Brian

It’s annual report season. If you hold stock in more than a few companies, prepare to be inundated with emails from your broker with links to annual reports and proxy materials. In this post, we’ll talk about what this means and why this is a great opportunity to dust off your thesis, do some company […]

In order to build wealth through investing, it is important to have the right mentality. In this post, we’ll dive into some historical data to better understand market trends and help us remain steady through market volatility. In prior posts, we’ve talked a lot about the mechanics – how markets work, asset allocation, stocks and

This morning I saw the headline 2 Reasons to Save in a Roth 401(k) in 2024, and 2 Reasons Not To. Before I jumped in to the article, I got angry. Is this a misleading headline? I think so. Let me tell you why. My Mission – Simplify I’ve done some teaching, coaching and writing

Covered calls add some risk to your portfolio but can be a good way to supplement income. Let’s dig in to understand a bit about options, describe a covered call strategy in detail and identify the risks for an individual investor. Options There are 2 main types of options contracts, but for this post, we’ll

It is bad. Bad for every investor. It’s really bad. Let’s look at what insider trading is and why it hurts other market participants (hey, that’s us!) Insider Trading Insider trading is when a company “insider” places trades based on Material Non-Public Information (MNPI). Real Example What got me started on this was reading this

In this post, we’ll break down the steps involved in building an investment thesis for a company in which you are interested. It Starts With an Observation All investments – good and bad – start with an idea, or an observation. I’ve referred to the Peter Lynch story about seeing L’eggs eggs all over the

Dividend Stocks are a compelling investment option. They have the potential for capital appreciation, and they also make regular dividend payments to shareholders. You can see more detail about stocks and dividends in my post on stocks, but to give a quick recap, stock ownership is ownership of shares of a company. Companies that are

You’ve decided to invest in companies and you’re buying stocks. Congratulations. How do you measure stock performance? This is a really tough question. Deciding to make the leap from mutual funds and ETFs to directly investing in companies is a big decision. It’s a decision to rely on your abilities over an index or fund