/2016
- What Is a Margin Call and What Happens If I Experience One? – 2,508 words
- A Stop Loss Order Won’t Always Protect Your Portfolio – 1,624 words
- 3 Things to Know About Investing in Stocks –
436 words1,457 words - Invest in What You Know – 646 words
- Investing in Your Employer’s Stock – 836 words
- When It Comes to Investing in Stocks, Your Job Is To Buy Profits – 1,048 words
- The Key to Finding Stocks That Will Make You Rich? Focus on Return on Equity – 710 words
- The Basics of Shorting Stock – 658 words
- Making Money in Bad Companies – 606 words
- A Real Life Example of Dual Class Structures in a Public Company – 925 words
- Financial Success Requires More Than Investing in Stocks – 529 words
- Understanding Stock Repurchase Plans – 1,141 words
- Should I Invest in Individual Stocks or Index Funds? – 727 words
- What Is the Preemptive Right? – 301 words
- Seven Questions That Can Help You Select Better Stocks – 1,095 words
- 7 Signs of a Shareholder Friendly Management – 1,372 words
- Buying Stocks on Margin 101 – 1,199 words
- Don’t Buy Stocks on Margin Even if the Interest Rate Is Low – 2,168 words
- Spin-Offs vs. Sale of Subsidiaries – 714 words
- How to Buy Stock for Your Investment Portfolio – 2,540 words
- Good Stocks to Buy Often Share 3 Characteristics – 1,391 words
- The 5 Keys to Building a Good Portfolio of Stocks – 1,033 words
- The Mathematics of Getting Rich by Investing in Stocks – 1,560 words
- The Bests Stocks to Buy Are Historically Found in a Handful of Industries – 3,361
- Watch Out for Value Traps – 1,348 words
- 3 Reasons Dividend Stocks Tend to Outperform Non- Dividend Stocks – 1,304 words
- What Is an “Excellent Business” – And How Can You Know When You’ve Found One? – Can’t access
- When Buy and Hold Doesn’t Work – Can’t access in admin panel
- Building Equity in Businesses – 414 words
- What Is a Blue Chip Stock? – 774 words
- Where Did the Term Blue Chip Stock Originate? – 593 words
- The Benefits of Owning Blue Chip Stocks – 739 words
- What Are Blue Chip Baskets, SPDRs, Diamonds, and HOLDRs? – 371 words
- Why Wal-Mart Is Good for America (and Maybe Your Portfolio) – 1,967 words
- An Investing Case Study: Yankee Candle Company – 1,209 words
- Why Home Depot Shareholders Have Lost Their Mind – Can’t access in admin panel
- How Do You Know If You Are Making a Long-Term Investment? – Can’t access in admin panel
- Earning Yield and the P/E Ratio of Blue Chip Stocks – 2,122 words
- Reinvesting Your Dividends vs. Not Reinvesting Your Dividends – 1,199 words
- Total Return and Dividends Matter to Blue Chip Stock Investors – Can’t access in admin panel
- Calculating Your Own Personal Expense Ratio – 801 words
- Are Your Blue Chip Stocks Earning Good Returns on Reinvested Profits? – 1,030 words
- Things That Make a Company a Great Stock – 922 words
- Invest in Stocks with a 10+ Year Horizon to Build Wealth More Efficiently – 1,555 words
- Sometimes the Best Long-Term investments Are Hidden in Plain Sight – 1,539 words
- Understanding the Dow Jones Industrial Average – 1,109 words
- Understanding Bear Markets – [Originally published 03/17/2001, updated 12/31/2016] – 1,112 words
- Secular Bull Markets and Secular Bear Markets – 829 words
- How to Tell If a Stock Is Undervalued – 558 words
- Are Bad Economic Times a Good Time to Invest? – 1,247 words
- 5 Ways to Avoid Getting Creamed By Falling Markets – 1,303 words
- What Is a Reverse Stock Split? – 428 words
- Putting Stock Market Crashes Into Perspective – 2,010 words
- Should You Invest in an IPO? – 715 words
- The Many Flavors of Preferred Stock – 950 words
- Convertible Preferred Stock for Beginners – 684 words
- How to Calculate the intrinsic Value of Preferred Stocks – 648 words
- How Do I Invest in Preferred Stock? – 554 words
- The 3 Ways You Can Make Money Investing in a Stock – 1,000 words
- If You Don’t Know How to Value a Business, You Shouldn’t Own Individual Stocks – 914 words
- The Dividend Adjusted PEG Ratio Can Help You Find Undervalued Blue Chip Stocks – 943 words
- Comparing the Relative Value of Two Stocks – 913 words
- Why Do Asset Prices Fall When Interest Rates Increase? – 1,754 words
- Starbucks Franchise Value – 823 words
- How to Calculate Dividend Yield – 1,093 words
- Dividend Growth Stocks Can Beat High Dividend Stocks – 1,035 words
- Dividend Growth Stocks Can Deliver Unexpected Profits – 732 words
- Making Money with the Dividend Growth Investing Strategy – 1,862 words
- Increase Your Annual Income Each Year with Dividend Stocks – 996 words
- 3 Traits of the Best Dividend Stocks – 859 words
- What Is a Dividend? – 1,698 words
- Always Reinvest Your Dividends! – 972 words
- Dollar Cost Averaging – 881 words
- 3 Reasons Dollar Cost Averaging Might Benefit Your Portfolio – can’t access in admin
- Use This Crisis as a Chance to Drastically Lower Your Cost Basis – 799 words [published February 19, 2009]
- The Number 1 Secret to Recovering from Big Investment Losses – 746 words
- Over-the-Counter Options – 873 words
- Using LEAPS Instead of Stock to Generate Huge Returns – 1,176 words
- Long Iron Condor Option Trade – can’t access in admin
- Invest in Stocks By Trading Sell to Open Put Options – 1,993 words
- Building a Stock Position By Writing Put Options – 456 words
- A Real Trade from One of My Operating Businesses – 789 words
- 5 Reasons Stock Market Charts Are Practically Useless – 1,533 words
- What Is a Stock Exchange? – 1,139 words
- What Is Insider Trading and Why Is It Illegal? – [published 10/27/02, rewrite 01/31/16] – 888 words
- Investing in Penny Stocks Is Almost Always a Bad Idea – 976 words
- 3 Things to Consider When Looking for Penny Stocks to Buy – 961 words
- Top 4 Reasons Investors Are Likely To Be Drawn to Penny Stocks – 1,106 words
- The Emperor’s New Clothes – How the House of Representatives Is Defrauding Small Investors – 2,221 words [July 25th, 2004]
- How Technology Can Help – Or Destroy – Your Portfolio – 405 words
- Dividend Reinvestment Programs, or DRIPs, Could Be Your Portfolio’s Best Friend – 854 words
- Finding the Highest Dividend Stocks for Your Portfolio – 579 words
- Don’t Join the Capital Gains Cult – 900 words
- Using Dividend Changes for Big Capital Gains – 564 words
- Watch Out for the Dividend Trap – 623 words
- Real Life Investing: A Glimpse into My Dividend Portfolio – can’t access in admin
- What an Ice Cream Factory Can Teach You About Stocks – 678 words
- Why Dividend Paying Stocks Tend to Fall Less During Bear Markets – 532 words
- Dividends 101 – The Beginner’s Step-By-Step Overview of How Dividends Work – 3,416 words
- Why Boring Is Almost Always More Profitable – 898 words
- Cash Dividends vs. Share Repurchases – 1,502 words
- When Searching for Dividend Paying Stocks, Dividend Yield Isn’t All That Matters – 209 words
- Investor’s Guide to the Dividend Tax – 759 words [G]
- Turning $10 a Week Into a $10 Million Fortune – 1,547 words
- Two New iShare Dividend ETFs Make Diversified Dividend Investing Easy – 739 words
- Reasons to Love Dividend Reinvestment Plans or DRIPs – 887 words
- What Is Dividend Investing? – 722 words [G]
- Making Money from Dividends – 894 words
- Dividend Tax Rates Might Increase from 15% to 43.4% on January 1st, 2013 – 941 words
- Investing in Bank Stocks – 975 words
Investing in Mutual Funds
These articles deal with investing in mutual funds, index funds, etc.
- In-Kind Redemptions and Your Mutual Fund Investments – 966 words | Published 12/28/2015
- If You Are Investing in Mutual Funds, Avoid These 5 Mistakes – 729 words
- How to Make Money from Mutual Funds – 778 words
- How Mutual Funds Can Cause Big Tax Payments In Bear Markets – 936
- Investing in Bonds vs. Investing in Bond Funds – 1,041 words
- What Is an Equity Fund? – 807 words
- Equity Fund Definition – 862 words
- What Are Equity Funds Useful For In an Investment Portfolio? – 797 words
- Investing in Equity Funds Versus Investing in Individual Stocks – 864 words
- 3 Mistakes Equity Mutual Fund Investors Should Avoid – 939 words
- What Is a Hedge Fund? – 860 words
- Investing in a Hedge Fund Can Be Difficult – 854 words
- Understanding When a Money Market Mutual Fund Breaks the Buck – can’t access
- Money Market Mutual Funds In Your Portfolio – 861 words
- Money Market Mutual Funds Won’t Always Protect You From Inflation – can’t access
- Top 5 Alternatives to Money Market Mutual Funds – 875 words [G]
- Mutual Funds 101 – 886 words [G]
- How a Mutual Fund Is Structured – 1,210 words
- What Is a Mutual Fund Sales Load? – 912 words [G]
- What Is a Mutual Fund Prospectus? – 790 words
- What Is the Net Asset Value, or NAV, of a Mutual Fund? – 517 words
- How to Find the Best Dividend Mutual Funds – 972 words
- How Do I Buy Shares of a Mutual Fund? – 678 words
- Ways to Improve Your Mutual Fund Performance – 745 words
- Don’t Chase Past Mutual Fund Performance – 895 words
- Top 4 Reasons Investors Accept Poor Mutual Fund Performance – can’t access
- What Is a Mutual Fund? – 792 words
- What Is the Mutual Fund Expense Ratio? – 1,167 words [G]
- What Is a Mutual Fund Family? – 742 words
- What Is a Mutual Fund of Funds? – can’t access
- What Is a Mutual Fund Share Class? –
678 words| Published 08/23/2011 |810 words | Updated 03/31/2016 - Index Funds – If You Can’t Beat ’em, Join ’em – 938 words [G]
- Investing in Index Funds Is Almost Always the Right Choice for the Inexperienced – 1,079 words
- Top 5 Reasons Index Funds Might Be a Better Choice for the Average Investor – 583 words
- Index Funds – The Dumb Money Almost Always Wins – 538 words [G]
- What Investors Can Learn from Index Funds Over the Past 5 Years – 920 words
- Sector Mutual Funds for Beginners – 836 words
- When It Comes to Investing, To Index or Not To Index? – 1,217 words
- 3 Reasons Some Sophisticated Investors Don’t Buy Index Funds – 3,209 words
- What is the S&P 500? – 863 words
- How to Select a Mutual Fund – A 10-Part Guide to Picking Winning Mutual Funds – 2,875 words
- What Is a Balanced Mutual Fund? – 743 words
- Global Mutual Funds vs. International Mutual Funds – 511 words
- Building a Portfolio with iShares – 544 words
- Leveraged ETFs Are Designed to Lose Money Over the Long-Term – 1,138 words | Published 01/23/2016
- Are Exchange Traded Funds Better Than Mutual Funds? – can’t access
- Holding Company Depository Receipts – HOLDRs – 600 words
- Unit Investment Trust Basics for New Investors – 1,256 words
- Leveraged ETFs for Beginners – 681 words
Investing for Retirement
These articles deal with investing for retirement, 401(k) plans, 403(b) plans, Roth IRAs, SEP-IRAs, etc.
- Stable Value Funds in Your 401(k) Account – 979 words | Published 12/29/2015
- SIMPLE IRA Plans for Small Business Owners and Employees – 799 words [G]
- Understanding Your Rollover IRA – 727 words [G]
- Two Questions That Can Help Kickstart Your Retirement Planning – 905 words
- Want to Invest and Get Seriously Rich? Find the Right Employer! – 533 words
- How Every College Student Can Retire With More than Six Million Dollars – 749 words
- How Immigration Can Save Your Retirement – 2,068 words
- The Refrigerator Problem: Why Americans Spend More Time Selecting Appliances than Planning for Retirement – 762 words
- Surviving and Thriving in the New American Retirement System – 838 words
- Six Steps to Retire Rich – 696 words [G]
- SIMPLE IRA Contribution Limits – 225 words
- College Graduates: You Could Retire with $4,426,000 By Saving $111 per Paycheck – 3,025 words
- Converting Your Human Capital Into Financial Capital – can’t access
- What Is a Safe Retirement Withdrawal Rate? – 956 words
- Pay for Retirement with a Cup of Coffee and an Egg McMuffin – 438 words
- 3 Ways to Supercharge Your Retirement Savings – 1,896 words
- SEP-IRA Contribution Limits – 399 words
- Creating Your Own Pension Plan Replacement in a Post Pension Retirement World – can’t access
- Traditional IRA – can’t access
- 4 Popular Types of IRAs You Might Want to Consider for Your Portfolio – 1,024 words [G]
- Traditional IRA vs. Roth IRA –
643 words [G][B] – 1,506 words - Eight Ways to Avoid the 10% Early Withdrawal Fee on Your IRA – 538 words [G]
- Traditional IRA and Roth IRA Contribution Limits – 315 words [G]
- Will the White House Put Account Limits on Your Roth IRA? – 1,171 words
- What is a 401(k)? – 953 words
- What is a 401(k) Contribution Limits – 1,030 words [G]
- You Don’t Have to Choose Between a 401(k) and an IRA – can’t access
- Investing Through Your 401(k) – 706 words
- Never Stop Contributing to Your 401k – 514 words
- 401k Retirement Plan – 2,640 words [G] [U]
- Small Business Owners Using Self-Employed 401(k) Plans to Start Investing – 909 words
- The Secret to 401(k) Investing Success – 720 words
- 401(k) Contributions and Account Balances Hit All Time High – 361 words
- 401(k) Investing Doesn’t Have to be Hard – 805 words
- The 5 Most Important 401(k) Terms You Should Know – 627 words
- 401(k) Penalties to Avoid – 364 words [G]
- 5 Things You Should Know About 401(k) Loans – 937 words [G]
- 3 Reasons Withdrawing Money from Your Retirement Account Might Be a Bad Idea – 1,063 words
- Use the Individual roth 401(k) as a Self-Employed Tax Shelter – 1,297 words
- A Roth IRA Is the Perfect Tax Shelter –
858 words899 words - You Should Never Hold Tax Free Municipal Bonds Through a Roth IRA – 790 words
- Roth IRA – can’t access
- Why a Roth IRA Should Be a Tool In Your Investment Portfolio – 901 words
- Potential Pitfalls of Global Investing Through a Roth IRA – 1,385 words
- Opening a Roth IRA for Kids Can Help Your Children Build Serious Wealth – 911 words [G]
- Roth IRA vs Mutual Funds – 1,288 words
- Roth IRA Rules for 2014 – 1,506 words
- Understanding Your 401(b) Plan – 1,096 [G]
Retirement Fund Articles Under Sub-Category Mutual Funds
- Making the Most of Your Retirement Funds – 802 words
- 4 Tips to Building Your Retirement Fund – 956 words
- You May Not Need As Much Money In Your Retirement Funds As You Think – 935 words
- Don’t Limit Your Retirement Fund to Your 401(k) Plan – 970 words
- A Retirement Fund of Funds Could Be a Fee Trap – can’t access
- How Much Do You Need to Retire? – 1,350 words
Investing Strategies
Buy and hold, value investing, socially responsible investing, and other strategies …
- The 5 Major Stock Investing Strategies for Value Investors – 863 words
- An Introduction to the Focused Portfolio Investing Strategy – 1,964 words
- Making Money with the Dividend Growth Investing Strategy – 1,862 words
- The Low-Cost, Widely Diversified, Passive Investing Strategy – 1,763 words
- Bottom-Up vs Top-Down Investing Strategy for Beginners – 1,075 words
- 3 Bond Investing Strategies for Long-Term Investors – 1,070 words
- The 6 Dumbest Things New Stock Investors Do – 968 words
- How the Income Investing Strategy Works – 1,709 words
- Socially Responsible Investing – 675 words
- What Is Capital Preservation and Why Is It Important To My Investments? – 872 words
- Which Investments Are Best for a Capital Preservation Portfolio? – 864 words
- 4 Keys to Intelligent Capital Preservation – 844 words
- Two Investments That Combine Inflation Protection and Capital Preservation – 984 words
- 4 Things to Look for In an Investment – 988 words [G]
- Are Large Cap Stock Undervalued? – can’t access
- The Benefits of Stock Buy Back Programs – 803 words [G]
- The Bottom Line: The Anatomy of Profit – 826 words [2001]
- Acquiring Undervalued Stock for Your Portfolio by Buying on Bad News – 1,015 words
- Finding Undervalued Stocks for Your Portfolio – 1,600 words
- Google vs. Berkshire Hathaway: Value Investing Involves Looking at Risks and Probabilities – 1,285 words
- How Falling Stock Prices Can Make You Rich – 1,936 words [G]
- How to Think About Stock Prices – 841 words [G]
- Using Look-Through Earnings to Better Value Your Stocks – 1,407 words
- P/E Ratio: Using the Price-to-Earnings Ratio as a Quick Way to Value a Stock – 1,136 words [G]
- Real World Investing: A Look at the Returns of Some Actual Stocks and Companies – 1,103 words
- Rejoice in a Stock Market Correction – 768 words
- Seven Tests of Defensive Stock Selection – 621 words
- The Two Questions Benjamin Graham Taught Investors to Ask Themselves – can’t access
- Value Investing in 30 Seconds – can’t access
- Valuing Cyclical Stocks – 669 words
- Warren Buffett Biography – 4,094 words [G]
- Watch Out for Value Traps – 1,348 words
- Market Value and Intrinsic Value Are Not the Same Thing – 1,748 words
- When Buy and Hold Doesn’t Work – can’t access
- The Death of Buy and Hold Investing? – 827 words
- 5 Things To Look For In a Buy and Hold Investment – can’t access
- The 3 Biggest Dangers of a Buy and Hold Strategy – 858 words
- Dividend Growth Stocks Can Make Wonderful Buy and Hold Investments – 842 words
- An Investment Portfolio Is Ultimately Worth What It Can Deliver In Cash – 928 words
- Buy and Hold Investing Works Best With Certain Types of Stocks – 918 words
- 7 Situations In Which You Might Consider Selling a Buy and Hold Investment – can’t access
- The Mathematics of Getting Rich by Investing in Stocks – 1,560 words
Investing Lessons
These articles deal with investing in common and preferred stocks.
- Investing Lesson 1 – Introduction to the Stock Market – 1,897 words [G]
- Investing Lesson 2 – Why Stocks Become Over / Under Valued – 169 words
- Introduction to Wall Street – 505 words [G]
- How Stock Prices Are Determined – 306 words [G]
- The Investor vs. Speculator – 874 words [G]
- The Commodity Nature of Stocks – 389 words
- Life and Stock Prices – can’t access
- Temporary Problems That Can Lower Stock Prices – 548 words
- Mr. Market – 723 words [G]
- Quiz – Legacy pages no longer working; needs moved
- Investing Lesson 3 – Analyzing a Balance Sheet – 811 words [G]
- Table of Contents – 504 words
- How to Get a Copy of a Company’s Annual Report, 10K, and Other Financial Information – 973 words [G]
- What Is a Balance Sheet? – 828 words [G]
- Sample Balance Sheet – The Coca-Cola Company (Assets, Liabilities & Shareholder Equity on the Balance Sheet) –
655 words [G]883 words - Current Assets on the Balance Sheet – 826 words [G]
- What are Accounts Receivable? – 566 words [G]
- Receivable Turns – 656 words [G]
- Inventory on the Balance Sheet – 591 words [G]
- Inventory Turns and Inventory Turnover Ratios – 978 words [G]
- McDonald’s vs. Wendy’s – A Case Study in Inventory – 484 words [G]
- Prepaid Expenses and Other Current Assets on the Balance Sheet –
464 words [G][Rewrite 01/31/16] 890 words - Current Liabilities – 849 words [G]
- Working Capital – 547 words [G]
- Working Capital Per Dollar of Sales and Working Capital Turnover Ratio –
372 words [G]937 words - Negative Working Capital – 582 words [G]
- The Current Ratio – 805 words [G]
- Quick Test Ratio – 266 words
- Long Term Investments – 528 words [G]
- Property, Plant and Equipment – 353 words [G]
- Intangible Assets on the Balance Sheet –
476 words [G]996 words - Goodwill on the Balance Sheet – 1,039 words [G]
- Deferred Long-Term Asset Charges – 328 words [G]
- Long-Term Debt and the Debt-to-Equity Ratio on the Balance Sheet –
886 words [G23]| 1,197 words | Updated 03/31/2016 - Other Liabilities – 194 words
- Minority Interest on the Balance Sheet – 567 words [G]
- Shareholder Equity – 213 words [G]
- Book Value and Net Tangible Assets –
519 words [G]811 words | Updated 03/31/2016 - Common, Preferred, and Convertible Shares – 387 words
- Capital Surplus and Reserves – 515 words
- Treasury Stock – 406 words [G]
- Retained Earnings on the Balance Sheet – 792 words [G11]
- Formulas and Calculations for Analyzing a Balance Sheet –
328 words [G]707 words - Putting It All Together – What the Balance Sheet Can and Can’t Do –
402 words [G]1,369 words - Analyzing a Sample Balance Sheet – Microsoft Part I – 1,379 words [G]
- Analyzing a Sample Balance Sheet – Microsoft Part II – can’t access
- Analyzing a Sample Balance Sheet – Simon Transportation Services – 1,335 words
- Epilogue for Simon Transportation – can’t access
- Quiz – Legacy pages no longer working; needs moved
- Investing Lesson 4 – Income Statement Analysis –
471 words [G]940 words- Table of Contents – 509 words
- Sample Income Statement – 540 words [G]
- Total Revenue or Total Sales – 896 words [G]
- Cost of Goods Sold – COSG –
549 words [G]750 words - Gross Profit – 787 words [G]
- Calculating Gross Profit Margin –
560 words [G]1,257 words - Analyzing the First Three Lines of the Income Statement – 337 words [G]
- Operating Expense on the Income Statement – 490 words [G11]
- Research and Development Costs on the Income Statement –
264 words879 words - Selling, General and Administrative Expenses – SGA – 487 words [G]
- Goodwill and Amortization Charges – 675 words [G]
- Extraordinary and Nonrecurring Items or Events – 483 words [G]
- Operating income and Operating Profit Margin – 830 words [G]
- Interest Income and Interest Expense on the Income Statement –
517 words [G9]751 words - Interest Coverage Ratio – 943 words [G6]
- Depreciation and Amortization – 1,161 words [G13]
- Accumulated Depreciation on the Balance Sheet –
553 words [G13]1,018 words - Straight Line Depreciation Method – 290 words [G3]
- Sum of the Years Digits Depreciation and Other Accelerated Depreciation Methods – 412 words [G2]
- Double Declining Balance Depreciation Method – 512 words [G2]
- Comparing Depreciation Methods – 575 words [G6]
- Earnings Before Interest, Tax, Depreciation and Amortization – EBITDA – 722 words
- Income Before Tax and Income Taxes – 408 words [G2]
- Minority Interests – The Cost Method, Equity Method, and Consolidated Method – 620 words
- Unreported or Look Through Earnings – 747 words
- Continuing Operations vs. Discontinued Operations – 406 words
- Accounting Changes – can’t access
- Preferred Stock – 418 words [G6]
- Net Income Applicable to Common Shares – 542 words
- Net Profit Margin – 803 words [G5]
- Basic vs. Diluted Earnings per Share – Basic EPS – Diluted EPS – 793 words [G6]
- Hiding Share Dilution (Including Underwater Stock Options) – can’t access
- Share Repurchase Programs – 865 words [G5]
- Return on Equity (ROE) – 1,046 words [G7]
- Asset Turnover – 877 words [G5]
- Return on Assets (ROA) – 1,020 words [G3]
- Projecting Future Earnings – 270 words
- Formulas and Calculations – 278 words [G1]
- Putting It All Together – can’t access
- Abercrombie and Fitch – 2001 Annual Income Statement – can’t access
- Analyzing Brown Safety – can’t access
- Quiz – Legacy pages no longer working; needs moved
The Basics
Basic, introductory stuff …
- Two Important Considerations When Deciding How To Invest Your Money – 1,203 words | Published 02/28/2016
- What Is a Corporate Board of Directors and How Does It Work? – 1,268 words | Republished/redirected 02/29/2016
- 6 Things Every new Investor Should Know – 2,320 words | Published 12/23/2015
- Cash Account vs Margin Account – 923 words
- How to Start Investing – 727 words [G8]
- Where to Begin: Investing 101 – 727 words [*****] [G14] [R1] [011201a]
- How to Invest in Stocks – 908 words [G15]
- What Are the Easiest Ways to Track My Investments? – 944 words [G15]
- How Much Money Does It Take To Be Happy? – 695 words
- 5 Keys to Surviving a Stock Market Crash – 907 words
- The Five Components of an Investor’s Required Rate of Return – 966 words [G10]
- “KISS” – Keep It Simple, Stupid! – 576 words
- Why Total Return Is More Important Than Increases In Market Capitalization – 1,545 words [R1]
- Yes, Virginia, you Too Can Be Rich – A Guide for New Female Investors – 1,514 words
- Stock Trading for Beginners – The 12 Types of Trades You Can Place with a Broker – 2,617 words
- 7 Simple Reminders for Profitably Investing in Stocks – 896 words
- Four Investing Mistakes to Avoid – 983 words [G5]
- 4 More Investing Mistakes to Avoid – can’t access
- Profiting from Tax Free Spin-Offs in Your Stock Portfolio – 1,675 words
- Investing in Collectibles – 825 words
- Risk Management – can’t access
- Frictional Expenses: The Hidden Investment Taxes – 852 words
- Diversify Your Income Sources – 583 words
- You’re Spending Your Millions $1 at a Time – 625 words [G8]
- How to Invest Money – 1,682 words
- Building a Portfolio Doesn’t Have to Be Difficult – 695 words
- Should You Pick Your Own Stocks? This 5 Second Test Can Help You Decide – 592 words
- What Is Considered a Good Rate of Return on Your Investments? – 797 words [G10]
- The Most Important Rule of Investing – 435 words
- Stock Market Capitalization 101 – 749 words [G6]
- The Entire Theory of Investing Using Murano Glass Beads – 891 words [R2]
- If One of the Companies I Invested In Goes Bankrupt, Will I Owe Money? – 698 words [G9]
- Things to Remember Before You Buy Your First Investment – 975 words
- The Four Ways to Make Money – 1,510 words
- Think of Your Stocks Like Real Estate – 708 words
- The Number 1 Secret to Recovering from Big Investment Losses – 746 words
- Successful Investing Is Not Sexy – 428 words
- Why It Might Be a Horrible Mistake to Sell out During a Down Market – 511 words
- Surviving a Roller Coaster Stock Market – 993 words
- How Do I Actually Make Money from Buying Stock? – 1,172 words [G8]
- Are You Gambling or Investing? – 1,176 words [R1]
- Does a High P/E Ratio Mean a Stock is Overvalued – 1,131 words [G7]
- The Three Primary Types of Financial Capital – 994 words [G13]
- What Is Stock? – 1,082 words [G12]
- What is a Ticker Symbol? – 528 words
- Why Do Stock Prices Fluctuate? – 273 words [G3]
- What is the Dow Jones Industrial Average? – can’t access
- What is the NASDAQ? – 137 words [R1]
- What Is a Brokerage Account? – 554 words [G7]
- What Are Money Market Accounts? – 539 words
- What Is a Stock Split? –
361 words [G3]1,186 words - What are Penny Stocks? – 178 words
- What is a Certificate of Deposit – can’t access
- What Are Commodities? – 627 words
- Do Not Despite the Day of Small Beginnings – can’t access
- What are the Summer Doldrums? – 318 words
- Understanding a Holding Company – 1,182 words [G11]
- The Secret Philosophy of Successful Investing – 698 words
- Why Many New Investors Lose Money – 664 words
- If You Are a Long-Term Investor, You Can Ignore the Economy – 394 words
- Successful Investing Is Simple – 667 words
- Before You Open a Brokerage Account – 926 words [G18]
- Is a Full Service Broker right for You – 680 words
- Can I Sue My Parent’s Broker? – 1,663 words
- The Biggest Rip-Off Fees of All – 351 words
- How the Securities Investor Protection Corporation (SIPC) Protects You – 999 words
- Why Wells Fargo Should Acquire E-Trade Financial – 1,085 words
- What Is a Brokerage Trade Confirmation? – 304 words
- Teach Your Teen Financial Responsibility – 963 words
- How to Give Stock As a Gift – 1,424 words
- What Happens If I want to Cancel a UTMA – 987 words
- Teaching Kids About Money Is One of the Best Gifts – 2,593 words
- If You Spend Your Child’s UTMA Money, You’re Probably Breaking the Law – 2,081 words
- How to Make a UTMA Gift – 962 words
- Warren Buffett’s 20 Ticket Punch Card – 278 words
- Reducing Risks 101 – 2,021 words
- Patience is Not Only a Virtue … It’s Profitable – can’t access
- Share Repurchase Plans Aren’t Enough – 245 words
- Confusing Cash and Profits – 519 words
- Dow Jones Reaches 14,000 – Time to Buy, Sell, or Hold? – 390 words [07/28/2007]
- Real World Investing – Calculating a Stock’s True P/E Ratio – 522 words
- 8 Secrets to Improving Your Portfolio’s Returns – 2,028 words [R1]
- To Improve Your Chances of Beating the Market – Analyze it as a Stock – 362 words
- Focus on Cost – 341 words
- Tax Considerations Should Play a Role in Your Investments – 537 words
- Know When to Sell a Stock – can’t access
- You Don’t Need to Have an Opinion on Every Stock – 365 words
- Know Every Company – Or at Least, a Whole Lot of Them! – 275 words
- Focus on Returns on inventories and the Plant Account – Not Just ROE – 176 words
- Look for Shareholder Friendly Management – 272 words
- Stick to Stocks within Your “Circle of Competence” – 304 words
- If You Don’t Know What You’re Doing, Diversify! – 300 words
- Know Financial History – It Can Save You a Lot of Pain! – 220 words
- A Great Business Is Not Always a Great Investment – 551 words
- If You Can’t Beat ‘Em, Join ‘Em and Investing in an Index Fund – 318 words
- Introduction to Passive Income – 1,150 words [G10]
- Understanding Collateralized Debt Obligations or CDOs – 879 words
- Bonds 101 – 507 words [R1] [G9]
- Measuring Your Investing Success By Your Annual Passive Income – 1,164 words [G15]
- 4 Things to Look For In a Passive Income Stream – 858 words
- Uncovering a Bad Investment – Some Real Life Examples – can’t access
- Value Line Investment Survey – 869 words
- What is a Bloomberg Terminal or Bloomberg Machine? – 281 words
- Investment Research 101 – 834 words [G18]
- 6 Signs You May Have Found a Cheap Stock – 1,149 words
- Harvard Business Review on Top Line Growth – [needs to be deleted] 224 words
- Earnings Season – 385 words
- Import Genius – A Great new Tool for Investors and Business Owners – can’t access
- Ticker Spy Lets You Peek on the Holdings of the Big Investors – can’t access
- When the Financial Media Gets It Wrong – 195 words
- An Introduction to a Stock’s Annual Report – 459 words [G1]
- The Proxy Statement for New Investors – 555 words
- What is a 10K and Why Should an Investor Read It? – 1,050 words [G7]
- Investing Tip – Getting Annual reports Delivered Automatically – can’t access
- Take a Breath and Remain Calm – Some Encouraging Words for Today’s Markets – 580 words
Registered Investment Advisors
RIAs, etc.
- What Is a Registered Investment Advisor or RIA? – 867 words
- 4 Things to Look for In Your Search for a Registered Investment Advisor – 928 words
- Form ADV Basics for New Investors – 965 words
- Registered Investment Advisor Fees – 1,551 words
- The Fiduciary Duty for Investors – 1,240 words
Starting an Investment Portfolio
A collection of articles about establishing a person’s first portfolio.
- What Is a Portfolio? – 804 words
- 3 Reasons Your Investment Portfolio Should Have a Clearly Defined Objective – 964 words
- Six Secrets to Building a Successful investment Portfolio – 928 words
- The Two Common Mistakes to Avoid When Building a High Yield Portfolio – can’t access
- Successful Portfolio Management Requires Discipline Not Intellect – can’t access
- Very Few American Families Invest in Stocks Directly – 963 words
- The 4 Sources of Wealth That Make and Investment Valuable – 1,083 words
- 3 Questions To Answer Before You Buy Your First Investment – 1,088 words
- 3 Traits of a Permanent Portfolio – 1,116 words
- What Is Considered a Long-Term Investment? – 981 words
- Easy Ways to Track Your Investments – 944 words [G15]
The Pros and Cons of Investment Holding Methods
Examining different ways to hold your assets …
- What Does It Mean to Own Shares of Stock In a Street Name? – 410 words
- Asset Management Accounts for Beginners – 535 words
- What Is the Direct Registration System, or DRS, for Stocks? – 1,310 words [G15]
- Direct Investing for Beginners – 1,271 words
Making Money
Articles about making money
- Making Money from Real Estate Investing – 804 words [G8]
- Making Money from Investing in Bonds – 564 words
- Making Money from ETFs – 611 words
- How to Get Rich from Your Investment Portfolio – 904 words
- Dividends, Interest Income, and Rents Are the Key to Building Wealth – 825 words
- Tips for Making Money and Building Your Net Worth – 833 words [G15]
Warren Buffett and Berkshire Hathaway
Resources about Buffett and his holding company …
- Why Warren Buffett and Charlie Munger Were Right – 923 words
- 8 Lessons from the 2008 Berkshire Hathaway Shareholder Meeting – can’t access
- Warren Buffett’s 2007 Shareholder Letter Released – 397 words
- 2007 Berkshire Hathaway Shareholder Meeting – 2,117 words
- Berkshire Hathaway 2006 Shareholder Meeting – 1,319 words
- Warren Buffett Biography – 4,094 words [G4]
- Warren Buffett Timeline – 1,962 words [G3]
- Warren Buffett Shareholder Letters to Berkshire Hathaway Stockholders – 520 words
- The Essays of Warren E. Buffett: Lessons for Corporate America – need to delete
- Warren Buffett Quotes – 689 words [G6]
- Top 9 Warren Buffett Books and Resources – 581 words [G4] Need to delete
- Warren Buffett Quiz – no longer works, need to delete
- Warren Buffett Photo Gallery – need to delete
- 7 Lessons Investors Can Learn on Warren Buffett’s 85th Birthday – 1,600 words
Portfolio Management
Managing your portfolio intelligently …
- What Is Market Timing? – 1,598 words | Published 12/27/2015
- Income Investing for Beginners – a 10 Part Guide to Successful Income Investing – 3,054 words
- Focus on Risk-Adjusted Rates of Return on Your Investments – 801 words
- The Types of Companies to Invest In During a Crisis – 541 words
- The Six Different Asset Types for Successful Portfolio Management – 2,877 words [G3]
- 5 Secrets to Making Money During a Stock Market Crash – 1,304 words
- Ten Part Guide to Beat the Market – 2,422 words
- Cash Carry and Financing Your Investments – 1,041 words
- Defensive Investing for a Volatile Stock Market – 1,133 words
- 7 Keys to Successful Investing and Portfolio Management – 3,464 words
- Rationality: The Investor’s Secret Weapon – 1,202 words
- Past Performance is No Guarantee of Future Results – 478 words
- Business-Like Investing Can Help You Pick Better Long-Term Stocks – 2,852 words
- Investors Should Think More Like Business Owners – 802 words
- Risk Arbitrage – Profiting from Mergers, Acquisitions and Liquidations – 1,330 words
- The Investor’s Manifesto – 565 words
- For Investors, Being Average Is underrated – 1,217 words
- How Smart Investors Avoid the Contrast Principle Trap – 752 words
- Investing Lessons from a Millionaire Dairy Farmer – 704 words [G5]
- How to Calculate the Total Shareholder Return Formula – 2,181 words
- The Best Stocks To Buy Are historically Found in a Handful of Industries – 3,361 words
- Two Secrets New Investors Should Remember When Managing Their Money – 948 words
- 5 Rules for Investing Money Wisely – 1,926 words
- How to Write an Investment Policy Statement – 1,235 words
- What Is an Investment Mandate? – 804 words
Asset Allocation
The basics …
- Stocks and Bonds Play Different Roles In Your Portfolio – 5,498 words | Published 03/25/2016
- You Don’t Have to Invest in Stocks to Get Rich – 961 words
- Asset Allocation Basics – 1,479 words [G11] [R1]
- Finding an Asset Allocation Model That Works for Your Investment Portfolio – 890 words
- 3 Things to Consider When Balancing Your Asset Class Exposure – 1,130 words
- How I Would Invest If I Couldn’t Buy Individual Stocks – 896 words
- The Five Basic Asset Classes That Should Be Included In Any Diversification Plan – 1,324 words
- How Much Cash Should I Keep In My Portfolio? – 1,807 words
- Rebalancing Your Investment Portfolio – 1,076 words
- 24 Asset Allocation Model Portfolios and Articles for New Investors – 1,685 words – Directory – includes links to this blog
Risk Management & Diversification
Protecting and growing your wealth …
- Rehypothecation Could Be the Next Major Investment Disaster – 2,320 words
- Liquidity Risk 101 – 1,141 words
- Risk Management: 6 Warning Signs a Company May be Headed for Trouble – can’t access
- The 3 Types of Investment Risk – 694 words [G9]
- 5 Types of Investments New Investors Should Avoid – 949 words
- 3 Reasons Dollar Cost Averaging Might Benefit Your Portfolio – can’t access
- 3 Scary Investment Portfolio Mistakes to Avoid This Halloween – 1,400 words
- The Different Types of Investment Diversification – 1,251 words
- Diversification Is About Reducing Correlated Risks – 1,000 words
- Diversification Strategy for Beginners – 1,036 words
- How Much Diversification Is Enough? – 2,217 words [R1]
- The Dangers of Excessive Diversification – 1,315 words
Investing in Bonds
Fixed income securities …
- How to Invest in Bonds – 1,166 words [G10]
- How to Estimate Inflation By Examining Treasury Bond and TIP Spreads – 1,048 words
- Person to Person Lending – can’t access
- What Are Mortgage Backed Securities? – 396 words
- Investing in Foreign Bonds Can Be Dangerous – 1,178 words
- Are Bonds Safer Than Stocks – 1,006 words
- How Investing in Bonds Can Help Society and Make You Money – 2,033 words
- Six Risks Every Bond Investor Needs to Consider – 913 words
- Bonds Are Riskier Than Stocks But Still Belong in Your Portfolio – 1,764 words
- How to Survive the High Yield Bond Bubble – 1,172 words
- What is a Bond? – 508 words [G8]
- What Is a Bond Coupon and How Did It Get Its Name? –
550 words932 words - How Much of My Portfolio Should Be Invested in Bonds? – 444 words
- How Bond Spreads Can Really Hurt Investors – 778 words
- Investing In Bonds for Retirement Is Not Always About Interest Income – 1,088 words
- Long Term Treasury Bond Yields vs. Earnings Yields – 996 words
- Investing in Corporate Bonds –
1,005 words1,031 words | Republished / redirect 02/29/2016 - Junk Bonds – The Sexiest Investment You Should Avoid In Your Portfolio –
652 words902 words - How Investment Grade Bonds Can Help You Avoid Credit Losses – 1,934 words
- AAA Rating (Triple A) – 628 words
Tax-Free Municipal Bonds
Articles and resources discussing tax-free municipal bonds …
- Investing in Municipal Bonds – 606 words [G16]
- 3 Reasons to Consider Investing in Municipal Bonds for Income – 924 words
- Laddering Your Municipal Bond Investments – 902 words
- General Obligation Municipal Bonds vs. Revenue Municipal Bonds – 836 words
- Tests of Safety for Tax-Free Municipal Bonds – 1,370 words
- Don’t Let Inflation Destroy Your Municipal Bond Portfolio – 1,074 words
U.S. Savings Bonds
An overview of different types of United States savings bonds …
- The History of US Savings Bonds – 1,148 words
- Intro to Series EE Savings Bonds – 1,212 words [G7]
- How Do I Buy Series EE Savings Bonds? – 481 words
- Tax Advantages of Series EE Savings Bonds – 1,032 words [G24]
- Series EE Savings Bond Photo Gallery – can’t access
- Series EE Savings Bonds Interest Rates – 577 words [G6]
- What Are Patriot Bonds? – 509 words
- Why Do Maturity Dates on Series EE Bonds Vary By Issue Year? – 620 words
- What’s So Special About EE Bonds from May 1st 1997 Through April 30, 2005? – can’t access
- Intro to I Bonds for New Investors – 1,156 words [G13]
- Tax Advantages of Series I Savings Bonds – 1,170 words
- Who Is Eligible to Invest in Series I Savings Bonds? – can’t access
- What Are the Series I Savings Bond Annual Purchase Limits? – 762 words
- What Are Gulf Coast Recovery Bonds? – 336 words
- How Can I Buy Series I Bonds for My Portfolio? – 667 words
- How Are Series I Bond Interest Rates Determined? – 876 words
- Series I Savings Bond Gallery – can’t access
- How to Read a Series I Savings Bond Paper Certificate – 164 words
- I Lost My Series I Savings Bond Certificate. What Do I Do? – 414 words
- Series HH Savings Bonds – 545 words
- When Investing in Savings Bonds Might Be a Mistake – can’t access
- The Role of Savings Bonds in Your Portfolio – can’t access
- How You Title U.S. Savings Bonds Can Have Big Tax Consequences –
500 words [G3]937 words
Investing in Real Estate
Properties, REITs, and rentals …
- How to Invest in Real Estate – 595 words [G2]
- Real Estate Investing 101 – 877 words
- Real Estate vs. Stocks – Which Is the Better Investment? – 1,813 words [G4]
- Best Places to Invest Down Payment Money – 1,076 words [G14]
- How Mortgage Modification Could Affect Your Portfolio – 373 words
- Why Building Equity at the Expense of Liquidity Can Lead to Bankruptcy – 1,402 words
- The Great Real Estate Myth – 1,241 words
- Types of Real Estate Investments – 1,032 words [G11]
- Real Estate Investing Through REITs – 3,611 words [G12] [G1]
- A Home Is Often the Best Investment Retirees Have – 977 words [R1]
- Financing Real Estate with a Mortgage vs a Deed of Trust – 938 words
- Investing in a Hotel REITs Can Be an Affordable Way to Buy Hotels – 1,866 words
Investing in Small Businesses
Holding stakes in private operating companies …
- How to Increase Profits at a Business – 331 words
- The Two Types of Investments You Can Make in a Small Business – 1,032 words [G14]
- Diversification Risk a Major Problem From Small Business Investors – 986 words
- The Three Ways a Small Business Investment Can Make Money for Your Portfolio – 976 words [G8]
- Business Owners Appear To Be Better Investors – 1,123 words
- Limited Liability Companies for Beginners – 723 words [G15]
- LLC Operating Agreements for Beginners –
478 words [G7]1,205 words - Why So Many Investors Love Nevada LLCs – 407 words [G4]
- The Beginner’s Guide to Delaware LLCs – 718 words [G2]
- How Families Can Invest Together with an LLC – 716 words [G5]
- Understanding the Limited Liability Limited Partnership (LLLP) – 578 words [G4]
- Family Limited Partnerships 101 – 1,098 words [G15]
- How to Form a Limited Partnership –
516 words714 words - Top 6 Reasons to Form a Limited Partnership – 577 words [GX]
- Master Limited Partnerships for New Investors – 838 words [G15]
Accounting & Finance
GAAP, time value of money, and financial ratios …
- The New Investor’s Guide to Capital Structure – 1,043 words [G7]
- Price to Cash Flow Ratio – 1,137 words
- The 5 Categories of Financial Ratios – 372 words [G2]
- Using the PEG Ratio to Find Hidden Stock Gems – 936 words [G8]
- Enterprise Value – 652 words [G8]
- Return on Equity – The DuPont Model – 892 words [G5]
- Using the Earning Assets to Total Assets Ratio to Measure Your Wealth – 1,120 words
- Improving Your Personal Happiness with Time Value of Money Formulas – 1,921 words
- Evaluating Investment Performance – 1,242 words [G8]
- Manufacturing Earnings with a Waive of the Pen – 795 words
- Looking Beyond the Financial Statements – 912 words
- The Limitation of the Debt to Equity Ratio – 1,397 words
- Revenue Recognition – 1,453 words [G6]
- Adjusting Pension Assumptions to Manipulating Earnings – 1,256 words [R1]
Economics
Macroeconomics, microeconomics, and more …
- Average Household Income in the United States – 748 words
- Class and Income In The United States – 1,849 words [G3]
- What Are the Sectors and Industries of the S&P 500? – 1,677 words | Published 02/29/2016. On this date, redirected an old article (What is the Difference Between a Sector and an Industry? – 167 words) to this one because it is more complete and provides a better understanding of the topic.
- Recession – From the Front Lines – 715 words
- Managing You Portfolio During a Recession – 3,665 words
- Is It Better or Worse to Start Investing in a Recession? – 692 [R5]
- Recession Handbook for Small Investors – can’t access
- What Is Opportunity Cost? – 857 words
- Opportunity Cost: How I Spent $2,385,600 to $24,074,400 in Future Wealth – can’t access
- Know Your Opportunity Cost – can’t access
- 3 Types of Opportunity Cost That Influence Your Investment Portfolio – 865 words
- There’s No Such Thing As a Free Lunch – 844 words
- To Guard Against Inflation, Focus on Purchasing Power Not Dollars – 927 words
- What is the Fed Funds Rate? – can’t access
- The Federal Reserve and Interest Rates – 631 words [G13]
- The Basics of LIBOR – 331 words
- The $25,000 Bouquet of Roses: A Lesson in the Time Value of Money – 822 words
- What Is Inflation? – 674 words [G7]
- What Causes a High Rate of Inflation? –
899 words [G13]| 1,050 words | Updated 03/31/2016 - The Rate of Inflation Matters to Your Portfolio – can’t access
- 3 Ways to Protect Your Portfolio from High Inflation Rates – 697 words
- What Are the Effects of Inflation? – 608 words [G6]
- Profiting from Inflation – 555 words
- What Is an Inflation Index? – 859 words [G6]
- Why We Aren’t Seeing Inflation Yet – 807 words
Trust Funds
Protecting money with trust funds …
- What Is a Trust Fund? – 1,058 words [G3]
- How to Set Up a Trust Fund – 2,085 words
- Spendthrift Trust – 331 words
- Testamentary vs Inter Vivos Trust Funds – 852 words [G10]
- Three Questions to Ask When Choosing a Trustee for Your Trust Fund – 892 words
- The Disadvantages of Using a Trust Fund to Pass on Wealth – 1,086 words [G4]
- Bank Trust Departments 101 – 1,662 words
- What Is the Prudent Man Rule or Prudent Investor Rule? – 1,035 words
- Naming Your Family Trust Fund – 1,801 words
- Charitable Remainder Trust – 618 words
- How Can I Lower Estate Tax with a Qualified Terminable Interest Property Trust – 256 words
- Investing Money Held In Trust – 1,355 words | Published 02/29/2016
Personal Finance
Saving money, managing debt, and protecting your wealth …
- Investing Under 30 – 1,415 words | Published 01/26/2016
- Who Inherits Your Investment Portfolio If You Leave No Will? – 1,446 words | Published 01/24/2016
- How to Become Wealthy – 1,419 words
- 7 Rules of Wealth Building and Amassing Money – 1,384 words [G4]
- Love and Money – 1,219 words
- What Are Money Market Accounts? – 539 words
- Money Market vs. Certificate of Deposit – 695 words [G8]
- Pay Off Your Debt or Invest? –
627 words [G12] [R1]1,650 words - Pay Yourself First – 552 words [G4] [R1]
- Before You Begin Investing, You Need to Figure Out Why You Want to Invest – 1,026 words
- Improve Your Personal Finances By Asking Yourself These 3 Questions – 910 words
- 10 Financial Resolutions for the New Year – 1,221 words
- 8 Financial Benefits of Marriage Every Investor Needs to Know – 1,426 words
- Protecting Your Savings Accounts from Bank Failures – 1,038 words
- 5 Things You Should Look for In a Savings Account – 921 words
- How Much Money Should I Keep In a Savings Account – 882 words
- Payable on Death Accounts Can Increase Your FDIC Insurance to $1.25 Million – 901 words
- New Investor’s Guide to Building Wealth – 678 words
- Debt and Investing – 721 words
- How You Make Your Extra Income Makes All the Difference – can’t access
- How to Think About Your Portfolio – 405 words
- How to Come Up with Money Quickly During Emergencies – 1,090 words
- How to Utilize the Berkshire Hathaway Wealth Model in Your Own Life – 1,354 [G9]
- How to Amass the First $100,000 – 2,337 words
- The Power of Compound Interest – 1,052 words [G10]
- How Much Money Does It Take To Be Rich? – 841 words [G5]
- Four Secrets to Making Money – 888 words [G12]
- 10 Steps to Paying Off Credit Card Debt – 3,057 words
- How to Negotiate a Credit Card Debt Settlement – 939 words [G9]
- If You Want To be Financially Successful, Don’t Be Seduced By the Debt Culture – 1,385 words
- The 5 Types of Advisors Successful Investors Should Consider – can’t access
- 10 Secrets of the Capitalist Class – 4,167 words
- 8 Secrets to Achieving Financial Independence – 2,416 words
- 3 Secrets to Building a Great Fortune – 828 words [G13]
- Should You Manage Your Own Investments? – 953 words
- The 8-Part Recipe to Making a Fortune from Your Investment – 1,272 words
- How Does Global Custody Work? – 1,860 words
- Individually Managed Accounts for Affluent Investors – 1,667 words
- What Is a Family Office? – 838 words
- Saving Money vs. Investing Money – 814 words [G8]
- How Much Money Should I Be Saving? – 1,570 words [G6]
- Spending Money and Saving Money Is Relative To Your Income and Net Worth – 912 words
- 5 Ways to Make Saving and Investing Easier – 428 words [G2]
- 4 Ways to Come Up with Cash – 1,048 words [G11]
- Liquidity, Net Worth, and Net Income Are the Holy Trinity of Getting Rich – 953 words [G12]
- Don’t Eat Your Seed Corn – 879 words
- The 5 Things You Need To Do If You Want To Get Rich – 1,217 words [G15]
- The 4 Big Forces That Conspire Against Your Attempts at Making Money – 1,186 words
Taxes
Tax strategies, rules, and more …
- How to Pay No Taxes on your Dividends or Capital Gains – 1,370 words | Published 01/25/2016
- Investment Tax Deductions You May Have Overlooked – 572 words
- Your Biggest Investment Enemy Is Probably The Payroll Tax – 1,016 words
- Response to Readers Regarding My Vote for Barack Obama’s Tax Policies – 1,201 words
- Tax Strategy: Asset Placement – 584 words
- How a Family Limited Partnership Can Help Lower Gift Taxes and Estate Taxes – 876 words
- Dividend Tax Rates Might Increase from 15% to 43.4% on January 1st, 2013 – 941 words
- What is the Generation Skipping Tax? – can’t access
- What is the current estate tax rate and limits? – 419 words
- Lowering Your Estate Tax Through Tax-Free Gifts – 1,434 words
- What Is Included in the Calculation of My Estate for Estate Taxes? – 606 words
- How the Stepped-Up Basis Loophole Works – 1,766 words
- Using Deferred Taxes To Increase Your Investment Returns – 1,087 words
- How Mutual Funds Can Cause Big Tax Payments In Bear Markets – 936 words
- What Counts as Capital Gains and How Are Capital Gains Taxed? – 507 words [G7]
- Giving to Charity? You Might Want to Consider Donating Your Stocks – can’t access
- Capital Gains Tax Holding Periods – 658 words [G7]
- The Wash Sale Rule – 616 words [G5]
- 7 Ways to Lower Your Family’s Investment Tax Burden – 1,173 words
Miscellaneous
Random stuff …
- 10 Steps to Building a Complete Financial Portfolio – 2,170 words [R3]
- 7 Ways to Destroy Your Wealth and Guarantee You Spend Your Life in Poverty – 1,175 words
- Investing Lessons from Scrooge McDuck – 3,150 words [G7]
- Wisdom from Peter Drucker – 387 words
- 9 Lessons You Can Learn from Roberto Goizueta – 2,479 words
- Titan: The Life of John D. Rockefeller Review – need to delete
- A Real Life Example of the Philip Fisher Scuttlebutt Approach – 676 words
- Common Stocks and Uncommon Profits – 15 Investment Secrets to Help Make you Rich – 848 words
- Lessons from a Secret Multi-Millionaire: How Anne Scheiber Amassed $22 Million from Her Apartment – 788 words
- Walter Schloss: Crushing Market Returns for Nearly 50 Years – can’t access
- John Neff: Profile of a Successful Investor – 831 words
- 3 Traits You Need To Be a Great Investor – 826 words
- 12 Signs You Think About Your Investments Too Much – Need to Delete
- You Know You’re Rich When – Need to Delete
- 6 Investing Mistakes New Investors Should Avoid – 1,080 words
- How the Student Loan Debt Crisis Might Affect Investors – 1,011 words
- What Is an Investment Bank? – 1,050 words [G15]
- How You are Hurt by the Credit Crisis – 982 words
- Investing in Health Insurance – can’t access
Gold Coins
These articles deal with investing in gold coins and bullion.
- Vienna Philharmonic Gold Coin – 648 words
- Canadian Gold Maple Leaf Coins – 715 words
- Investing in Gold Krugerrand Coins – 654 words
- American Eagle Gold Bullion Coins – 843 words
Glossary
Definitions and words …
- Accumulate – 668 words
Guides (Please Ignore – Being Compiled At the Moment)
These are internal directories meant to group some of the above articles into simple-to-understand browsable indices on the old layout that is no longer active.
- http://beginnersinvest.about.com/od/Trust-Funds/tp/New-Investors-Guide-To-Trust-Funds.htm
- http://beginnersinvest.about.com/od/eesavingsbonds/tp/Series-EE-Savings-Bond-Guide.htm
- http://beginnersinvest.about.com/od/ibonds/tp/guide-to-investing-in-series-i-savings-bonds.htm
- http://beginnersinvest.about.com/od/savingsbonds/tp/savings-bonds.htm
- http://beginnersinvest.about.com/od/municipalbonds/tp/New-Investors-Guide-To-Municipal-Bonds.htm
- http://beginnersinvest.about.com/od/realestate/tp/Real-Estate-Investing-Guide.htm
- http://beginnersinvest.about.com/od/holdingmethods/tp/Limited-Liability-Companies-LLC-Guide.htm
- http://beginnersinvest.about.com/od/holdingmethods/tp/Limited-Partnerships-Investing-Guide.htm
- http://beginnersinvest.about.com/od/financialratio/tp/financial-ratios.htm
- http://beginnersinvest.about.com/od/gaap/tp/financial-statements.htm
- http://beginnersinvest.about.com/od/preciousmetals/tp/Investing-In-Gold-Coins-and-Gold-Bullion.htm
- http://beginnersinvest.about.com/od/inflationrate/tp/New-Investors-Guide-To-Inflation-And-The-Inflation-Rate.htm
- http://beginnersinvest.about.com/od/wealthmanagement1/tp/how-to-get-rich.htm
- http://beginnersinvest.about.com/od/savingsanddebtmanagement/tp/saving-money.htm
- http://beginnersinvest.about.com/od/capitalgainstax/tp/capital-gains-taxes-guide.htm