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 »
Disney is one of the top brands in the world. That’s a bold statement, but think about it. Who doesn’t know Disney? Ask any kid (or superbowl winner) where they would like to go and they’re likely to tell you Disney. My golf buddy Rich just came back from a family trip to Disney. He’s
Is Disney a Great Company? Read More »
Growth companies are not necessarily companies that grow quickly, or at all. Many burn out and fade away. Today, we’ll take a look at what a growth company is, whether we should invest, and some ideas on determining an appropriate buy price. Growth Companies You can read the details from investopedia here. A growth company
Buying Shares of Growth Companies Read More »
I wrote recently about a decision not to buy a stock. Read here. This is something I don’t write about enough. It’s fun to talk about our winners. “I bought shares of (name your favorite) and it doubled in 2 months!! That’s what we like, and that’s what people want to hear about. Or, some
Too Good To Be True Read More »