I Bought a Mutual Fund. What Do I Own?
In an earlier post on Mutual Funds and ETFs, we talked about mutual funds and ETFs, how they work, the […]
I Bought a Mutual Fund. What Do I Own? Read More »
Apple Is A Great Company
Monday morning I spent some time at my local Apple store. My visit reminded me what a great company Apple
Apple Is A Great Company Read More »
3 Keys to Navigating Uncertainty
Towards the end of each year, I do an annual portfolio review. I’ve written about this here and here. This
3 Keys to Navigating Uncertainty Read More »
Grok Planned My Winter Vacation
How nice of him, Right? My wife and I are both retired and the winters are looong here in Massachusetts.
Grok Planned My Winter Vacation Read More »
Hello Gen X. Please Contribute to Your 401k. Let’s Talk About Why.
I was not totally surprised to read this over the weekend at The Daily Upside. The article is a worthwhile
Hello Gen X. Please Contribute to Your 401k. Let’s Talk About Why. Read More »
Buy v. Lease (Round 2)
I wrote a post a while back about the financial implications of buying v. leasing a vehicle. Check it out
Buy v. Lease (Round 2) Read More »
Are We In A Bubble? Why It Doesn’t Really Matter.
Here’s my favorite chart. We’ll talk about why in a minute. Here are the actual return values going back to
Are We In A Bubble? Why It Doesn’t Really Matter. Read More »
Why Buying a Basket of Securities Makes Sense
For many of us, a portfolio of mutual funds and ETFs is perfect. Whether we have passive funds that track
Why Buying a Basket of Securities Makes Sense Read More »
Your Year-End Planning Checklist
It’s almost 2026. Can you believe it??? At around this time every year, most investors start reading articles about how
Your Year-End Planning Checklist Read More »
How To Get Rich
I’ll cut to the chase. The best way to get rich is by investing in great American businesses. Not all
Reducing Cost Basis With Covered Call Options
I’ve written a few posts – check out the list here – about covered call options. If you’re unfamiliar with
Reducing Cost Basis With Covered Call Options Read More »
Why Did My Stock Drop 20% Today?
It’s not uncommon during earnings season to see our growth stocks move 20% in a day. Expectations are high for
Why Did My Stock Drop 20% Today? Read More »
Buy v. Lease
Is leasing a car worthwhile or should I buy? Let’s take a look at the numbers and some other considerations.
Best ETFs for Beginners
Before we dive in, let’s talk about what an ETF is and why we might want one in the first
Best ETFs for Beginners Read More »
Year-End Planning
It’s Thanksgiving week. Christmas and New Years are right around the corner. In a little over a month it will