Nothing better than a good “I told you so…” So let’s take a quick victory lap this morning. And while we enjoy that, we can also talk about the lesson learned here. Disney Yup, it’s Disney. A couple of weeks ago, I posted Is Disney a Great Company? I sold my shares a while back, […]
Just recently, I was reminiscing about my journey with Disney (Ticker: DIS) in the post Is Disney a Great Company? And this morning, I was reminded again why Disney had lost its appeal for me. I wrote recently about free speech here. It seems as if many now interpret freedom of speech as we can
Oops They Did It Again Read More »
I had lunch with a friend today and we discussed my posts on covered call options. I realized that while I’ve talked about what they are and why we might use them, I haven’t written about how to actually start using them to earn income. Before we get into it, let’s start with some background.
Step By Step Guide To Covered Call Options Read More »
Reinvesting dividends in the mutual funds or in the companies that we love can be a great way to super-charge our earnings. While I realize this, I was surprised to see an example today. You’ll have to wait for it though. Dividends Many companies pay a dividend. High growth companies typically do not as they
Please Reinvest Your Dividends Read More »
This morning I had a nice slice of humble pie for breakfast. I know, pie for breakfast??? But really, why not? Put that on the list. Anyway. I think I’m a pretty good investor. I do my homework before I buy and I’m patient. Lot’s of Red So this morning, I was tiptoeing through my
I’m Really Not As Smart As I Thought Read More »
I’m pretty excited about Roth conversions. I’ll tell you why in a sec, first some background… Our retirement accounts, our IRA and 401k, 403b and SEP are tax advantaged accounts. The government provides tax incentives to encourage savings. A traditional retirement account is a tax deferred account. This means that we pay no tax when
Quick Roth Conversion Tip Read More »
When investing in a company, or a mutual fund, time matters. We know the stock market is volatile. This year it is up almost 11%. That’s awesome, but remember when the market dropped 18% when tariffs were announced? And after the tariff excitement faded, it popped 30% to get us to where we are today.
The 4% Rule is the creation of an advisor named Bill Bengen, You can read more here. Basically, the rule was established to help those considering retirement and wondering how much of their nest egg they could take out each year for spending. “I have $500,000. Sounds like a lot, but is it enough?” Many
The 4% Rule – We Can Do Better Read More »
My grandson is turning 4 in October. Time flies. It seems like just yesterday he was coming home from the hospital and we had our first visit. When it comes to grandkids, time is a blur. Not so much with money. If I invest some of my hard-earned dollars in a mutual fund or a
3 Years is a Long Time Read More »
Here’s one that’s been churning around my head for the last few months. I started thinking about this a few months ago when the whole AI thing got a lot of attention. Have you heard of it? You can read my layman’s overview of AI here. This is somewhat like the late 90’s dot.com boom.
Energy Could Be Big Read More »