My father invests very differently than I do. He embraces the safety and security of US treasury bonds and purchases them directly as the majority of his investing. I interviewed my father to draw upon over 40 years of his investing experience in US treasuries as a non-professional, or retail, investor – like us. Since […]
Example ETF Fund Comparison
Last week I introduced resources for information and how to compare major fund types in How to Pick a Fund. This week, we’ll dig into a practical comparison of three specific exchange traded funds based on the S&P 500 Index so you can follow along with how those resources can be used. What is the […]
How to Pick a Fund
With so many investment funds now available, we need to evaluate them to pick what is right for our needs. We’ll start by looking at the key factors for fund analysis and then cover useful resources to locate this information. Key Factors for Fund Comparisons When evaluating all types of funds (mutual, closed-end (CEFs), or […]
What the Fund?! ETFs, CTFs, and Mutual Funds
Investment funds create baskets of assets and package them for investors. Most funds stick to publicly traded stocks or bonds, but some funds will include commodities, real estate, cryptocurrency, or other more exotic assets. Most likely, you will start your investing journey with one of these funds either because you want to start simple or […]
Working Money: Investment Options
After starting to Pay Yourself First, cash starts to accumulate. That is when we Put Our Money to Work (our rule for early retirement #2), but to do so, we must pick both an investment and an account type. However, trying to cover both in one blog takes too long, so for today, we’ll focus […]