We should be asking this about all the companies in our portfolio, not just our favorite. And if this question doesn’t really interest you, I have a nice low-cost S&P 500 fund for you to check out. Take a look at iShares Core S&P 500 ETF (IVV). OK, maybe that’s a bit snarky for a […]
Is Your Favorite Company Evolving? Read More »
I’ve talked about some of my more interesting investment decisions like being wowed by Netflix’ service and after loving it for years decided to look into the company. Or watching the TV Show Ozark and then driving by Bank OZK and deciding to look further. The best investment ideas seem to arrive in slightly strange
How To Find an Investment Idea Read More »
There has been a lot of election and political news lately, in case you haven’t noticed. And for those who thought this would die down after the election, I’m sorry. Is there an end? Probably not. Print news is dying. Online news sites struggle with competition from Netflix and a thousand other streaming services as
Stay Calm and Tune Out Read More »
Investing can be hard. There is a lot of misinformation, or worse yet, partially correct information out there, that can hurt us if we’re not thorough in our research. Many of us invest in index funds. These are a great way to diversify, but it is important for us to understand what they are and
Stock Indexes And Index Funds, How Do They Work? Read More »
Today, I’d like to talk a little bit about Netflix. In last week’s post, I wrote about how I liked the show Ozark and how that lead me to investigate and purchase shares of Bank OZK. My wife and I are watching Killing Eve on Netflix now and I’m looking forward to starting the new
If you had asked me this question last week, I would have answered emphatically NO! This week, I have a better appreciation. Here’s why. My Story If you’ve read my posts, you know that finance is a hobby for me. I’ve taught classes, I read about companies on my own for fun (seriously). I like
Do I Need A Financial Advisor? Read More »
It’s Friday. You made it through another work week. Congrats. I have a bunch of quick thoughts for this week, so buckle up. I Love Dividends Over the last 5-7 years, as I was nearing retirement, and then entering retirement, I’ve become much more excited about dividend paying stocks. Read more here and here. What’s
I can’t count the number of posts where I’ve professed my love for the S&P 500. The S&P 500 is an index created and maintained by Standard and Poor. It is a list of the 500 largest US publicly traded companies, along with their weight in the index. Weight is determined by the size (market
The S&P 500 Isn’t the Only Game In Town Read More »
There has been a lot of excitement about taxing the rich via a tax on unrealized gains. Check out this article from CNN here. The title says: Ignore Social Media? In general, I agree with this strategy. Social media is a breeding ground for misinformation. The CNN article is clear that the proposed legislation targets
Tax on Unrealized Gains Read More »
If you’re anything like me, you want to spend as little time on taxes as possible. There’s nothing worse than seeing a huge chunk of our paycheck each week going to pay Federal, State, Local (maybe), Social Security, and sometimes other taxes. Yuck! But taxes serve a purpose. It’s nice to see the poor folks
Taxes in Retirement Read More »