Differences Between ETF (Exchange Traded Funds) and Mutual Funds

Who: This post is for people who want to know the differences between ETFs (exchange traded funds) and mutual funds.
What: This post compares and contrasts exchange-traded funds and mutual funds as investment vehicles. ETFs vs mutual funds, here we go…

Expense Ratios
In general, exchange traded funds have lower expense ratios than mutual funds. A […]

Popularity: 86%

Mastering the Zen of Investing

Who: This post is for people who want to master the Zen of investing. If you often find yourself holding onto stocks for longer than you should or waiting too long to buy stocks, this post is for you.
What: This post outlines some fundamental, psychological errors that investors make. These errors are big […]

Popularity: 78%

Ducking the Wash Sale Rule: ETF’s

Who: This post is for people who know what the wash rule is and do not like it. This post is also for people who are not opposed to investing in ETF’s and have at least a mild familiarity with them.
What: This is an intermediate level post about using Exchange Traded Funds (ETFs) to […]

Popularity: 68%

The Carnival of Investing #62: The Oscars of Investing

Welcome to the 62nd Carnival of Investing, the first Carnival ever hosted by A Financial Revolution. You are about to join us for an exciting experience during which we will present the 5 Oscars of Investing to the bests posts of the week. I am your host, William Wallets. The staff and I […]

Popularity: 100%

Investment Analysis 101: Data Download and Setup

Who: This series of posts is for people who have been dying to do some analysis of their investments using real financial data and Microsoft Excel. This post will be beneficial for those who have an average knowledge of Excel and a basic understanding of high school mathematics concepts.
What: This is the first post […]

Popularity: 65%

Index Funds Part 2: Not the Panacea You May Think!

Who: This post is for people who have heard that it is best to invest in Index Funds. If you are skeptical about this claim, or just want to hear both sides of the story, this post is for you.
What: This post will discuss the reason for the “common wisdom” that Index Funds are […]

Popularity: 17%

Index Funds Part 1: The Good

Who: This post is for people who want to know why many people advocate index funds as an investment choice. If you’re familiar with index funds already, this post probably won’t tell you much more than you already know, but it is a good segue into the 2nd part of this series.
What: This is […]

Popularity: 16%

The Efficient Market Hypothesis

Who: This post is for people who want to know more about the Efficient Market Hypothesis, what it means, and how it can be applied to investment decisions.
What: This post will discuss the Efficient Market Hypothesis with some simple examples and some more complex explanations at the end. The three forms of the hypothesis […]

Popularity: 23%

Use Limits Orders When Buying Stocks!

Who: This post is for people who often use market orders when purchasing their stocks. This post will be helpful for people who are looking to optimize their trading strategies for maximal gains (who isn’t?)
What: This post will discuss the merits of using limit orders to buy and sell stocks as opposed to market […]

Popularity: 14%

Random Thought: Which 529 Plan Should I Choose?

Recently, I was deciding whether or not I wanted to invest in a 529 plan. The jury is still out, and I definitely plan to write a post regarding 529 plans, but I thought I’d share a neat little website with you.
Saving for College is a great resource that discusses the pros and cons […]

Popularity: 16%

What the Hell is Beta?

Who: This post is for people who have read a mutual fund prospectus or a research report and wondered what this mysterious “beta” number means.
What: This post will discuss the concept of beta with a general overview followed by a slightly more mathematical perspective.

So, What is it?
Simply speaking, beta is a measure of the volatility, […]

Popularity: 41%

Creating a Fixed Income Ladder

Who: This post is for people who do not know what a fixed income ladder is or for people who want to learn about starting one. A familiarity with the basics of bonds and CD’s is assumed.
What: This post discusses a basic strategy for controlling cash flow and earning income from fixed income […]

Popularity: 21%

Compound Annual Growth Rate Calculator

Popularity: 24%

Compound Annual Growth Rate: Beware

Who: This post is for people who want to know what the compound annual growth rate (CAGR) is. This post will be helpful for those who want to know more about CAGR, its benefits, and its drawbacks.
What: This post will discuss what CAGR is and the mathematics behind calculating it. There will also […]

Popularity: 21%

Investing 105: Investment Strategies

Who: This post is for people who have enjoyed the investment basics series so far and want to learn some simple ways to get started with investing.
What: This is the 5th post in a series of posts about the basics of investing. Check out Investing 101, Investing 102, Investing 103, and Investing 104 for your […]

Popularity: 16%

The Only Free Lunch in Finance - Diversification

Who: This is post is for people who are looking to find out about diversification of their investments. If you want to find out what diversifying your portfolio means, and how to do it, this post is for you.
What: This post discusses various types of portfolio diversification. This will not be a mathematically […]

Popularity: 15%

What is a Good Rate of Return?

Who: This post is for people who look at their portfolio return and have no idea whether or not their return is good, bad or average. If you’re looking for a framework through which to evaluate your portfolio returns, this post is for you.
What: This post will discuss how to benchmark your portfolio’s return. […]

Popularity: 13%

Investing 104: Types of Investment Vehicles

Who: This is the 4th post in a series of investment basics. If you want to learn the basics of investments and how to get started, I suggest reading Investing 101, Investing 102, and Investing 103. You will find this post helpful if you want some information regarding different types of investments.
What: This […]

Popularity: 20%

Sharpe Ratio Calculator

Popularity: 54%

Sharp Minds Love the Sharpe Ratio

Who:This post is for people who want a way to quantify reward vs. risk in their investments or for people who know what a Sharpe Ratio is and want to learn more about it.
What: This post will discuss the meaning, calculation, and the usefulness of the Sharpe Ratio. The Sharpe Ratio is a measure […]

Popularity: 60%

My Guest Post: The Beauty of Penny Stocks

Who: This post is for people looking to invest in penny stocks or those who have considered it in the past or are considering it now.
What: This post will discuss some important information about penny stocks.
J.D. Roth, author of the blog “Get Rich Slowly” graciously offered me the opportunity to post a guest article last […]

Popularity: 86%

Make the Most of Your Roth IRA

Who: This post is for people who already contribute to their Roth IRA (and know that it kicks some ass) regularly and want to make the most of their investment returns.
What: Everyone knows that the Roth IRA is totally sweet. This post will discuss how to maximize the benefit that you get […]

Popularity: 15%

Investing 103: Isolating Your Investing Habits

Who: This post is for people who have read Investing 101 and Investing 102, regarding the basics investing. If you want to get started with investing and are not sure how, or just want a run down of the basics, the Investing series is for you.
What: This post discusses how to isolate your investment […]

Popularity: 15%

Investing 102: Creating Your Allocation

Who: This post is for people who are looking to create an investment plan for themselves. It may help if you have read the first part in the series, Investing 101: Components to Create an Allocation.
What: This is the second post in the series of the basics on investing. This post will briefly […]

Popularity: 19%

Investing 101: Components to Create an Allocation

Who: This post is for people looking to either get started in investing, or folks interested in learning about basic portfolio creation.
What: This post is the first in a multi-part series on investing. This specific post will discuss how to create your investment allocation, and also explain what the hell an allocation is.
[Investing 102 […]

Popularity: 19%