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When in doubt, go with a story. I’ve written a bit about asset allocation. In my mind, having a well-thought […]

I was watching a YouTube video by Hugh Hewitt called Hugh’s “Hierarchy of Trouble” and why you should flee Fidelity

By any measure, long-term diversified equity (stock) investment builds wealth. This is not to say, I can put all my

After 2 consecutive years of 20%+ gains in the S&P 500, it’s time for market-watchers to start warning about the

It’s not a trick question. I’m interested in hearing from readers. Yesterday, I posted about Elon Musk. I tried to

Whether you love him, or you hate him, Elon Musk is a fascinating individual. I just finished Walter Isaacson’s fantastic

Hi Readers! I’m always wondering if anyone is out there reading. I’ve gotten some comments on my posts, so I

As we begin 2025, stock market experts are warning that the market is overvalued. What do we do? We must

I’m writing to you because I’m concerned about our country’s finances and I’m asking for your help.   Today, we

We invest to grow our wealth, so it’s natural to want to keep score. How are we doing? If we’re

Believe it or not, 2024 is almost in the bag. It’s been quite a year. The S&P is up over

It’s Proxy season again. If we invest in a number of companies, we’ll likely find quite a few emails in

About 5 years ago, I started helping my mom with her finances. She asked me to help, not because she

What the heck is a board of directors anyway? In today’s post, we’ll talk about 2 recent events that demonstrate

That’s a lot. But, let’s put it in perspective. My wife and I have 64% of our net worth invested