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 »
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 »
