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    Tag: Investing

    Slides from session 3- Sunset High School financial literacy

    Here are the slides from my savings and investment class at Sunset:

    Attention active investors: helpful red flags

    Are you an active investor?  Do you go deep into company’s income statements, balance sheets, cash-flow statements to find undervalued stocks?
    If so, this link on forbes.com is a must-read.
    In this article Richard Wyman uncovers in great detail common accounting tricks that corporations use to make their financial standing appear better than it actually is.  These [...]

    The million dollar mistake that 20-somethings make

    WSJ.com wrote this great article about the number of 20-30 year old’s who are abandoning their 401K plans at work because of the turmoil in the markets.  This is unfortunate.  I don’t know when the stock market will turn around but I am willing to bet my life savings that by the time I am [...]

    Phil Fisher’s “Common Stocks and Uncommon Profits”

    Common Stocks and Uncommon Profits is considered to be Phil Fisher’s signature book on investing. This investment classic was originally published in 1958 but the content is timeless.
    In this book Fisher describes his unique investment criteria which is more growth oriented than the value approach that I have been more interested in as of late. [...]

    Roth 401K: Tax Me Now

    Our company recently changed 401K providers which offered me the opportunity to evaluate not only the standard 401K but also the Roth 401K.  I had read about the Roth 401K back in December of 2007 and was pleased to see that these options were beginning to work their way into employers’ offerings. 
    It also created [...]