Investing

This morning, CNBC Reported that Nvidia is in correction territory. Read here. Nvidia, ticker: NVDA, has been in the news quite a bit lately. It’s one of the “magnificent 7” stocks that has had a tremendous run-up. Does this mean that run is over? It’s in correction territory, do I buy more, have investors lost […]

It’s easy for us to get stuck on a price for something. We get it in our head, and we never want to pay more than that price, because that is what it’s worth. With inflation running rampant, my wife has a price in her head for eggs, bacon, her favorite bottle of wine, and

What if I make an investing mistake? In this post, we’ll talk about mistakes, how they happen and what you can do about them. Some of the younger folks in my personal finances classes have expressed concerns about making investing mistakes. And while being safe and cautious with one’s money is admirable, sometimes it can

I wanted to share some learnings from a brief review of the Fastenal Annual Shareholder Report. This is the 3rd post I’ve done recently that talks about a public company’s annual report. Some of you may be wondering why I’m dragging you through this. It’s a fair question. The reason is that as a shareholder,

I’d like to share some excerpts from an exceptional annual report. As an investor, you’ll get lots of anual reports from the companies in which you invest. And while each deserves a few minutes of your time, I’d like to share some excerpts and commentary from a truly exceptional example. Yup, it’s the Berkshire Hathaway

In this post we will talk about what a stock split is, why they happen and what it means to you as an investor. Stocks Before we dive into what a stock split is, we need to talk a bit about stocks and stock prices. As we know from the post on stocks here, a

This morning, I checked my brokerage account and found an $814.57 gift. As a retiree, I rely on investment income to help fund my spending. The $814 really wasn’t a gift, it was a quarterly dividend payment from one of my companies, but it feels like Christmas. Let’s dig in. What Happened? Prudential Financial, ticker

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