My Blog is a great educational tool to learn more about investing.
I posts educational articles, commentaries, my actual stock/ bond/ real estate/ tax lien investments, and more.
Be sure to read through all my past entries! You can click on the tags at the right to go to posts by topic.
My wife Stacy and I just came back from a short trip to New York City visiting my sister and 15-year old niece. We had a great time seeing some sights and just hanging out with friends and family. While I was there I ended talking with a client about rebalancing their retirement portfolio. I… Read more »
In yesterday’s post I talked about a client’s retirement account that slowly but surely lost tens of thousands of dollars in fees and commissions over the years. If you haven’t read it, you can access it here. Over the years the biggest beneficiaries of my client’s retirement account were the mutual fund companies who provided… Read more »
Exchange-traded funds, or ETFs, are popular alternatives to investing directly in stock mutual funds or individual stocks. An ETF is an investment fund that owns assets such as stocks, bonds, commodities, currencies, or a basket of stocks. The ETF’s ownership is divided into shares just like stocks are, and the fund is traded like a stock… Read more »
I recently came across an article that nicely summarizes Warren Buffett’s amazing investing success over the years. As you probably know, Buffett is one of the most successful investors in history and among the Top 10 richest people in the world. In an excerpt from one of his shareholder letters, Buffett talks about a couple… Read more »
Smart investors know that all investments run in cycles. Because of this, market cycles are one of the most important aspects of investing to learn and understand. With a knowledge of market cycles you’ll be able to put your money to work in markets that are moving up in price and avoid those declining in… Read more »
Today’s post is about the importance of investing for retirement, not saving for retirement. Most retirement financial planning advice is about how you must accumulate a nest egg for your “golden years”. For most people, this nest egg retirement fund needs to be at least $1 million if they want to have enough money to last them… Read more »
“The Internet is coming! The Internet is coming”, proclaimed Paul Revere in 1775. Well, he didn’t quite say that. But the next wave of the Internet revolution is upon us… and it is known as the “Internet of Things”. If you don’t know what this is, and what it means for you as an investor, read on……. Read more »
Successful investors have learned certain rules that help them make consistent profits from their investments. The 10 investing rules I present here will greatly increase your chance of financial success if you follow them. Let’s go through them now. Rule #1: Give Up The Goal Of Making Money! One of the more interesting investing rules is to not… Read more »
You’ve heard the saying, “The rich get richer and the poor get poorer.” This saying is true. It is true because the rich take the time to get an education in money, personal finance, and investing. Because of this education, they think differently about money than the poor or middle class. They do things with… Read more »
I came across an interesting article in Forbes Magazine recently called Turning $1,000 Into $42 Million. The article talked about how many years ago Forbes had a columnist named Lucien O. Hooper who recommended quite a few big stock winners over the years. Here are a few examples: Dec 15, 1974: Hooper recommended Royal Dutch Shell…. Read more »