Most of us have a 401k, an IRA or a brokerage account. If we do, we probably have had to select mutual funds (I’ll use the term mutual fund to cover both funds and ETFs as they’re similar). Today we’ll talk about some of the things we need to look at before making that choice. […]
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OK, not exactly, but it is coming up on February 26. To refresh our memories, back 1 year or so ago, I wrote a post about my optimism about the S&P 500. As I thought about this, I decided that I needed to back up my statement by putting some of my own money to
Put Your Money Where Your Mouth Is. 1 Year Anniversary Read More »
Choosing our own investments can be daunting. We read that financial expert Suze Orman says we need $7 million in order to retire. Let’s assume we make $100,000 per year and put aside the recommended 15% for retirement savings. We want to protect this money so we put it in a savings account that yields
Everything You Need To Know About Investing Read More »
Monday morning I spent some time at my local Apple store. My visit reminded me what a great company Apple is. And before we dive in, I like to differentiate great companies from great investments. To me, there is a difference. I think of a great company as a company that provides an oustanding product,
Apple Is A Great Company Read More »
Here’s my favorite chart. We’ll talk about why in a minute. Here are the actual return values going back to 2008 so you don’t have to squint. Bubble? The S&P 500 was up 26% in 2023, 25% in 2024, and 17% as of December 15, 2025. As we know, the S&P 500 has averaged 10%
Are We In A Bubble? Why It Doesn’t Really Matter. Read More »
It’s almost 2026. Can you believe it??? At around this time every year, most investors start reading articles about how it’s time for a year-end check-up. It seems like a lot of work so many investors just move on and stick with the program. And honestly, this isn’t the worst reaction. With investing, often laziness
Your Year-End Planning Checklist Read More »
I’ll cut to the chase. The best way to get rich is by investing in great American businesses. Not all businesses. Businesses go bankrupt everyday. I learned that lesson with Yellow Trucking. But an investment in the 500 largest publicly traded US companies has proven to be a pretty solid choice. You can read more
I’ve written about covered call options quite a bit. Here’s a list of posts, including a step by step guide. Covered Call Options It sounds a little tricky and risky, but if done intelligently, we can manage that risk. Let’s first talk about what they are. A covered call option is a contract. It’s an
2 ETFs for No-Worry Covered Call Option Income Read More »
It’s not uncommon during earnings season to see our growth stocks move 20% in a day. Expectations are high for 20% plus earnings growth, but more importantly, we want to hear optimism from management that the growth will continue. If either of these wobbles, we could be down big, or up big. That’s how earnings
Why Did My Stock Drop 20% Today? Read More »
Before we dive in, let’s talk about what an ETF is and why we might want one in the first place. An ETF, like a mutual fund, is a basket of securities. S&P 500 ETFs like the State Street SPDR S&P 500 ETF (SPY) is a popular ETF choice. We’ll talk about why later, but
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