I was watching the Netflix movie Dumb Money this morning and it got me thinking. While the meme stock rally of 2021 was fascinating to watch, did it really create wealth? Game Stop (GME) was the poster child of the rally, how did it make out? GME went from a buck a share to over […]
See how happy these ladies are. It’s because they’ve invested in low-cost S&P 500 mutual funds. Many folks are fearful of investing. The market is rigged. Only the big guys make money. Look what happened to my family in 2008. The first 2 reasons may be true. The 3rd is likely true and likely impacting
You Need to Invest Read More »
A while back I wrote a post on covered call options so I wanted to provide an update with a real example to demonstrate some of the concepts we discussed. Today is May 20, 2024. Friday, May 17 was the big monthly option day as well as my 61st birthday. Many companies have option contracts
Covered Call Option Thoughts Read More »
Who doesn’t love a long-winded discussion on taxes??? OK, I promise it is not that and I promise it is not everything you need to know, because that would fill a book or 2, but we’ll talk about some of the key concepts that we all should understand in order to maximize our total returns.
Everything You Need to Know About Taxes and Investing Read More »
Today as I walked Rosco, I started thinking about inflation and the best ways to keep our money safe while keeping up with inflation. As much as it stinks to go to the grocery store and either pay more, or come home with fewer bags (and forget about bacon – ouch!), what really hurts is
How to Buy Treasury Bonds Read More »
Today is turning out to be a rough day for Starbucks. And that after a pretty uninspired last few years. Time to worry? Let’s take a look. I love Starbucks (as an investment) If you’ve read my posts on building an investing thesis here, or dividend stocks here, you’re familiar with Starbucks. It is one
Rough Day for Starbucks – Evaluating an Investment After a Dip Read More »
As investors, we put our capital to work by buying securities in the expectation that they will increase in value over long periods of time. In order to assess our progress, and the wisdom of our choices, we need to measure our performance. This is easier than you may think. Read on for some suggestions
Measuring Security Performance Read More »
Reflecting on some of my investments, it has occurred to me that investing success is as much about avoiding disaster as it is about picking winners. Let’s look at some examples. My Biggest Loser I have 6 companies in which I’ve invested that have dropped in value over 80%. Ouch!! Think about that. Let’s say
Investing Success – Avoid Disaster Read More »
Odd title for an article, but important for us as investors. We all make buy and sell decisions. Hopefully we do this infrequently and with a strong thesis, but we make decisions. We want to feel confident that we are making good decisions. After all, this is our hard-earned money at stake. I mentioned in
Being Right Takes Time Read More »
Earlier this week, I posted some info on social security planning. This is a follow-up to answer a reader’s question about the impacts of delaying social security benefits until 67, and drawing down his 401k instead to cover living expenses. See original post with comments here. An Important Note About Projections The projections here are
Social Security – Now or Wait? A Follow-Up Read More »