Bob-Adams.net



An Investment Plan for Busy PeopleA “Set and Forget” Investment Plan pugetBob.at.seattle@ bob-Compare costs and returns of investment funds: fundanalyzerWhat are the total fees paid What is the total fund value after an equal investment period?Determine what index funds are available through your company planRequest Small, Medium, Large, and/or Total Market index fundsInvest $50 (10-15%) from each paycheck in an index fundInvestigate costs and who pays them. Reduce them if possibleOpen a Roth individual investment account:Place the index fund(s) in the Roth IRAInvest $50 (10-15%) from each paycheck in the index fund(s)If young - the Power Shares (QQQ) NASDAQ 100 Fund may be the best if there is no trading fee. If there is a trading fee, the Total Market fund is better, with no trading fee.Index funds to consider whether company plan or individual Roth IRA:Power Shares (QQQ) NASDAQ 100Vanguard: Total Market (VTSAX) – available through any brokerVanguard800-992-8327 (Not recommended)Fidelity800-343-3548Charles Swab866-855-9102Train your children to investWhen they earn their first income (Babysitting – Mowing lawns) help open an index accountMatch each dollar they add to the account for encouragementHelp them understand the broker statement Help them develop an interest in investingEvaluate companies using the Quick Analysis tool at – quick-analysis Analyze companies where they shop, build a portfolio on paper and see how well they do. (Do not actually buy shares—first prove to yourself you can select good companies to buy)Compare the growth of your portfolio to a market average: Use the Simple or Detailed version of a comparison toolLongevity calculator HYPERLINK "" the possibilities of improving your lifestyle and longevitySuggested reading: The Little Book of Common Sense Investing – John BogleA Random Walk Down Wall Street – Burton G. Malkiel ................
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