Investing

Zecco Free Dividend Reinvestment Confirmed

Posted by Sun on October 19, 2006 (8) Comment

Recently, Zecco started offering equity free trade for customers with $2,500 or more in their accounts. While this news certainly got my attention considering that I am now paying from $4 to $7 for each stock trade, there was one question that I didn’t find answer from their posts: there’s no mention of dividend reinvestment. [...]

Categories : Brokerage, Investing Tags:

2006 4-Week T-Bill Rate Update

Posted by Sun on October 12, 2006 Comments Off

After reaching a low of 4.624% on September 28th, the rate of the 4-week T-Bill has rebounded a little bit, with the most recent auction on October 10th resulted in a 4.87% APY. While the rate is still lower than what some popular online savings accounts (such as EmigrantDirect and HSBCDirect) currently offer, buying 4-week [...]

Categories : Bond, Investing Tags:

30 Free Trades per Month from BoA

Posted by Sun on October 11, 2006 Comments Off

Bank of America is now offering $0 equity trade for customers with $25,000 or more in all asset across BoA deposit accounts, including checking, savings, and CDs.
Offer available with an individual or joint Banc of America Investment Services, Inc. (BAI) Self-Directed Brokerage account. If you have a combined total of $25,000 or more in [...]

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I Like The New Yahoo Finance Chart

Posted by Sun on October 10, 2006 Comments Off

I only discovered the new Yahoo Finance Chart yesterday and really like it. I used to go to place like BigChart.com for detailed, interactive charts, but now it seems I can get all I want from Yahoo.

What I like the most is the way I can change the time range. At the bottom of [...]

Categories : Investing, Tools Tags:

September 2006 Score Card — Part IV: Asset Allocation

Posted by Sun on October 9, 2006 Comments Off

This is the last item on the September 2006 score card: asset allocations of the taxable accounts.
In addition to investing regularly in our retirement accounts (401(k)s, Roth IRAs), I also have some stocks, ETFs, and mutual funds in taxable accounts. Right now, these accounts serve as supplements to our retirement investments. When it comes [...]

Categories : About me, Investing, Mutual fund, Net worth, Stock Tags:

“How to Invest When You’re Young”

Posted by Sun on October 4, 2006 Comments Off

This is the title of an article from Kiplinger's Personal Finance. The article suggested several options to start investing with a small amount of money (less than $500). According to the article, youngsters can start stock investment with Sharebuilder, which charges $4 for each transaction. For the long-term, the article brought up a couple of [...]

Categories : Investing, Mutual fund Tags:

Net Worth Update

Posted by Sun on October 4, 2006 (2) Comment

One of my mutual fund holdings, Columbia Strategic Investor Z (CSVFX), lost more than $2.60 in NAV on September 20th. At that time, I thought it must be due to income distributions. But I forgot to check my account from their website and didn't take the distribution into consideration when calculating my September net worth.
Last [...]

Categories : About me, Investing, Mutual fund, Net worth Tags:

A New Record For The Dow

Posted by Sun on October 4, 2006 Comments Off

I don’t know if there’s anybody celebrating, but we had a new record for the Dow at the close, 11,727.34. The old record was 11722.98, set on January 14, 2000 at the peak of the Internet bubble.

Categories : Investing Tags:

So We Finally Made It!

Posted by Sun on October 3, 2006 (1) Comment

Not sure if there's anybody celebrating, but we have a new record for the Dow at the close, 11,727.34. The old record was 11722.98, set on January 14, 2000 at the peak of the Internet bubble.

Categories : Investing, Stock Tags:

Reminder: Free Financial Advice This Friday

Posted by Sun on October 3, 2006 Comments Off

This is just to remind you that Kiplinger’s Personal Finance and the National Association of Personal Financial Advisors (NAPFA) will hold Kiplinger’s Jump-Start Your Retirement Plan Days on October 6. Members from NAPFA will be available to answer your questions on retirement planning for free via the toll-free number (888) 919-2345.

Categories : Investing Tags:
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