Grex Agora47 Conference

Item 177: mynxcat's finances are ashambles

Entered by mynxcat on Mon Nov 17 20:33:23 2003:

I've finally got interested enough to want to learn more about making 
my money work for me. At present I have a premier checking account, 
which gives me free online banking and bill pay, and some amount of 
interest (I'm not sure exactly how much), as long as I have a minimum 
balance, and a premier checking account that gives me a princely 
interest of 1.0% for the amount I have.

I've been looking at getting a better interest rate on my money. I've 
seen some banks offering "money-market accounts" with a 2.1% rate of 
interest. And CDs will give me a higher rate of interest the longer my 
period in fixed deposit is.

But I have questions.

a) How is a money market different from a Savings account. I've got 
answers like - Money Market accounts give you a higher rate of 
interest than a savings, and I can issue x number of checks with a MM 
account and I can't with a Savings. Yeah, I know that. But what is it 
that allows a MM account to have a higher rate of interest? Are they 
putting my money in stocks and funds, that will affect my principle? 
("Oops we invested your money, and now it's not worth the money it's 
printed on") How do the banks compute the interest rate on the MM? I 
remember my bank telling me that the interest rate fluctuated with the 
maret, while the savings interest rates didn't. Huh?

b) Coming to CDs, what happens if I have to break a CD before 
maturation date? Am I even allowed to do so?
34 responses total.

#1 of 34 by tod on Mon Nov 17 23:15:36 2003:

This response has been erased.



#2 of 34 by mynxcat on Tue Nov 18 01:04:23 2003:

Real Estate at this point is out of teh question. How do bonds work?


#3 of 34 by eprom on Tue Nov 18 01:39:30 2003:

depends on the type of bond you want..but basically most are IOU's. You give
them  some money, and they promise to pay you in interest. 

Corporate bonds are usually rate by AAA, AA, A, BBB, BB,etc. I think bonds in
the BB  (or lower) ratings are considered junk, but you get a higher return on
your money  (as well as risk).

Municiple bonds, usually pay for local construction projects and are federally
tax free.

U.S Securities are probably the safest (the U.S. has never defaulted on its
debt..yet),  and still offer a semi-decent return (compared to a MMA or CD's
right now).

I-Bonds...are probably the coolest things to come out of the U.S. treasuary in
a long time. currently the rate is 2.19% but in times of rising inflation
(which will probably start  happening by next yr), the interest rate rising in
accordance with the CPI-U. rates are changed on the first of May and Nov.

EE bonds. pay more (2.61%) right now, (I think the rate is base on 80% of the
5-yr notes)  but I feel safer with I-bonds personally.

the good thing about US saving bonds: 
you don't pay state/local income tax on them
tax on interest doesn't have to be paid till its cashed in
you can go to almost any bank to get them cashed
they are super-duper safe (even if you lose them, just send in the serial #'s
and they'll  print you out some more)

the bad things:
you need to hold the bonds for atleast a year before cashing them
you get a 3 month penalty for cashing them before 5 yrs (but even then, they
still beat  out most MMA and CDs held for the same period)

basically if you may need the money within a year, go with a 6-month CD or a
MMA, if you can hold out longer U.S. Bonds are the way to go for right now
(IMHO).



#4 of 34 by tsty on Tue Nov 18 05:33:03 2003:

first thing to recognize is that   rule of 72   thnigie.
  
you can do the arithmetic by hand to prove it (choose a large interest
rate so there isn;t too myuch to do).
  
   72   divided by  interst rate   == number of years to DOUBLE teh 
original amount, IFF you *compound* (reinvest the dividends).
  
    12 %    72/12= 6 years   for 5000 ==> 10,000   or, $25 ==> $50
 
     4 %    72/4=  18 years for  5000 ==> 10,000   or  $150 ==> $300
  

real estate, per se, may be out of reach but a stock called
a    real estate investment trust (reit) pays upwards of 6%->11%
rigth now.   tehre are a bunch out there.
 
get a scottrade or etrade account and stuff some bucks in there.
  
  
          LET TEH MONEY RIDE!
  
use the     'drip'  mechanism (D ivident  R e I nvestment P ractice)
  
to add to the account.  look at your symbols (positions)  on
finance.yahoo.com   every couple of weeks .. ro every day if you
are really tweakie about it.
  
here is one of my winners:
  
  finance.yahoo.com/q/ta?s=CLI&t=5y&l=on&z=m&q=l&p=m20,e50,m100,e200&a=&c=

with the 4 analysis curves i watch, red, green black gold.
  
this one is a tad tweakie byut for  6.4 %  div idon't have to grit
my teeth too much.
  
one of my losers is:
 
  finance.yahoo.com/q/ta?s=PPS&t=5y&l=on&z=m&q=l&p=m20,e50,m100,e200&a=&c=


<<note: both of these are 5-year curves .... select  teh 3 mos or 6 mos
'range' for a better vision of the curves.>>


i got ouot of pps about even (down a couple hundred) after recognizing
teh dividends profit.
  
or yuo can stay in a cd (cant take it out withought *horrid* penalty)
at     2%    72/2=  36 years for $125 ==> $250 ... teh year 2039!
  
if 'pure' stocks are un-interesting, locate a 'preferred issue' which
has better security at a slightly lower return.
  
btw, my implementatino of 'drip' si to take the cash dividends and 
find another company ....  spread teh risk  (buzz phrase = asset allocation).
  
if nothing else ever penetrated my thick skull as a kid, the following
finally did ... 'your money works harder fro yo than you can
possibly work for yoruself.'
  
stay teh course ... and remember teh daytraders motto: 'if ya wanna
make a million dollars in 6 months ... start with 2 million.'
  
good luck - you are young, you can take some chances. you *have* to stay
ahead of the inflation curve! (inflation is the cruelest tax ever conceived)
  


oh, why do i like reits? well, they are *required to distribute* ~90% of
their income to stock holders. what is bad about that? well, teh dividends
are not protected by the bush tax cuts.   oh, well.
  
unles you are in the 30+% bracket ... SO WHAT!


#5 of 34 by gelinas on Tue Nov 18 06:30:23 2003:

I don't think Money Market accounts are invested in stocks.  Last I heard,
they were invested in short-term commercial loans.  Thus, they can pay
higher interest because the loans earn higher interest.

The money market is a good place for 'rainy day' funds, the six months'
of expenses that should be kept liquid.  Stocks and bonds, and mutual
funds for folks who don't want to invest in specific companies directly,
are better for longer term investments.


#6 of 34 by jp2 on Tue Nov 18 13:26:19 2003:

This response has been erased.



#7 of 34 by gull on Tue Nov 18 15:12:02 2003:

Just about every bank offers a no-fee checking account now, really.  If
you're paying a monthly fee for a checking account, take your business
elsewhere.

I'm not a financial expert, and for that reason most of my long-term
retirement savings are in index funds.  Most of the fancy, expensive,
actively-managed funds are unable to beat the market for any prolonged
period of time anyway.


#8 of 34 by jp2 on Tue Nov 18 15:40:37 2003:

This response has been erased.



#9 of 34 by mynxcat on Tue Nov 18 16:26:24 2003:

The minimum at my bank is $1000. I'm fine with that. I just think of 
it as $1000 dollars that is saved, period. I realise I may be losing 
some interest on it.

I looked at the Credit Union. The Super Money Market has an interest 
rate of 2%, which is good. 

What are the cons of a money market account?


#10 of 34 by jp2 on Tue Nov 18 16:28:48 2003:

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#11 of 34 by eprom on Tue Nov 18 16:30:43 2003:

what are you smoking jamie? I know two just off hand that don't require a
minimum: 53rd Bank and BankOne


#12 of 34 by jp2 on Tue Nov 18 16:59:38 2003:

This response has been erased.



#13 of 34 by gull on Tue Nov 18 18:47:09 2003:

Re #8: My TCF "Totally Free Checking" account has no fee and no minimum
balance.  I've had no-fee checking with no minimum balance from National
City for about two years now, but I got tired of their limited hours. 
So no, it's not something that just appeared "in the last six months."


#14 of 34 by mynxcat on Tue Nov 18 19:29:22 2003:

Don't you use National City's Online Banking? I support that 
application. 



#15 of 34 by jp2 on Tue Nov 18 19:31:36 2003:

This response has been erased.



#16 of 34 by jp2 on Tue Nov 18 19:32:25 2003:

This response has been erased.



#17 of 34 by gull on Tue Nov 18 21:33:06 2003:

Re #14: It wasn't much help when I needed a cashier's check. ;>


#18 of 34 by mynxcat on Tue Nov 18 23:19:39 2003:

16: It's nice if you don't have to support it. However since we upgraded teh
messaging infrastructure in September, it's been much smoother sailing.

In terms of functionality, National City seems to be a little behind the
times. We just implemented Check Imaging a couple of weeks ago, a feature
Huntington's had for over a year now. (I bank with Huntington, I know,
blasphemous!). The Self Select Id, where you can chose your own login id
instead of using your SSN goes in January. Huntington's had that since early
2001. 

17. I'll suggest making cashier's checks available online ;)


#19 of 34 by russ on Wed Nov 19 01:53:41 2003:

It is so interesting to see TS expound on how he invests
his stolen money.


#20 of 34 by jp2 on Wed Nov 19 02:00:02 2003:

This response has been erased.



#21 of 34 by gull on Wed Nov 19 15:14:11 2003:

I think that's what the smiley was for. :>


#22 of 34 by mynxcat on Wed Nov 19 15:21:34 2003:

A winky smiley no less. Means I'm joking. But Jamie knew that, right?

What about Metlife vs a Credit Union. Is that a good move?


#23 of 34 by tsty on Thu Nov 20 08:30:59 2003:

re #19 ... russ might be in love with me but i reject his advances.


#24 of 34 by slynne on Thu Nov 20 18:07:29 2003:

Well, that is a word picture I didnt need.


#25 of 34 by happyboy on Thu Nov 20 19:31:09 2003:

dali-esque in a trailerpark sort of way.


#26 of 34 by tsty on Fri Nov 21 09:19:09 2003:

rus may dali -- i prefer to esque-cape craven clutches


#27 of 34 by russ on Fri Nov 21 13:23:15 2003:

TS couldn't be more false, but what else is new?


#28 of 34 by jep on Fri Nov 21 14:12:19 2003:

Well, there goes another item.  Thanks.  )-:


#29 of 34 by happyboy on Fri Nov 21 18:53:22 2003:



        *HUGGLES*








#30 of 34 by tsty on Tue Nov 25 05:13:53 2003:

rule of 72 is still mandatory learning.
  
without understnading *dooubling* of your dollars (not worth or value)
you are destined to penury.
/.


#31 of 34 by tsty on Tue Nov 25 05:14:20 2003:

this itme is alive adn compounding!!!


#32 of 34 by happyboy on Tue Nov 25 05:44:27 2003:

whatever, wino.


#33 of 34 by tsty on Tue Nov 25 18:03:13 2003:

geee #26 has some cute puns .....


#34 of 34 by willcome on Thu Nov 27 09:39:11 2003:

whore.


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