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
Best ETFs for Beginners Read More »
It’s Thanksgiving week. Christmas and New Years are right around the corner. In a little over a month it will be 2026. Can you believe it? Where did 2025 go? In between all the shopping and celebrating, now is a good time to think about our finances. Yay! It’s Really Not That Hard Most people
I read recently that many younger folks view sports betting and crypto currency as ways to build wealth. They are disillusioned with the stock market. And this morning I check in on the wallstreetbets reddit site and see. or even better Imagine being up nearly a half million dollars in a short amount of time.
Building Wealth Is Boring Read More »
This is exactly what I asked myself this morning. While perusing my IRA account, I came across a lot of red next to my Caterpillar covered call. Take a look. Red is usually bad. There’s a lot here, so let’s break it down. At some point in the past (we’ll get to that in a
Didn’t You Say Covered Call Options Were Less Risky??? Read More »
So what exactly is a stock split? It’s pretty simple. A company reduces the price of its stock, while simultaneously increasing the number of shares that each shareholder holds. Pizza Lots of experts like to use the pizza example. The pizza represents the company. Pre-stock-split, I have a pizza cut into 4 large slices. Each
Stock Splits – Mostly Meaningless Read More »