≡ Menu

investing

How Often Should You Check Your Portfolio?

{ 27 comments } How Often Should You Check Your Portfolio? thumbnail

A few weeks ago, Steve (one of our readers) commented that Personal Capital might not be a good tool because it encourages you to check on your portfolio too often. For those of you who haven’t tried it, Personal Capital is an account aggregator site. It can pull the data from all your various accounts [...]

Early Retirement Withdrawal Strategy

{ 28 comments } Early Retirement Withdrawal Strategy thumbnail

When you’re young, you don’t really think much about withdrawal strategy. At 41 and semi-retired, I’m still focusing on accumulating. That’s why I haven’t written much about withdrawal strategies on Retire by 40. Last week, we posted an article about investing a lump sum in midlife. That got me thinking about withdrawals. It will be helpful [...]

Would You Diversify Your Investments through Crowdfunding?

{ 19 comments } Would You Diversify Your Investments through Crowdfunding? thumbnail

First of all, I love investing in the stock market. Sure, it can be volatile, but over the long term, the return can be very rewarding. I started investing in the stock market in 1996 as soon as I started working. At first, I invested in company stock and random mutual funds in my 401k. [...]

Investing a Lump Sum in Midlife

{ 39 comments } Investing a Lump Sum in Midlife thumbnail

I just got an email from a reader, Julie, asking how she should invest a lump sum. Her husband recently passed away and the life insurance payment should allow her financial freedom for the rest of her life. First of all, I want to give my condolences to Julie. It’s always difficult when you lost [...]