It’s hard to go a day without reading a news story about Tesla’s struggles. Yesterday was Tesla’s quarterly earnings release so we saw: I’m a Tesla shareholder, so what does this mean to me (and you)? The Media The media has turned on Elon. I won’t get into why and whether it’s warranted, but 2019’s […]
Thesis Check-in – Tesla Read More »
That’s a shame. But it’s true. Today’s post is a follow-on to yesterday’s post where I said that if the equity piece of your portfolio didn’t have a 24% return last year, you need to make some changes. Read it here. And to be honest, you don’t have to make changes. The responsibility to choose
Most Actively Managed Equity Funds Underperform Read More »
That’s harsh. I’m not trying to make you feel bad, but we need to dig into this. Why Do We Invest? We invest to make money. That’s it. For equity investments, we buy something today with the expectation that it will be worth more at some point in the future. For fixed income investments, we
If Your Equity Investments Haven’t Gained 24% in 2024, You Need To Make Some Changes Read More »
I talk a lot about finding great companies in which to invest my hard-earned money. But today I thought I’d talk about how I decide when a company may not be a great idea. The Idea Whether it’s an article, podcast, TV show…ideas come from anywhere. I wrote recently about Bank OZK (was Bank of
Deciding a Company Is Not Worth Investment (To Me) Read More »
Today’s good news! Trump’s ‘big beautiful’ bill expands access to this ‘powerful, yet underutilized’ financial tool. Here’s the spoiler. A Health Savings Accounts, also known as an HSA, will be more readily available to us. I won’t go through the details – read the article, but more of us can get access to an HSA.
Stop Spending Your HSA Read More »
I just finished writing about dividend aristocrat Fastenal here. The post was about how important it is to have companies in our portfolio that pay a regular, and increasing, dividend. Read it. It’s quick and informative. Just after I wrote about Fastenal, I read Bank OZK Announces Increase to Quarterly Common Stock Dividend and Announces
Another Dividend Favorite Read More »
As an investor, there is nothing more exciting than when I buy shares of a company and I’m immediately rewarded with a huge gain. Take Nvidia (ticker: NVDA) for example. Look at this 5 year chart. Since late 2023, it’s been on fire. I’m excited because I own shares. I’m up big on this investment,
Boring Is Beautiful Read More »
I was reading an article the other day about saving. From the title, it looked like crap. Typical click-bait headline, but I had some time so I read. It was surprisingly right on the mark. One stat that I found particularly interesting was that most people who describe themselves as wealthy or well off, and
3 Steps to Better Finances Read More »
I had 2 co-workers on a project. Wendy was a perfectionist. She was great at her job and she always wanted things done the best way possible. I always wanted Wendy on my team. One day while working on a solution, Andy helped us get to resolution by saying that “in most things, pretty good
Pretty Good is Good Enough Read More »
I was shocked and pleased the other day to see my # readers spike. I usually get a handful every day – thanks Mike, Mike, Tony and Randy, but June 29 was nuts. and I drilled in to see Thank You? I can’t imagine how finance-abcs.com became huge in Germany on 6/29/25. A big danke
They Love Us in Germany! Read More »