The Ultimate Investment Tracking Spreadsheet

Keeping tabs on your investments can be a headache. That’s particularly true, if like me, you have a number of different accounts. While my favorite investment tracking app is Empower (previously called Personal Capital), another tool I use is a free investment tracking spreadsheet.  I’m going to walk through the spreadsheet in this article and…

How to Build a Three Fund Portfolio

A three fund portfolio is a simple approach to investing that, as the name suggests, involves just three mutual funds or exchange-traded funds. In just three funds, an investor can build a diversified, low cost portfolio that’s easy to manage. Popularized by the Bogleheads, the three fund portfolio is one of several “Lazy Portfolios.”  But…

Lump Sum Investing Vs. Dollar Cost Averaging–Which Is Best?

You’ve just come into some money. Whether it’s a bonus, a tax refund, inheritance, or from the sale of a business, a big question is how do you invest the money. Is it better to invest it all at once, or should you spread the investments out over time? In this article we’ll compare lump…