List of Financial Designations

Who: This is for the people who are confused by all the different financial designations given to various financial professionals.
What: This post is just a simple list of some of the common financial designations and what they represent.
Certified Financial Planner (CFP)
A Certified Financial Planner is a financial advisor that has completed a very extensive curriculum […]

Popularity: 49%

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: 67%

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: 15%

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: 17%

Uncle Sam’s Revenge II: Allowances & Exemptions

Who: This post is for people who enjoyed the first post on the Tax Basics and want to learn what allowances and exemptions are and how they work.
What: This is the second in a series of posts about income tax basics. This post will discuss what allowances and exemptions are and how income taxes […]

Popularity: 20%

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: 14%

Uncle Sam’s Revenge Part 1: Tax Basics

Who: This post is for those of you who have no idea how the income tax works or is assessed. You will find this post helpful if you want a general idea of how your taxes work and if you want a conceptual idea of how to file a tax return.
What: This post will give […]

Popularity: 21%

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: 18%

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: 17%

The Basics III: Opportunity Cost and Risk/Reward

Who: This post is for people looking for an economic twist to finance and for those who want to get an understanding of two fundamental economic and financial concepts.
What: This post will discuss opportunity cost and how to apply the theory in the real world. Also, this post will discuss the relationship between risk […]

Popularity: 19%

The Time Value of Money

Who: This post is for folks who aren’t scared of a little math. Also, if you’re interested in learning some metrics to evaluate different financial options that span various time period, you’ll like this post.
What: This post discusses the time value of money, as you may have guessed. The post will […]

Popularity: 16%

Why Credit?

Who: This post is for people who don’t have a credit card, who are considering getting a credit card, or who haven’t gotten a credit card because of reasons they think are good.
What: This post will discuss very briefly what credit is and will discuss in depth why you should have a credit card.
A Word […]

Popularity: 11%

The Basics II: Responsibility and Psychology

Who: This post is for everybody who hasn’t mastered the Zen of Finance.
What: This post discusses ways to be more financially responsible and the benefits of becoming more responsible. Additionally, this post discusses the psychology of finance and how to make the most of your financial situation. You can also view the other posts […]

Popularity: 8%

The Basics I: Budgets and Fees

Who: This post is for finance newbies and folks who get eaten up by fees.
What: This post will outline two basic concepts in finance, budgeting and minimizing fees. Read the other two parts of this series: ‘The Basics II: Responsibility and Psychology‘ and ‘The Basics III: Opportunity Cost and Risk/Reward‘.
So, you’re ready to make […]

Popularity: 8%