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MP Dunleavey

As the Portfolio Turns, Episode 3

Julie is torn about how to handle her retirement. Mr. Bond's conservative approach (Episode 1) sounds wise, but her boss Karen's DIY strategy (Episode 2) has an off-road appeal. She meets Karl at a café, after work. Karl: You know, I'm not sold...

As the Portfolio Turns, Episode II

(Missed last week? Catch up on Episode I) Still pondering her encounter with the mysterious Mr. Bond, the next day Julie is confronted by her new boss, Karen, a single mom, who is head of the physical therapy department at the hospital.Karen:...

As The Portfolio Turns

Meet Julie, a 34-year-old physical therapist who is trying to set up a retirement account for herself. She goes to a party and meets Jim Bond, an older gent with an air of mystery about him.Julie: Do you think that dip has sour cream in it? I'm...

Wall Street Charmer

Worth a second look You know that low-key guy—the one in the next cubicle, or down the street—who's not exactly a hottie, but... he has something going on? In the investing world, that quiet charmer would be the exchange-traded fund—known by his...

Saving Your Retirement

  Be calculating How much money do you need to save for retirement? That's a good—and complicated question. Let's keep it simple. For now, you're going to nail down a ballpark figure.Goose egg or nest egg? Use online calculators with caution. They...

A Mortgage that Pays

  Easy money Reverse mortgages sound like a godsend for older folks who need cash. But if your mom and dad are considering one, pay attention. Seniors who qualify can "reverse" their mortgage and withdraw a wad of home equity in the form of a...

The Gymnastics of Investing

Gotcha! Deep in DailyWorth headquarters, we are preoccupied with one thing: Building your worth. So when it comes to investing, we look for any way—including standing on our heads—to grab your attention. Pathetic? No. Cunning! Be honest: If you...

Do Green Funds Yield Greenbacks?

  For love, not money For years, investment pros looked askance at so-called socially responsible investing options (SRIs). Sure, investing in green causes was fine for tree-huggers. But nobody with an ounce of financial sense would pick values...

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