Stocks With Benefits

Many companies offer special benefits to their shareholders — travel discounts, wine, and more.

Vanguard Just Announced Two New ESG ETFs

These ETFs exclude stocks from companies that fail to meet environmental, social, and governance (ESG) criteria.

Thoughts on Rounding the $300,000 Portfolio Milestone

I’ve made a lot of mistakes in life and in personal finance, but the one thing I did right was invest in my 401(k) immediately upon starting my first career-building job in 2008.

How to Navigate a Windfall

After the initial shock wore off, it was time to figure out what to do with all those dollars.

An Update on My Vanguard Personal Advice

Earlier this month, I became a Vanguard Voyager Client — and since then I’ve had two conversations with a Vanguard Personal Advisor, so I wanted to give you an update.

My First Stock and How It Grew

When I say stock, I mean exactly that: a single share.

In Which I Get My First Chunk of Vanguard Advice

As you might remember, I just became a Vanguard Voyager Client — and yesterday, I had my first conversation with Vanguard Personal Advisor Services.

Investing Update: I’m a Voyager Client!

Also, Vanguard thinks I might already be saving enough for retirement?

This Week’s Investing Update

My HSA completed its first auto-trade yesterday.

In Which I Am the Luckiest Investor Ever

I bought low and sold high without intending to.

This Week’s Investing Update

I got an email from TIAA this morning letting me know that my rollover is in progress.

Another Update on My Investing Project

Here’s where I am with all of my current investment vehicles.

An Update on My Investing Project

Time to figure out how to AVOID FEES.

Opening Investment Accounts After Freezing Your Credit Reports Is a Huge Pain

I should have unfrozen everything first.

The Dow Is at Its Highest Ever (Again)

It just passed 25,000 points.

Let’s Get Excited About Investing

So I told you I’d tell you about my NEW 2018 BUDGET, and how it includes PERSONAL NON-RETIREMENT INVESTING.

I Thought I Wanted to Form an Investment Club. (I Don’t.)

I run with friends, I hike with friends, and I only like to cook when there are other people helping in the kitchen. An investment club would be the same thing, right?

Anyone Going to the Vanguard Funds Annual Shareholder Meeting?

Or… voting by proxy?

“You Don’t Have to Invest the Money”

Another expert argues for cash liquidity… so you can use your cash to take risks that might out-earn the market.

Socially Responsible Investing: A Conversation With a Financial Adviser

Socially responsible investments are out there if you do your research.

Are Stocks Too Expensive to Be Valuable?

Once again, investment experts are suggesting to put more money in cash.

Index Funds Outperform Actively Managed Funds

The WSJ has a new report with a not-too-surprising conclusion.