Category: Investing

  • Invest for Retirement with Robinhood

    A great way to invest for retirement is to use the Robinhood brokerage app. The app allows you to buy and sell stocks, ETFS, and options from your phone. Although Robinhood does not offer an IRA, they are a great place to invest some of your after-tax funds as they do not charge any commissions.…

  • Rolling Over a 401k or IRA to a Betterment IRA

    If you are thinking about rolling over your old 401k to a Betterment IRA to take advantage of their low investment fees the process is pretty simple. They use the direct rollover method to transfer the old 401k to the IRA. For a 401k the first thing you need to do is create an IRA…

  • Make Your Own Retirement Target Date Fund

    You can create your own version of a target date retirement fund with Target Date motifs from Motif Investing. Target Date motifs are designed to provide you with a disciplined and diversified retirement portfolio that can fit your individual needs. Choose from eight motifs intended to keep your retirement investments allocated properly. Value. Using ETFs…

  • American Taxpayer Relief Act – New Dividend and Capital Gains Rates

    With the passage of the American Taxpayer Relief Act there are new tax rates for capital gains and dividends. Although the new rates are higher they are not nearly as high as they would have been if an agreement had not been reached and the rates were allowed to reset to what they were before…

  • Invest with Motifs – $150 Bonus

    Get up to $150 when you start trading at Motif Investing. Learn more.A motif is a carefully researched and intelligently weighted portfolio of up to 30 stocks that reflect real-world trends and investment ideas. Create your own custom retirement motif for just $9.95. They have premade motifs in a variety of categories such as biotech…

  • Create a Custom Retirement ETF for $9.95 + $50 Bonus

    Create your own custom retirement motif at for just $9.95 and get a $50 bonus. A motif is a carefully researched and intelligently weighted portfolio of up to 30 stocks that reflect real-world trends and investment ideas. They have premade motifs in a variety of categories such as biotech breakthroughs and digital dollars. Select the…

  • Should I Choose a SIPP?

    If you’re looking to improve your retirement fund, self-invested personal pensions (SIPPs) are a great choice. They offer both flexibility and a range of investments to really help you secure your financial future. So, should you choose one? Here we’ve got a rundown of the reasons why it just may work for you. Tax relief…

  • Picking Funds in a 401(K)

    You probably have some broadly titled funds in your 401(k). Titles like Small Cap Index or Equity Index or Bond Fund or Balanced Fund and you aren’t exactly sure where to put your money and in what percentages. Fret not, I’ll break it down into easier to understand categories and you can go research which…

  • Choosing a Retirement Investment Manager

    The way you have been investing in your retirement account for the last 30 years worked perfectly. Now you have all this cash and the rest of your life ahead of you, but who do you choose to help manage those funds for the next 30 years? A good retirement investment manager will help you…