When in doubt, go with a story. I’ve written a bit about asset allocation. In my mind, having a well-thought out asset allocation plan, and updating it as our lives change, is as important as choosing the right investments. Yeah Right If I’d chosen a nice low-cost S&P 500 fund like IVV in December 2009, […]
Asset Allocation – My Mom’s Story Read More »
I’ve written about how we rarely get a warning in advance when the market is going to be down. Usually, the market tanks and some pundit tells us why this makes sense after the fact, like we all should have seen this coming. But today (Sunday, February 2, 2025) we are given fair warning. CNBC
Tomorrow Could Be A Rough Day In The Market Read More »
I was watching a YouTube video by Hugh Hewitt called Hugh’s “Hierarchy of Trouble” and why you should flee Fidelity Investments. My wife mentioned to me that we may want to consider leaving Fidelity because of this clip she watched. She admitted she didn’t watch the whole clip but I said I’d look into it.
Do I Need To Close My Fidelity Account? Read More »
By any measure, long-term diversified equity (stock) investment builds wealth. This is not to say, I can put all my money in Fred’s Computer Chip Company and become rich. But if I invest in a diversified basket of well-researched stocks, or a nice low-cost S&P 500 fund, history shows that I’ll grow my wealth. Read
Take Advantage Of Market Over-Reaction Read More »
I seem to read a bit lately about angry old men (hey wait, that’s me) ranting about social security. “I’ve paid into social security my whole working life. That’s my money and you can’t take it away.” As a retiree, more sympathetic I could not be (het wait, that rhymes). ssa.gov If you haven’t already
That’s My Money! You Can’t Take My Social Security! Read More »
Imagine if that were true. We’ve seen it on TV and movies but really think about how you would react if you noticed that someone were behind you while driving. You saw them again the next day. You go shopping, they’re there. Pick the kids up at school, there they are. Frightening. The Internet Heard
Someone Is Following You! Read More »
After 2 consecutive years of 20%+ gains in the S&P 500, it’s time for market-watchers to start warning about the market being overvalued. Even Jaimie Dimon is expressing caution. He thinks investors need to temper their expectations. But what does this really mean? And more importantly, how should I change my investing strategy to react
The Market Is Over-Valued, But What’s Up With Netflix?? Read More »
It’s not a trick question. I’m interested in hearing from readers. Yesterday, I posted about Elon Musk. I tried to remain neutral on my assessment, but it is hard not to admire all that he has accomplished and appreciate the value that SpaceX has brought to the once-stagnant US space program, and all that Tesla
Whether you love him, or you hate him, Elon Musk is a fascinating individual. I just finished Walter Isaacson’s fantastic biography of Elon. It’s an interesting read. Not long ago, everyone loved Elon. I’m not sure what happened, but the tides seem to have turned. I remember reading about a celebrity who tweeted that Elon
Some Interesting Info About Elon Read More »
Hi Readers! I’m always wondering if anyone is out there reading. I’ve gotten some comments on my posts, so I know Mike, Mike, Tony, and Randy are reading. My college roommate Jay commented, and my friend Mell tells me he’s learned a few things. And my wife and daughter have read a few – but
Thank You For Reading! Read More »