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Computerized Investing’s New May 2017 Content

May 22, 2017 By Matt Bajkowski In Computerized Investing, Personal Finance, Portfolio Management

Computerized Investing’s new May content is now available! This month includes: Learn the Market With Equities Lab Henry Crutcher, founder of Equities Lab LLC, gives an overview of the Equities Lab tool and how it aids the individual investor. Spreadsheet Corner: An Update...

Computerized Investing February Edition

February 22, 2017 By Matt Bajkowski In Computerized Investing, Personal Finance, Portfolio Management, Retirement Planning, Tax Planning

The February edition of Computerized Investing is now available! This month includes: The Top 11 Sites for Personal Finance, Retirement Planning and Tax Resources An update of the websites that offer the best guidance and tools for personal financial planning issues, including budgeting,...

Computerized Investing January Edition

January 25, 2017 By Matt Bajkowski In Computerized Investing, Personal Finance, Portfolio Management

The January Edition of Computerized Investing is now available! This month includes: Using Asset Class Rotations to Reduce Portfolio Risk and Increase Return Using an asset rotation strategy is a simple way to improve your portfolio’s performance, but you need the right tools...

Costs of Universal Life Coverage Going Up

December 5, 2015 By Wayne Thorp In Financial Planning, Personal Finance

Confronted with low interest rates, major insurers are exercising their contractual rights by raising rates on “universal life” insurance policies they sold to consumers years ago. Universal-life policies combine a death benefit with a tax-advantaged savings account....

The Costs of Dementia

December 4, 2015 By Wayne Thorp In Investing, Personal Finance

Time.com has put together a three-part series on dealing with the costs of dementia, and the data is staggering. Beyond the personal toll of seeing a loved one succumb to the effects of this disease, the financial impact can be just as devastating. According to the article, over...