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How To Decide Between An ETF Or Mutual Fund?
So you’ve seen the light and you no longer have any Wolf of Wall Street style illusions of grandeur. You’ve decided to avoid becoming one of the 99% of stock traders underperforming the index, and...
View Article4 Reasons You Should Let Your Wife Do the Investing
In my family, I’m the one who usually manages our budget, bills, and investment accounts. I admit; I’m a bit of a money nerd, but I’m sure you wouldn’t expect anything less from someone who has been a...
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Investing In Real Estate VS Stocks: Picking a Side
I know a lot of wealthy people and most of them share one characteristic: They didn’t become wealthy from a conventional job. It’s possible to build a big nest egg by working a typical 9-5, but it’s...
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5 Lessons Learned from Warren Buffett’s 2016 Letter to Shareholders
Two weeks ago, Berkshire Hathaway released its 2016 Annual Report to Shareholders, complete with 26 pages of hand-typed wisdom from Mr. Warren Buffett himself. Buffett, of course, needs no...
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An Extreme Strategy For Getting Ahead On Minimum Wage
The question of whether or not we need a $15 minimum wage has been a hot button political issue for many years. But here at InvestmentZen we’re not interested in debating policy issues – we’d rather...
View Article12 Ways To Spring Clean Your Finances
As I wrote on my last post, I keep track of my finances several times a month, to make sure all my cash is allocated optimally, and earns me money passively. I get that not everyone is a hard core...
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Self-Directed Solo 401(k): The Ultimate Investment Account For Entrepreneurs?
What if I told you that the most amazing type of investment account is one you’ve probably never heard of. This account allows you to contribute $18,000 annually, pre-tax. It also permits your company...
View ArticleHow A Debilitating Illness Helped Me Find The Path To Financial Independence
A few years ago, nothing or nobody would make me think that I was going too fast. Today, I know myself much better. I know what makes me happy and what doesn’t. I know where I want to go and what to...
View ArticleIt’s Okay To Look (Turning Dissatisfaction Into Financial Opportunity)
Some people are always looking. Others never look. Financial opportunity is in the middle. Now this isn’t about married couples in the O.C. out to dinner at a restaurant, flirting with potential...
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How To Invest Money Wisely With Little Money
The personal finance community is a funny bunch. We complain endlessly about the average person not having very much money saved up, and yet most of our investing articles assume the reader has...
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How To Invest A Million Dollars
My investment portfolio is a mess. I have tech stocks including Google and Chinese internet startups. There is $30,000 in a REIT. I have over $200,000 in Facebook. I’m all over the place: My top...
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Should You Pay off Student Loans or Invest? Here’s How to Decide
Waiting to invest can mean missing out on years of compound interest growth. In fact, waiting 10 years to get started can mean the difference between retiring with $500,000 and more than $1 million. So...
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The Stock Market Is Near All-Time Highs (Or Crashing)! What Now?
A good friend said something recently that disturbed me: I’ve had cash on the sidelines for a long time. I’m waiting for a big drop to deploy it. I have a feeling we’re going to get a correction soon....
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How To Manage Your Money By Automating Your Finances
Fact: most people budget backwards. Stop me if this sounds familiar: you make decent money. Every couple of weeks you eagerly await your paycheck, and every couple of weeks you’re shocked at how much...
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How To Use Warren Buffett’s “Moat” Strategy In Real Estate
I’m a Warren Buffett nerd. While most people watch series on NetFlix for fun, I like to read through the archives of Berkshire’s Annual Letters! Yeah, it’s that bad. But if you’re reading this, I...
View ArticleWhy I Am Financially Independent, But Cash Poor
A month ago, my bank emailed me to say they had flagged me as a financially fragile customer and wanted to offer me a tailored set of products. In other words, they wanted me to hand over my Mastercard...
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How To Invest In Real Estate Without Owning Real Estate
The renters across the street left the home a disaster. And considering the way the they moved out, it wasn’t a surprise. Late one evening, the tenants loaded all of their belongings into a moving...
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Setting Financial Goals: The 4 Phases To Financial Independence
When I was in university, I just wanted to eat. After graduation, my goal was to pay off the $60,000 I had accumulated in student loan and credit card debt. In those early phases, my relationship with...
View Article48 Financial Experts Reveal How Much Money They Need To Retire
PwC’s Employee Financial Wellness Survey 2017 revealed that 40% of 1600 employees surveyed only had $50,000 saved for retirement. While 72% of Boomers surveyed have $300,000 or less for retirement, 30%...
View ArticleRisk Mitigation Has Evolved – Has Your Portfolio?
In recent years, the negative correlation between public stocks and bonds has broken down, limiting the benefits of diversification. Large institutions have looked outside public markets for...
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