investing

How Much Flexibility Is Too Much In Your Financial Plan?

When it comes to your financial plan, it is important to maintain enough flexibility so that your plan can accommodate unexpected events that are out of your control. On the other hand, a sound financial plan needs to be firmly grounded by factors you can control so that even in the face of unexpected events,

How Much Flexibility Is Too Much In Your Financial Plan? Read More »

How Understanding the Female Brain Can Make You a More Savvy Investor

In the book, Unleash the Power of the Female Brain, Dr. Daniel G. Amen, a psychiatrist and brain imaging expert, imaged the brains of 46,000 men and women. He compared the blood flow and activity patterns between male and female brains and found significant differences. In summarizing his finding, Dr. Amen reported that female brains

How Understanding the Female Brain Can Make You a More Savvy Investor Read More »

What Should Fund Investors Do With Style Boxes? Use Them!

Background Several years ago, Morningstar’s Don Phillips invented what is called a style box, now widely used by the investment community to categorize mutual funds according to investment characteristics of their portfolios. Fund categorization allows investors to diversify the asset-allocation of their portfolios by choosing a selection of funds according to varying degrees of risk

What Should Fund Investors Do With Style Boxes? Use Them! Read More »

Should Kiplinger’s “Favorite Funds” Be Your Choices?

For several years now, the Kiplinger Personal Finance magazine has put together a selection of mutual fund recommendations it calls the “Kiplinger 25.” This is a portfolio of 25 no-load funds, in five different categories, that it considers to be of top quality. This portfolio, which also appears on the Kiplinger.com website, is fairly static,

Should Kiplinger’s “Favorite Funds” Be Your Choices? Read More »

What We’ve Learned So Far

After well over 25 years at the non-profit Women’s Institute for Financial Education (WIFE.org) we find that we’ve learned a lot. Here are some of the things that experience has taught us about investing. Saving a little can mean a lot. If you save $5 a day for your entire working life, you can retire

What We’ve Learned So Far Read More »

A Five-Step Blueprint for Growing Your Money

Mutual funds are supposed to make inventing easy, but picking and managing mutual funds is bewildering for most novice investors. Fortunately, you don’t have to know a great deal about investments to make money in mutual funds. All you need is a reasonable knowledge of your own financial situation and goals, and some basic guidelines

A Five-Step Blueprint for Growing Your Money Read More »

Scroll to Top