The case against socially responsible investing (SRI)

Abstract: As attractive as it sounds, investing with a bleeding heart only leads to a bleeding portfolio.  Socially responsible investing costs both you and the causes you care about a lot of money and goodwill.  There are better ways to both invest your money and affect positive change in the world. Specifically, over 10 years […]

Happy hour at the stock market

Say what? Here in Portland, OR, we have our fair share of happy hours.  I don’t go to them so much anymore, but the general idea is that restaurants or bars will offer discounted food and drinks to fill seats during slow business hours.   The great thing about happy hours from a customer perspective […]

ETFs vs. mutual funds

Previously, I showed how low-cost, passive mutual funds can save you money versus actively managed funds that try to beat the market.  And in this post, I am here to tell you that ETFs can accomplish the same thing, and maybe even do it better. Giving credit where credit is due, this article wouldn’t have happened […]

Occupy capital markets!

Here is the deal: I think there is a good chance that economic growth in the U.S. will be slower than normal going forward.  And that slow growth will probably hurt workers more than capital owners.  So by my reasoning, it probably wouldn’t hurt to be a little more aggressive in trying to become a […]

Save money with low cost mutual funds

Investing in low cost mutual funds versus regular or actively managed funds is one of the easiest ways to save a lot of money.  I have written before about saving money the easy way by cutting back on recurring contractual expenses like bills and mortgage payments… mutual funds are no different. (Update: it turns out […]