Charlie Farrell
All Stories

Can you afford to be conservative with your portfolio?
With the stock market swooning recently and some signs that the economy is slowing, investors tend to think about getting more conservative, and for good reason. No one likes to...

Road to retirement: Should you worry about a trade war? I wouldn’t.
It seems like every day now we hear more saber rattling from the U.S. and China about a trade war. The U.S., of course, lobbed the first cannonball earlier this...

Should you be concerned about record long bull market?
With the market going up for so long, does that mean the risks of another crash are rising? If so, should you do anything about it? That depends on where...

Home school your kids about personal finance
Itap back to school month, and many parents will be busy getting their kids ready to head off to class. But one class your child probably isn’t taking is personal...

Is Summer Vacation Ruining Your 401(k)?
It's summer vacation time, and everyone likes to go on a trip. But what constitutes a vacation has changed over the last few decades. Vacations used to be a trip...

A simple, but not easy, financial game plan for recent college graduates
Itap college graduation time, and thousands of young adults are heading out into the world with their diplomas in hand and little idea about how to handle their personal finances....

Interest rates are rising and markets are unsteady. What should you do about it as an investor?
Why are investors so concerned about rising interest rates? The main reason is that rising rates make just about everything harder to do in finance. That means they have the potential...

It’s easier to qualify for a mortgage, but should you really stretch to buy a house now?
You can push the envelope on borrowing to buy a home. But should you? The conservative answer is no.

How to keep your cool when the stock market goes crazy
When the stock market moves the “wrong” way, leveraged investing magnifies the damage and leads to the frantic behavior.

What’s in store for long-term stock market investors in wake of last week’s unnerving drop?
While most of the time the stock marketap moves seem mysterious, ultimately the value of the market will roughly reflect the amount of earnings that publicly-traded companies generate.