Too Much of A Good Thing?

Too Much of A Good Thing?

Remember the scenes in Forest Gump where Bubba is listing all of the ways you can prepare shrimp?  Sometimes I feel like that when I’m describing all the mutual fund options out there.  You have large-cap value, large-cap growth, small-cap, mid-cap, international,...
The Cupcake Wheel

The Cupcake Wheel

One of my favorite games at my hometown’s fair is the “Cupcake Wheel”.  For a quarter you can buy a square on the board.  They spin a big wheel with corresponding numbers on it and if the wheel ends on your number you win a box of homemade cupcakes! I remember one...
Size Matters! (Especially when it comes to investing.)

Size Matters! (Especially when it comes to investing.)

Size Matters! (Especially when it comes to investing.) Large, Mid, Small… Are we still talking about investments?  As if investment terms weren’t seemingly complicated enough, we throw in terms like: large-cap, mid-cap and small-cap.   You may even hear micro-cap and...
The Big 3 – Stocks, Bonds, and Cash

The Big 3 – Stocks, Bonds, and Cash

The Big 3 – Stocks, Bonds, and Cash In my last post I talked about some of the general risks associated with saving and investing.  Today I want to talk about the three core types of investments (stocks, bonds and cash), called asset classes.   There are other...