61 posts tagged with Finance and investing.
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What to do with extra money originally deferred for company ESPP?

I recently quit my job and started another, with my termination date unfortunately a day before the company purchases shares for an ESPP. So I now have a good chunk of money originally set aside for investing in my (now former) company. Any suggestions what I should do with it? Single-stocks, mutual funds, robo-advisors (e.g. Wealthfront), Roth IRA, index funds? About me: I'm 29, single male, renting, no loans or debts, and make a decent salary as a Silicon Valley medical device engineer, so I'm not pressed for cash or anything and are more open to risk. No need for specifics, just some ideas.
posted by beammeup4 on Jul 31, 2016 - 5 answers

Where/how can I find a trader in financial markets with whom to invest?

I've recently been looking into trading financial markets (e.g. forex, shares, etc.) However, my conclusion is that it takes a very long time and a lot of effort to do it right. I could put this effort if need be, but would prefer to focus on my career at this point. I had the thought that it would be nice to find someone who has achieved a degree of success in trading to manage an account for me (i.e. division of labor). But where would one find such a person? [more inside]
posted by strekker on Jul 30, 2015 - 10 answers

I've got the zero percent fed funds rate blues

Inflation is ~1.75% and the best savings account I can find is 0.75%, so I'm not even keeping up with inflation. Can I save money in a safe, liquid, way, without accepting a negative real return? [more inside]
posted by jcreigh on Mar 21, 2015 - 10 answers

Help me decide which index funds in which to invest

I have some money to invest (greater than $10,000). I’d like to gain exposure to the stock market. It seems index funds are a good way to go. Please recommend some specific funds or products which I should look into. FWIW I am in Australia. [more inside]
posted by cestlavie on Dec 4, 2014 - 8 answers

Please help me organize my investments and finances! (401k Rollover!)

Need help deciding what to do with my investment finances, including rolling over my prior Co. 401k rollover. I hold 2 401ks, 1 Roth IRA and I'm planning maybe on an index Fund. Details inside! [more inside]
posted by PetiePal on Mar 18, 2014 - 8 answers

Should I dump money into my retirement index fund if the market craters?

I have a bunch of money I've been wanting to dump into a low-fee index fund all year. (It's my retirement account.) I've been holding off because of the whole budget/debt ceiling business that's been going on all year. It looks like events will be coming to a head this week. If the market totally craters, would that be a good time to buy? [more inside]
posted by evil otto on Oct 13, 2013 - 16 answers

Is the stock market's real long-term return just 2 percent?

I was looking around for information on long-term investment planning and I ran across this page, which says that after adjusting for inflation, long-term stock market returns are only 1.9% before taxes. The whole site seems to advocate this sort of really creepy gold fetishism that's been popping up lately, so my natural reaction is to dismiss it. But I still have doubts, and this plays into my anxieties about whether retirement savings is worthwhile at all. Help me debunk this? (Existential crisis inside.) [more inside]
posted by aw_yiss on May 12, 2013 - 28 answers

Help me choose between 5 Vanguard Funds

Help me choose between 5 Vanguard Funds [more inside]
posted by r2d2 on Feb 15, 2013 - 5 answers

Better than burying my savings in the backyard

What do I need to know about hiring a stock broker or financial advisor? [more inside]
posted by The Winsome Parker Lewis on Oct 16, 2012 - 8 answers

Total health of US Investors

How would you measure the total health of individual investors? So the U.S. has a large number of individual investors actively managing their money. Does anyone measure that for both number of accounts and total amount in them? Trying to see if we can track are people more actively investing or less actively investing as opposed to parking their money in mutual funds.
posted by monkeywithhat on Oct 10, 2012 - 4 answers

Seeking the impossible - ethical, reliable investment.

Seeking the impossible - ethical, reliable investment. [more inside]
posted by Megami on Aug 10, 2012 - 12 answers

How to deal with draconian personal trading restrictions when working in a Wall St bank

I've just accepted a job at a large Wall St bank. I have a large amount of cash to allocate at the moment and don't want to leave it in the bank earning zero interest. However, I am designated a "sensitive person" for compliance purposes in the new job and am subject to very severe restrictions on personal trading. How do people in similar situations manage their personal finances? [more inside]
posted by kramer1975 on Aug 5, 2012 - 7 answers

Is this famous investment scam real or fiction?

A crooked stockbroker sends newsletters to 1000 people; half the newsletters say stock A will go up, half say it goes down. Stock A goes down. He sends 500 new newsletters to the people who got a correct prediction about stock A; half of the new newsletters say stock B is going up, half say it's going down. He then sends 250 more newsletters... etc. Eventually there's a handful of people who've gotten eight straight correct picks from him, and those suckers invest their life savings. Has this scam ever been carried out in real life, or is it just a story? [more inside]
posted by escabeche on May 25, 2012 - 18 answers

Help me evaluate this investment strategy.

I've been happily making regular investments, but I suddenly have a lot more money to invest. How should my strategy change, it at all? [more inside]
posted by theexpgen on Mar 23, 2012 - 11 answers

What should I do with my disposable income investing-wise?

Financial Advice. About to be 30 years old and would like some advice on what to do with disposable income. Details inside! [more inside]
posted by PetiePal on Mar 12, 2012 - 16 answers

Financial Advisor Inquiry

I'm a 33 year old male who has been interested in being a Financial Advisor since the 7th grade. I've an undergraduate degree in Finance with a CIS option and am currently 1/2 way through my MBA. I really want to become a FA but I'm a little nervous about starting from scratch, selling to my friends and family, and walking around town knocking on doors to sell although I've been told that I am a very likeable person who would be great at this. [more inside]
posted by Paalen on Nov 4, 2011 - 5 answers

Cheap but Quality M.S Finance Program in Europe

Looking for "cheap" but high quality masters/finance program in Europe(preferably), that has an emphasis on hedgefunds/quant/derivatives/trading and is taught in English. [more inside]
posted by sawyerrrr on Sep 16, 2011 - 5 answers

Is there a way to 'short' higher education?

Is there a 'bubble' in higher education? By that I mean, are there too many colleges right now, who are charging too much for tuition, and too many people paying too much for degrees, and taking loans that they will never be able to pay off? And assuming that there is such a bubble, and it were to burst, how would a deeply cynical person invest to make money on the collapse in the way that some savvy people made money on the housing market collapse?
posted by empath on Apr 26, 2011 - 21 answers

I'm going to live in a cardboard box when I retire if something doesn't change.

i want a financial advisor who helps me create a personal budget and who also helps me with investments and financial planning. Who does that?? [more inside]
posted by Kololo on Mar 4, 2011 - 7 answers

Experience with Wealthfront?

Anyone have any experience with using or knowledge of Wealthfront (formerly Kaching)? [more inside]
posted by cftarnas on Dec 29, 2010 - 3 answers

Looking for Better Rates on Savings

Bond fund: is this a rational move for savings to get a higher yield? [more inside]
posted by Short Attention Sp on Nov 29, 2010 - 8 answers

How are VC/angel firms usually structured?

How are venture capital/angel investor firms/funds usually structured? [more inside]
posted by arimathea on Sep 15, 2010 - 8 answers

Investment adivce for a 39 y/o clueless guy!

Financial moron w/kids and no investments needs to think about the future. Help needed, I don't know where to start! (mess described inside). [more inside]
posted by Ponderance on Jul 28, 2010 - 18 answers

I want to be like a squirrel putting away nuts for the winter.

Twenty-something Canadian girl would like some financial and investing advice. [more inside]
posted by catburger on May 15, 2010 - 15 answers

Market-timing leading to marital problems

How to convince husband to stop market-timing investing? (Or what compromise to seek?) [more inside]
posted by anonymous on Apr 13, 2010 - 27 answers

Money lessons for teens (while still doing what they love most.)

My 15 year old daughter is in an economics course this semester and loves it. I'm looking for ideas to help her learn even more. I've tried many ways to give her a leg oupon money matters and she's resisted strongly until now. I'm looking for books, clubs, activities, websites, podcasts, movies, methods in practice, you name it (including specific actions I can take) that will help her learn to manage money and get a grasp on investing all while doing the very things she loves so that she sees that money is not the end-all-be-all. What have you or others you know done to help teens learn about money and put those principles into action?
posted by brokeaspoke on Feb 19, 2010 - 26 answers

Online games for money moguls?

I dig "Mafia Wars" for its investment features. Would love to find more games about modern money-making and investing. [more inside]
posted by skypieces on May 1, 2009 - 14 answers

An opportunity, or a pig in a poke?

How do I get the most out of a meeting with a financial advisor I don't particularly trust? [more inside]
posted by LN on Mar 19, 2009 - 10 answers

Allocating my assets between mutual funds in my IRA account

I have four mutual funds in my IRA account - a Total Market index fund, a Small-cap index fund, an International stock index fund, and a Bond index fund, and I'm trying to figure out how to allocate my assets between them. I've read a little bit about "Modern Portfolio Theory" and the "Efficient Frontier", but I'm struggling to understand some of the math. So, is there a simple way I can test whether a particular allocation is on the efficient frontier? Or, see all the possible allocations on the efficient frontier and choose between them? How do I figure this out? Ideally, I'd love to see a simple enough formula that, given the mean and standard deviation (and maybe correlation matrix), of my four funds, would tell me what allocation is on the efficient frontier. Or, some type of online tool, or an Excel spreadsheet or something. [more inside]
posted by stuehler on Feb 17, 2009 - 10 answers

30-year investment portfolio which has to start before the end of the year and wants to be left alone afterwards?

If you had a very strong incentive to invest money before the end of the year with a 30-year outlook, and a further strong incentive to not adjust your investment strategy over that timeframe unless absolutely necessary, what kind of portfolio would you assemble? [more inside]
posted by anonymous on Dec 5, 2008 - 15 answers

Financial crisis blog recommendations?

Recommend any financial crisis blogs written by people who are following all the relevant indicators, or by people involved in the finance industry, who are trying to make sense of the market and economy?
posted by vizsla on Oct 9, 2008 - 12 answers

How do I check the 'health' of my brokerage?

How can I find out the health of my investment brokerage (like Fidelity.com, E-Trade, etc)? Can brokerages even crash and lose my money like in a bank failure? [more inside]
posted by random1destiny on Oct 6, 2008 - 7 answers

Should I cancel my health insurance and invest the money instead?

Is cancelling my health insurance and investing the money instead a good bet, or a foolhardy risk? I'm young, in good health, and have no chronic health conditions. [more inside]
posted by anonymous on Jul 26, 2008 - 47 answers

Resource for evaluating past stock recommendations?

Is there anyone (especially online) who's collected reasonably well-informed stock picks from, say, 2, 5, or 15 years ago and explained why the recommendations did or did not work out? [more inside]
posted by ibmcginty on Jul 21, 2008 - 5 answers

How would you invest $100000?

About $100 000 has been transfered to me, and I don't know how to properly invest it. [more inside]
posted by anonymous on Jul 7, 2008 - 38 answers

Financial / 401k advice for a 23-year-old engineer.

Financial / 401k advice for a 23-year-old engineer. Considering the state of the economy and the price of oil, what should I do with my stocks. Also, I have the option for a 401k but I have no idea what type of 401k to choose. [more inside]
posted by decrescendo on Jul 1, 2008 - 20 answers

Is an index fund really a pot of gold at the end of the rainbow?

InvestingFilter: Is there anything inherently flawed about investing in index funds? [more inside]
posted by reenum on Jun 18, 2008 - 24 answers

What should a European do with this American savings account that is depreciating in value?

European who has USD in an American account - what should I do? [more inside]
posted by anonymous on Apr 21, 2008 - 4 answers

Calculating standard deviation on compounded investment returns

Is it possible to estimate the standard deviation of an investment's return after "y" years, if you know the investment's mean annual return and standard deviation? [more inside]
posted by stuehler on Mar 25, 2008 - 14 answers

What's the safest possible thing that I can do with my money?

What's the safest possible thing that I can do with my money? [more inside]
posted by Afroblanco on Mar 20, 2008 - 28 answers

Head back towards zero and start over?

I am considering selling off most of my assets to pay some of my debts, and want some outside advice on if I should. [more inside]
posted by andifsohow on Mar 14, 2008 - 11 answers

Stocks and bonds and...silver or something?

What are some great, informative sites/forums related specifically to trading/investing in/selling metals? Apparently metal is where it's at now that the dollar is dropping. I know little to nothing about finance and trading, etc. - [more inside]
posted by sarelicar on Mar 12, 2008 - 9 answers

Timing, forget the timing

Automatic investment plans (e.g. employee retirement accounts) often seem to make their investments on the first day of the month. If millions of people are known to consistently invest in markets on the same day of each month, does this have an effect on the price of what they purchase? [more inside]
posted by alb on Feb 19, 2008 - 7 answers

What to do with all that money?

I will soon receive an inheritance of about $100,000-$150,000 (numbers are vague right now). I'm looking for tips and advice for managing that money. [more inside]
posted by anonymous on Jan 14, 2008 - 16 answers

Where can I find summary information for a specific stock for days in the past? (more inside)

Where can I find summary information for a specific stock for days in the past? [more inside]
posted by tozturk on Aug 18, 2007 - 6 answers

Flea Market Maven

My wife and I will be moving stateside from Bermuda next year. We will be moving into an empty house with NOTHING except outdated wardrobes and cash. With that said, we will be acquiring a lot of stuff. We will need cars, furniture, appliances, electronics, art, tools, clothes, insurance, etc. etc. How can we maximize our investments in all this stuff? What is your opinion on getting good deals in each of these categories? Our financial planner suggested we incorporate to get some tax write-offs. Another friend said to look into SwapLease. Yet another said to buy all of our furniture in North Carolina. If you were starting with nothing, how would you approach it? Should I walk into Best Buy and tell the manager to make me a deal? Should we buy used cars? Hit garage sales? Buy fine art and antiques? Get a part-time job at the Gap? Where and how can I find the best deals / best investments?
posted by jasondigitized on Aug 14, 2007 - 12 answers

'Ethical' funds?

How ethical are Ethical Funds? After meeting with an SRI adviser and perusing the literature, I'm not so sure. [more inside]
posted by lindsey.nicole on May 20, 2007 - 19 answers

Financial planning resources for U.S. expatriates?

What are some good resources to help an expatriate plan for retirement? [more inside]
posted by armage on Apr 29, 2007 - 1 answer

I've paid off all my credit cards.... now what?

I've paid off all my credit cards.... now what? [more inside]
posted by weiler63 on Mar 7, 2007 - 22 answers

Help me spend my loonies wisely.

Help me learn about personal finances... Canadian style. [more inside]
posted by flibbertigibbet on Feb 21, 2007 - 13 answers

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