Can I rollover my 401k while still employed?
In recent conversations, the question has come up as to whether you call rollover your 401k to a traditional IRA while still employed at the sponsoring employer. There seems to be some confusion about this and rumors of new laws that allow it.
The short answer to the question is, no. By law, you [...]
Offer to Switch Citi Dividend to World Mastercard
Today I received a phone call from Citi welcoming me to the new Citi Diamond Preferred Rewards World Mastercard. They stated that my old Dividend card will automatically switch to the new card if I do nothing by June 30, but that I can keep my old card if I want.
Others have received the same [...]
What active investors really do and what it costs them
A couple inherited $20,000 in 1985. The husband and his wife decided that they would put their windfall into mutual funds. They decided that they would split the money and each put $10,000 in their own account. They both selected the same stock mutual fund and put their money in on the first business day [...]
Fundamental Indexing vs. Traditional Indexing
Today, one of the biggest idea battles in investments is between fundamental indexing and traditional indexing.
The idea behind fundamentally weighted indexes is to weight stocks in an index by some “fundamental” measure of value. The notion originated with Pasadena, Calif., money manager Robert Arnott and it has since been taken up by others, notably [...]
April 2007 Net Worth Snapshot
April was another good month where we saw progress in all categories.
All of our stock investments saw positive gains thanks to the strong market performance in April.
Again, because I was hesitant to include home equity in the calculation, it is an ultra-conservative number. It is more accurately the amount of our mortgage that we have [...]
