Strategy

I’ve written a few posts – check out the list here – about covered call options. If you’re unfamiliar with covered call options or you’d like a refresher, this is a good place to start. For those who can’t bear to click, when I sell a covered call option, I am taking a small premium […]

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.

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

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

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%

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