This article looks back on the end of 2020 and some of the financial actions that I took then. These included learning about and beginning Covered Call writing and Cash-Secured Puts, changes to Lending Club, my decision to close my Acorns account, and why I did some tax loss harvesting at the end of the year.
This article follows my experiment with Real Estate Investment Trusts (REITs). I am testing out how a selection of REITs in the stock market, purchased in my E*Trade account, will perform compared to the investments in my Fundrise account. Click the title to read more…
I’m testing out how a selection of REITs in the stock market would perform compared to eREITs in my Fundrise account. Read about my latest additional investments and find out which account is in the lead.
In early March, I was thinking over the Grow Your Dough Challenge that I had completed in 2019 and wondering what I should do next as a financial experiment. Stock market prices had started dropping. My accounts that had investments tied to the stock market decreased in value. One notable exception to the shrinking assets was my Fundrise account, which held its value. That gave me an idea that I wanted to test out regarding REITs (Real Estate Investment Trusts). A real estate investment trust (abbreviated as REIT) is a company that owns, finances, or operates income-producing real estate and… Read More »REITs in the Stock Market Versus REITs in Fundrise
Announcing the release of the Squintillions Beginner’s Guide to Building Financial Success. The guide covers a top 20 list of financial tips to help those new to personal finance get started on the path to financial success. Contains explanations for each tip covered as well as links to further resources.
TD Ameritrade announced commission free trades online on US equities, ETFs, and options. Read the announcement sent to account holders. I give my thoughts on how the news plays into my investment strategies.
This article continues discussing my investment selection process for my new TD Ameritrade Trust brokerage account. It follows on from the TD Ameritrade ETF screener I used to select a set of ETFs to discuss my further process for narrowing down my choices.
I am deciding how I want to invest the money in this new TD Ameritrade Trust account. I am looking mostly for investments with good dividends or solid companies with some dividends and growth potential. In order to help fulfill my investing goals for this account, I decided to use the ETF screener at TD Ameritrade.
I discuss my experience of opening up an IRA with TD Ameritrade and transferring my IRA to that brokerage from Edward Jones. I also cover my experience opening up a Trust account with E*Trade and transferring my assets from my other accounts at Edward Jones into my new account at E*Trade. I compare the new account promotions and the platforms.
Lessons learned from using a Financial Advisor. Discussion of the downside to using a Guided Solutions account with Edward Jones – high fees!