There are many brokerages to choose from. Today, more and more companies are offering similar services. For example, back in October 2019, Charles Schwab announced that it was offering its clients free trading on equities. The company also announced it was offering its clients the ability to buy fractional shares of stocks. Other companies followed… Read More »
In March 2019, I decided to take on another project that I called the Adopt A Stock project. The idea was that every month, I would adopt one stock from my portfolio and contribute enough money to purchase at least one share of that stock. To me, it was a fun way and slightly more… Read More »
Recently, I had a Eureka moment. I realized that investing with Computershare no longer makes sense. With Computershare, I’m able to invest in companies directly. Additionally, Computershare has Dividend Reinvestment Plans (DRIPs) that allow me to re-invest dividends back into the same stock. Even more, I am able to invest a specific dollar amount into… Read More »
Abbvie is one of my favorite stocks. The way I invest in Abbvie is a bit different than most other stocks in my portfolio. Specifically, I invest directly with Abbvie through their transfer agent, as distinct from a discount broker. This form of investing is called Direct Reinvestment Plans or DRIPs, and it’s one of… Read More »
It’s been said that “nothing changes if nothing changes.” Change is an important part of life. It helps to keep life interesting. As I embark on this new journey in my life, I’ve noticed a small change here and there. Changes in terms of what I choose to prioritize or even how I choose to… Read More »
It’s nice to have a relaxing day for a change. Currently sitting at Starbucks and I don’t have to stress about life. At least, not until next week. Haha. There is so much to catch you up on during this Labor Day weekend. I am both excited and cautiously optimistic about the future. But, I… Read More »
In the investment world, there are several brokerage firms to choose from. Each has their pros and cons and provide value to their customers. Today, I provide an in-depth look at M1 Finance and will discuss many of its key features. I hope this M1 Finance review will help you decide if M1 Finance is… Read More »
Thankfully, June is over! What a crazy month that was for me. What’s more is that 6 months of the year is now gone. Some dividend growth investing (DGI) bloggers did the smart thing and set mid-year goals. Looking at you Dividend Dynasty. Other bloggers, such as myself, are lazy and didn’t set mid-year goals. … Read More »
Hi everyone. Well, we knew this day would come. Earlier this year, Capital One Investing announced that they are moving their accounts to E-trade. As you know, much of my holdings are currently with Capital One Investing. Although E-trade is a fine brokerage, there are several reasons why it doesn’t make sense for Dividend Portfolio… Read More »
As you may know, the stocks that make up my dividend portfolio are located separately at Computershare and Capital One Investing. Later this year, E*trade will fully acquire Capital One Investing. Therefore, even though I’m a Capital One Investing customer, when the transition happens, I will automatically be an E*trade customer. Hopefully, the transition goes… Read More »