I’ve read and written a lot about investor mentality and about the difficulty of staying the course during a market pullback. None of us like to lose money. Logging in to our financial account and seeing a huge dollar drop is a bummer. When it happens day after day, it becomes draining. We feel like […]
You’ve Done Nothing Wrong. Ignore the Market Volatility. Read More »
Yeah! If you’ve read my posts, you know that I’ve frequently recommended investing in a nice low-cost S&P 500 fund. Why is this? Equities Equity means ownership. Equity investments are ownership shares of businesses. And while not all businesses succeed, a basket of equities like the S&P 500 can be a great investment. I wrote
Put Your Money Where Your Mouth Is Read More »
Many of us, myself included, believe that we can grow our wealth by buying shares of publicly traded companies. There are thousands of companies that are traded on US and international exchanges, all of which are available to us as investors. So how do we choose? I’ve written a bit about analyzing companies and creating
I recently used T. Rowe Price (ticker: TROW) as an example of a stock that makes me money while I sleep. I noted that its price appreciation wasn’t great over the past 10 years, but that it paid me steady income. Here’s the 10 year chart comparing TROW to the S&P 500. That Stinks That
Why I’m Happy With TROW Read More »
Warren Buffet said this. He’s done pretty well for himself. Maybe there’s something to this? What Does That Mean? It’s a catchy and news-worthy quote, but how do we take action? And by we, I mean those of us who don’t have billions of dollars and who don’t manage many large corporations including Berkshire-Hathaway, GEICO
“If you don’t find a way to make money while you sleep, you will work until you die.” Read More »
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 »
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 »
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 »
United States Treasury Bonds, Bills, Notes are viewed as among the most secure investments because they are backed by the full faith and credit of the US government. That sounds good, right? Many of us look to treasuries as a safe way to provide income in retirement while preserving our principal. Let’s take a quick
I Can’t Lose Money On Treasuries, Right? Read More »