I can tell it’s tax time. Most of the questions posted to my old posts are about taxes. I’m not a CPA; I write about taxes only to the extent they affect me. The best way to get tax questions answered is of course asking a real CPA. I realize not everybody can afford a […]
Overhyped: The Smartest 401k Book You’ll Ever Read
I wasn’t so impressed by Dan Solin’s previous book, but I was willing to take a second chance on his The Smartest 401k Book You’ll Ever Read because it got endorsements from John Bogle, founder of Vanguard, William Bernstein, whose books I like, and Taylor Larimore, a co-editor of The Bogleheads’ Guide to Retirement Planning, […]
Book Review: The Bogleheads’ Guide to Retirement Planning
I’ve been waiting for this book for a long time. About this time last year, the leaders of the Bogleheads investment forum announced a book project and asked for volunteers. I was selected and assigned to write a chapter on defined benefit pension plans. The book was finally published in September and I got my […]
Investing Is Simple
I haven’t written much about investing lately, because investing is simple and I think I pretty much covered everything already. You come up with an asset allocation, open some accounts, pick a few index funds, and you are done. Once in a while you see if anything is out of whack and you redirect your […]
Download Price Quotes to Microsoft Money After Microsoft Pulls the Plug
There is a small piece of unfinished business in my series for replacing Microsoft Money. After giving my requirements and looking at Quicken, GnuCash, and Moneydance, I came upon two OFX scripts for downloading transactions directly from the financial institutions, outside of Microsoft Money. Those scripts will take care of the transactions. They will also […]
Mixing Money With Family and Friends
I picked up this book because of the title and the cartoon on the cover. Isn’t It Their Turn to Pick Up the Check is written by a couple Jeanne Fleming and Leonard Schwarz who answer money and ethics questions in their column Do The Right Thing in Money Magazine and on CNNMoney.com. This little […]
Replacing Microsoft Money, Part 5: OFX Scripts
This is part 5 in my series for replacing Microsoft Money. I gave my requirements in part 1. Then I looked at Quicken, GnuCash, and Moneydance. I still haven’t found a perfect replacement for Microsoft Money. Money isn’t perfect either, but it’s working. Well, sort of. I already know the bugs and limitations and I […]
Replacing Microsoft Money, Part 4: Moneydance
After evaluating the alternatives, I discovered a way to automatically download the transactions and price quotes and feed them to Money after Microsoft pulls the plug. See follow-up posts: Replacing Microsoft Money, Part 5: OFX Scripts Download Price Quotes to Microsoft Money After Microsoft Pulls the Plug. This is part 4 in my series for […]
Replacing Microsoft Money, Part 3: GnuCash
[Update on Sept. 5, 2009] After evaluating the alternatives, I discovered a way to automatically download the transactions and price quotes and feed them to Money after Microsoft pulls the plug. See follow-up posts Replacing Microsoft Money, Part 5: OFX Scripts and Download Price Quotes to Microsoft Money After Microsoft Pulls the Plug. This is […]
Replacing Microsoft Money, Part 2: Quicken
[Update on Sept. 5, 2009] After evaluating the alternatives, I discovered a way to automatically download the transactions and price quotes and feed them to Money after Microsoft pulls the plug. See follow-up posts Replacing Microsoft Money, Part 5: OFX Scripts and Download Price Quotes to Microsoft Money After Microsoft Pulls the Plug. This is […]
Replacing Microsoft Money, Part 1: Requirements
[Update: After evaluating the alternatives, I discovered a way to automatically download the transactions and price quotes and feed them to Money after Microsoft pulls the plug. See follow-up posts Replacing Microsoft Money, Part 5: OFX Scripts and Download Price Quotes to Microsoft Money After Microsoft Pulls the Plug.] Back in June 2009, Microsoft announced […]
Book Review: The Little Book That Builds Wealth
Ah, another little book. I read and reviewed several of them already. Some are good; some not so. The Little Book That Beats the Market by Joel Greenblatt (*) The Little Book of Bull Moves in Bear Markets by Peter Schiff (***) The Little Book of Value Investing by Christopher Browne (****) The Little Book […]