ALL POSTS

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3 Keys to Navigating Uncertainty
Towards the end of each year, I do an annual portfolio review. I’ve written about this here and...
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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....
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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...
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Why You May Want To Consider An Extended Vehicle Warranty
Many finance experts view extended warranties as a virus. Stay away! I’m not convinced and I’ll...
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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...
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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...
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Your Year-End Planning Checklist
It’s almost 2026. Can you believe it??? At around this time every year, most investors start...
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How To Get Rich
I’ll cut to the chase. The best way to get rich is by investing in great American businesses....
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2 ETFs for No-Worry Covered Call Option Income
I’ve written about covered call options quite a bit. Here’s a list of posts, including a...
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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...
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5 Car Dealer Tricks to Dodge in 2025 Before You Buy (Ex-Car Salesman Spills)
Buying a car can be stressful. Let’s talk about some steps we can take to make this a more positive...
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How To Get Our Financial House In Order - Advanced Edition
I read an article this morning about a guy who had a family, $46k in credit card debt and he was considering...