Archive | Stocks

CliffO

“As Long As The Stock Market Doesn’t Crash”

I ran into my former coworker, Bob, in the office lobby the other day. We started talking about retirement. He’s planning to fully retire later this year. He’ll be 62-years-old. The last time we spoke about retirement, his target age was 67. I congratulated him for being five years ahead of schedule. He’s one of […]

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Passive Income Ideas Feature

10 Passive Income Ideas To Start This Year

We all share a common goal each year… to become wealthier. The savviest build wealth not by exchanging their time for money, but by investing their time and money in schemes and investment vehicles that earn a return. To help motivate you to achieve your wealth building goals, I’ve compiled a list of 10 passive income ideas to […]

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2015 GOALS Med

Annual Goals and Resolutions Review

2016 was a reset for my personal finances. In lieu of achieving epic goal reaching success, I focused on building a more solid foundation from which my wealth can grow. Not all the changes were easy, but the results have set the stage for the years ahead. A sneaky cash flow problem became apparent in […]

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Santa Stocks Small

Santa Claus vs. Warren Buffett

Welcome to the fourth installment of the Santa Claus Stock Portfolio review. In 2013, Santa assembled a portfolio of dividend paying stocks based on his unique perspective on Christmas and the holiday shopping season. Every year since we’ve compared the performance of his portfolio to the S&P 500 Index. After elf-sized returns last year, Santa’s […]

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Test two

List Of Debt-Free S&P 500 Companies

  How much debt is on the balance sheet? That’s one of the first questions I answer when I’m evaluating a stock. Companies borrow money for a myriad of reasons including to launch business lines, fund acquisitions, fund operations, and sometimes to fund distributions to shareholders. Smart MBAs sit in office suites and perform elaborate spreadsheet […]

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revolution-800

Revolt Against Fees!

Last week I received bad news about a dividend reinvestment plan (DRIP) that I’ve invested in for the past two-plus years. Procter & Gamble (PG), the consumer products giant and popular Dividend Aristocrat, switched its stock transfer agent and raised fees. DRIP fees are the enemy of dividend growth investors. Those of us that track […]

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Drip lessons learned

Lessons Learned From 20 Years Of DRIP Investing

As my investing strategy has evolved over the years, I’ve started to move away from DRIP (dividend reinvestment plan) investing. In part, because of the extra 1099-DIV tax form and costs basis data. But also because I’m now pooling dividends and reinvesting them into more undervalued stocks. The varying fees are annoying too. I still […]

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SureDividend

Top 5 Dividend Aristocrats Using The Best Value Rankings (With A Special Guest)

The last article I wrote introduced the brand new Dividend Aristocrats Best Value Rankings page. It’s a quick resource for evaluating the most undervalued Aristocrats to be considered for further research. Today’s post takes a closer look at the current Top 5 Dividend Aristocrats using the tool. And I’m super excited about who’s here to help out. […]

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Source: Wikipedia Commons

What Are The Most Undervalued Dividend Aristocrats?

Today’s post introduces a new resource that I put together for dividend investors called the Dividend Aristocrats Best Value Rankings. It’s a quick and easy starting point to begin your dividend growth investing research. The rankings are free to use, so click on over and let me know what you think. Curious what company tops the list […]

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Goals and Resolutions (Inspired By My Kids)

Happy New Year everyone! Did you accomplish your financial goals last year? Any resolutions for 2016? The goals I set last year were mostly a success. Setting firm and measurable financial goals kept me motivated throughout the year. I’ve made some exciting progress. My 2016 goals are similar but need to account for potential uncertainty during […]

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Taxloss Feature

Tax Loss Harvesting A Loser – CMI

I spent a lot of money on CDs in the 1990’s. Had I invested every dollar instead, I’d be much closer to reaching my long-term goal. Collecting material objects is rarely a good retirement strategy. The two giant plastic bins of nearly worthless 1980’s era baseball cards in my basement strengthen that statement. But alas, […]

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Santa Stocks Small

Santa’s Stock Portfolio Year 2 – Elf-sized Returns

Welcome to the third annual installment of Santa’s Stock Portfolio! Each year I take a look at Santa’s stock portfolio to see how he performed against the S&P 500 index. Santa spends most of the year semi-retired with plenty of time to rethink over his investments. Come December, he’s busy making lists and rechecking them (twice) […]

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Retire Before Dad Story Camel

The Retire Before Dad Story

At age 27, I was broke, unemployed, and living at home with my parents. Not surprisingly, I was single too. Sounds depressing, right? Not so. I had recently returned from an epic 14-month backpacking trip to Asia and Latin America, spending just $10,000 on the entire journey, then completed a three-month, 8,000-mile road trip throughout the U.S and […]

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Drawers 500

Hold Your Drawers And Buy Stocks

When I was 10 years old, I spent New Year’s Eve at my Aunt and Uncle’s house. It was frigid outside, but my Uncle was determined to set off some firecrackers he acquired through a coworker. He said they were unpredictable and cheap Chinese firecrackers. All fireworks were illegal in our township. Since it was […]

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