Investing
ATPT, Episode 5 - Julie Takes Control
After her night cap with Mr. Bond, Julie returns home and Skypes with her best friend, Cristina.Cristina: But who IS this guy? And why are you letting him tell you what to do with your money?Julie: I'm not 'letting him' do anything! He works in... ➡
Put a Cap on It
Investing pros have a number of criteria they use when choosing their investments. An important one to know is the difference between large-cap, mid-cap and small-cap companies. Cap means capitalization The secrets of the investing world can be... ➡
So You Want to Be a Landlord
Just say the phrase "rental property" and people's eyes light up. Everyone knows that rentals have the potential to generate income above and beyond the cost of carrying the property. And some folks do turn a nice profit from rentals. But the... ➡
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... ➡
