Do investors behave badly? I’m not referring to institutional traders that risk billions, and in the view of some put entire markets at risk. I’m talking about individual investors, everyday people who primarily invest to ensure a comfortable retirement in the future. And by “bad”, I don’t mean with bad intent. I’m referring to behavior […]
Can you feel it comin’? As I write this post, I’m listening to the new Velvet Years EP from Blue Eyed Jesus. While the title song deals with a sort of revolution of a very different nature, the “revolution” concept seems appropriate when considering the impact ETFs have and will likely continue to have on […]
Okay, revolution may be a bit strong. In reality, Roth IRAs have been around for awhile, and even a few hundred bloggers collaborating doesn’t make a revolution. So maybe movement is a better word. That is what Jeff Rose is proposing on his Good Financial Cents blog. Jeff recently spoke to a class of seniors […]
A couple of years ago Kiplinger Personal Finance ran an article that discussed the wisdom of investing in dividend-paying stocks. The information in the article is pretty well-covered territory at Foothills Financial Planning, but a sub-article covering Why Dividends Matter almost sounded like an advertisement for the Camelback Fund, which made it a good candidate for coverage in this blog. […]
Several months ago Jeremy Siegel and Jeremy Schwartz wrote an Op-Ed piece in the Wall Street Journal that stated (not for the first time) their feelings that Treasury bonds are in a bubble, and they suggested that dividend-paying stocks are the answer to a Treasury bond market that they feel is dangerous. I heard from a number of […]
The November, 2011 issue of NAPFA Advisor magazine features a very informative piece titled Understanding Health Savings Accounts. I was honored to be a featured source for the article, as NAPFA Advisor is the official magazine of the National Association of Personal Financial Advisors, and is highly regarded in the world of fee-only financial advice.
In the paper “The impact of staying invested during market turmoil“, Russell Investments presents some data demonstrating the consequences of several different courses of action during the 2008 financial downturn, through the end of 2010. The data shows what would have happened if a hypothetical investor had a $100,000 portfolio, and had invested 60% of […]
My family was recently featured on Reuters Money regarding the financial challenges faced by parents of triplets/multiples. Aside from the nervousness of laying ourselves bare for the world, it caused me to reflect on that period of our lives, and review some of what we did right and wrong. Certainly, there are some unique and often surprising financial […]
An exchange-traded fund, or ETF, is an investment that trades on a formal exchange, like a stock. Unlike a stock, a share represents an undivided interest in a pool that invests in multiple assets. For instance, the first ETF in the US was created to fully replicate the S&P 500. As such, it theoretically invested in the […]
I resisted reading The Millionaire Next Door for a long time, because the title led me to the assumption that it was a get-rich-quick tome. I was very wrong about that, and I was disappointed that I waited so long. I’ve now read the book several times. Far from being a book in the genre of Rich Dad, […]
About Kevin O’Reilly
Kevin O'Reilly, CFP® is the principal of Foothills Financial Planning, Inc., a licensed Investment Advisory firm based in the Ahwatukee Foothills neighborhood of Phoenix, Arizona, with an office in North Phoenix/Scottsale. Kevin is also the proud father of triplets!
- A Roth IRA Revolution March 27, 2012
- From TwentySomething to Millionaire November 26, 2012
- The Easier It Is, the More We Spend February 12, 2013
- Stuff My Triplets Say – Credit Cards December 15, 2012
- Staying The Course March 10, 2012
- So it’s time to take your first RMD April 1, 2015
- What is a REIT? September 15, 2014
- More than 1/3 of Americans have saved nothing for retirement August 18, 2014
- McDonald’s Menus and Personal Finance August 6, 2014
- What Is a Stock’s Market Cap? March 19, 2014
- Kevin O\'Reilly, CFP®: Agreed. There are some good, free tools out there...
- J Andejeski: Websites like Mint.com will track your purchases f...
- McDonald’s Menus and Personal Finance | Multiples and Money: […] talked before about how the easier it is...
- Investing is Risky – Market Risk | Multiples and Money: […] an earlier post I introduced a new serie...
- Pay Less at the Gas Pump This Summer | Multiples and Money: [...] 4% on average each year. That equates to a...
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