Who is Morningstar and Why Should I Care?

Who is Morningstar

  Who is Morningstar? Morningstar is a highly respected independent research firm based out of Chicago, Illinois. The company was founded in 1984. Morningstar provides a host of investment products and services available for both novice and experienced investors.         Here are the key points you need to know about Morningstar. They […]

Continue reading


Be Careful! Do You Know What a CDs Auto Renew Policy Is?

Do You Know What a CD Auto Renew Policy Is?

  Do you know how a CDs auto renew policy could force you into a penalty withdrawal?  I discuss Certificate of Deposits (CDs) in my latest book Simple Investing, from the perspective of them being a simple investment vehicle if you’re looking to park some cash for a while, or maybe you’re retired and looking […]

Continue reading


How to Track Stocks and Mutual Funds using Yahoo Finance (Video)

Track Stocks and Mutual Funds

  If you’re looking for a simple way to track your investments, Yahoo Finance provides an easy way to set up your own investment portfolio. In this short video, I will show you how to track stocks and mutual funds using Yahoo Finance. Why Create an Investment Portfolio? In general, there are two reasons you […]

Continue reading


Simple Investing, A Beginners Guide to Understanding Investments & How to Get Started

Filling The Pig Simple Investing

  Does the world of investing sometimes seem like a Rubik’s Cube? Simple Investing is the third eBook in the Filling The Pig personal finance series of books.  It provides the next step for creating financial independence by teaching you how to make sense of the investment landscape, so you can make more money with […]

Continue reading


How to Research a Mutual Fund (Video) – How to Screen Mutual Funds

How to Research a Mutual Fund

  Mutual Funds can be a challenge to understand and research simply because there are so many. How to Research a Mutual Fund is a short video that will provide you with seven key variables to use to initially evaluate a mutual fund.  This video uses the Dividend Growth Fund (PRDGX) managed by T. Rowe […]

Continue reading


How to Research a Stock using Yahoo Finance (Video)

How to research a Stock with Yahoo Finance

  If you’re new to investing and want to understand how to evaluate a company’s stock, this short video will show you how to research a stock using Yahoo Finance. Yahoo finance is a great tool to use for researching and evaluating investments. The best part about Yahoo Finance is that all of the tools […]

Continue reading


Saving Money and Investing – How Saving a Little will Make You More

Save Money

  I was having lunch with a friend of mine the other day and we were discussing my next book Filling The Pig – Simple Investing.  We were discussing the subject of how much money you need to have to start investing, specifically in stocks.  His perception was that you needed a good chunk of […]

Continue reading


Do You Know What a Dividend Is? – Investing in Stocks

Do you know what a Dividend is?

  Do you know what a dividend is? A dividend is a distribution of a company’s profits to shareholders of their stock.  Dividend payments are a means of rewarding investors for their ownership in the company.         If you own shares of ABC Company stock and ABC Company makes a profit the […]

Continue reading


What is a 401(k) – Save for Retirement Paycheck to Paycheck

What is a 401(k)

  What is a 401(k)? 401(k) plans are employer-sponsored plans that provide their employees with the opportunity to save for retirement.  If you contribute to a plan your contributions are generally tax-deferred until you decide to withdraw the funds at retirement.         Your 401(k) plan is a retirement plan that is qualified […]

Continue reading


What is an IRA? Traditional and Roth IRAs

What is an IRA

  If you are starting to think about retirement you may be asking yourself, what is an IRA? Individual Retirement Accounts or IRAs are another form of retirement vehicle established under the IRS tax codes. There are a number of different IRAs but the two most common are the Traditional IRA and Roth IRA. Unlike […]

Continue reading


What is a Money Market Account? How do Money Market Accounts Work?

What is a Money Market Account

  What is a Money Market Account? Money Market accounts (MMA) should be viewed as a hybrid between checking and savings accounts. Most banks and credit unions will provide a number of different account options.  The key points surrounding MMAs are.         Requires a larger minimum balance to open and keep open […]

Continue reading


8 Simple Investing Terms You Need to Know

8 Simple Investing Terms

man-y ˈmenē/ a large number of. synonyms: numerous, a great/good deal of, a lot of, plenty of, countless, innumerable, scores of, crowds of, droves of, an army of, a horde of, a multitude of, a multiplicity of, multitudinous, multiple “Many” is one way of describing the number of terms, lingo, and definitions associated with the […]

Continue reading