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How to invest

ATPT, Episode 4 - The Return of Mr. Bond

Julie returns home after a disappointing date with Karl, but determined to research investing options for her 401k.Julie: [sobbing at her computer] I'll never understand it all! What's a front-end load? Who is Wilshire? Oh my god—I have until...

Make 7-10% on Your Investments

  The third installment of "As the Portfolio Turns"—in which Julie argues with Karl about the merits of investing in the stock market—sparked quite a debate about the stock market's profitability:How much can you expect to gain over the next 20-30...

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...

$50/Week x 45 Years = $1 Million

  Sophia Bera is an associate planner for a fee-only financial planning firm in Minnesota. She just passed the exam to become a Certified Financial Planner and will get her CFP designation in August.Here's the math Many people think: “I’ll never...

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...

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