Style with a colorful attitude

As investors, are men and women really that different?

A colleague shared an article with me recently. The topic? Whether men and women are different when it comes to saving and investing money. Ooh, I thought, two somewhat-taboo topics in one article: gender and money. I moved this read to the top of my list.   The Big Question In this MONEY Magazine article, reporter Rachel Elson explores this question with several female financial advisors: “Should men and women manage money differently?” The author noted three differences between the male and female experience that could impact their money-making decisions: Men typically earn more (ugh – frustrating) Women tend to […]

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Snow fun

A Millennial’s Guide to (Nearly) Debt-Free Holidays

Like many of my friends, I find the holiday season can cause enough financial stress to drive a stake of holly through my heart.   All year long, I juggle a hefty load of student loans, car payments, rent, insurance, and other debt – while socking away what I can toward my long-term goals. Along comes November (or October, depending on how quickly my local retailers swap Halloween for holiday displays), and suddenly I feel the pressure to spend, spend, spend.   OH, THERE’S NO TIME FOR DEBT LIKE THE HOLIDAYS. I’m not alone. According to a recent SunTrust survey, […]

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How TradeKing Advisors Builds Investment Portfolios

Here at TradeKing Advisors, we pride ourselves on offering our customers a personalized, professionally managed investment experience based on solid portfolio theory. We start with your financial goals and risk tolerance, and then apply a fundamental-based methodology to put your money to work. We get to know you on a personal level, and we want you to do the same with us.   To help achieve this, I’ll be doing occasional deep dives (like this post) about our investment style for those interested in a more granular take. As TradeKing Advisors’ product specialist, it’s extremely important to me that our […]

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Why Investors Aren’t to Blame for Small Nest Eggs

Back in the spring, a government report alerted to the fact that Americans approaching retirement have shockingly little saved. Its findings: 52 percent of households age 55 and older have no money socked away in a 401(k) or IRA.   Most experts direct blame at would-be savers themselves. Granted, some people’s personalities are better suited to save for a rainy day than others. But that doesn’t mean those who struggle to save should be expected to remake their entire personalities.   Our latest article on Yahoo Finance, Why Investors Aren’t to Blame for Small Nest Eggs, explores ways the financial […]

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10 Estate Planning To-Dos

Part of life is losing our loved ones. Sadly, my own mother passed away a few weeks ago.   As with every life experience, I try to learn from it and improve my actions going forth, while also sharing any knowledge I gain with others. Seeing my parents age and losing my mother taught me quite a bit about estate planning. While our planning was pretty good, there were definitely things that I could have prepared better for.   Having a good understanding of your parents’ finances and making sure that they have the appropriate legal documents certainly helps at […]

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Market Pullback – A Q&A with the Ibbotson Investment Team

Last week, stock markets fell globally in the toughest week of 2015 to date. Investors weighed concerns over China, the potential for interest rates to rise in the U.S., and rocky emerging markets. Below, read more about what we think matters most to investors—and how they might respond. As of market close on August 21, 2015, the S&P 500 Index declined 6.9% from its late-May peak, while most other global equity indexes have experienced steeper losses from their respective 2015 highs. For instance, U.S. small cap stocks (Russell 2000 Index) have dropped 10.3% since late-June, while equity markets outside the […]

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The Best Way to Invest? Pay Yourself First

You’ve heard the advice countless times: Save for retirement. Accompanying that directive is always a whiff of depressing obligation – that in order to save successfully, you need to be relentlessly frugal, make constant sacrifices, be a Debbie Downer. It’s all so dutiful and painful-sounding that it’s no wonder that almost 50% of Americans save 5% or less of their household income.   Fortunately, there’s a way to avoid all that depressing talk about penny-pinching and still build a substantial nest egg. Our newest article on Yahoo Finance, The Best Way to Invest? Pay Yourself First, teaches you to change […]

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20 Minutes to a Better Financial You

Maybe you’re the type that lies awake in bed thinking about the balance of your credit card. Or perhaps you obsessively watch the ups and downs of the stock market online. As most of you can probably attest, it’s easy to be anxious about money. So it’s no surprise that year after year, financial matters are named as the number one cause of stress.   But that doesn’t have to be the case. One of the easiest ways to banish this anxiety is to spend just 20 minutes crossing something off your money to-do list. Doing so will not only […]

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Is It Better to Save for Retirement or Your Child’s College Fund?

What’s more daunting, paying for college or paying for your retirement? While one year at a public four-year university costs $9,139 (or $31,231 at a private school), you can only guesstimate how much money you’ll need to fund your golden years.   That’s why deciding whether to funnel more savings towards your child’s education or your retirement savings is a particularly tough decision. Our latest article on Yahoo Finance, Is It Better to Save for Retirement or Your Child’s College Fund?, examines the pros of each scenario. Saving money for your daughter’s education can make her transition to adulthood smooth. […]

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3 Ways ETFs Can Help You Invest

  While their popularity has surged over the last decade (to the tune of more than $2 trillion in assets as of the end of 2014 according to the Investment Company Institute) exchange-traded funds, commonly referred to as ETFs, still remain somewhat of a foreign concept to many investors. ETFs are versatile investment vehicles that can be used to create a diversified investment portfolio, or used to target virtually any segment of the market. In fact, ETFs serve as the building blocks for TradeKing Advisors’ asset allocation portfolios. In this blog, we’ll provide a brief primer on ETFs, as well […]

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