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People Call in Sick: So do Stocks
Have you ever felt fine on Thursday when you left work, but overnight got sick, so sick you called in and said you couldn't come in today? You only had a temporary setback or minor cold, but a day of rest and lots of juices made you well. By Monday, all felt normal, and you returned to your routine. Stocks Can Get Sick Momentarily We say in the book that the market is like attending a professional sporting event. There is always someone looking for any weakness in a stock. W
Oct 133 min read


Begin with the End in Mind
This title is borrowed from Stephen Covey’s book The 7 Habits of Highly Effective People . The title says it all. Before you buy a stock or decide to buy stocks and mutual funds, think about what your goals are. Then keep those goals in mind when you act on a purchase, a sale, or do nothing. Obviously, we all want to buy stocks that go up. What is your goal? Quick money, retirement, building a legacy? What drives your efforts? What Purpose do you have with Investing? We sugg
Oct 132 min read


What is Your Portfolio’s Timeline?
If you have set a goal for your portfolio, then there might be a timeline associated with it. For example, if the money is to fund college tuition, how soon will drawdowns occur? If it’s for a down payment on a child’s first home, when will the money be needed?. If it’s an additional retirement fund, when do you expect to begin drawing? If You Don’t Know Where You’re going, any Map will get you there. Be sure to align stock selection with your timeline, especially if the fund
Oct 132 min read


When College Tuition is Due
If you are a parent of a child going to college someday, there might come a point where you get the first tuition bill and feel like your...
Oct 122 min read


While You Sleep…
While You Sleep… (CATEGORY: AFTER) Everybody has to sleep, but in our twenty-first century world we understand that networks, businesses,...
Oct 124 min read


Your First Look at the Phone
When you get up in the morning, how long is it before you take your first look at the phone? For me, I am often drawn to family texts...
Oct 92 min read


What Happens in Our Portfolios on an Average Day? (The Power of Doing Nothing) 🧘
The stock market is often portrayed in movies and on the news as a place of constant drama, flashing screens, and panic-fueled decisions....
Oct 42 min read


You Are On Your Own: Why Main Street Needs to Take Back Investing 🧭
My own investing journey started with a bit of a surprise—and a very small inheritance. When my father passed away in 1979, his meager...
Oct 42 min read


Old Models Are Broken: Why Investing Requires You to Dance
If you're looking for a set of solid, impenetrable rules for every single phase of investing, I'm going to tell you the hard truth: they...
Oct 42 min read


Ready to Invest? What Do You Fear the Most?
When you consider becoming an investor, a few emotions likely surface: excitement, curiosity, and often, a heavy dose of fear . We want...
Oct 43 min read


When to Sell: Does Anyone Believe in the Long-Term Anymore?
In the world of investing, we spend countless hours talking about when to buy . But the question of when to sell often feels far more...
Oct 43 min read


If You Like Rollercoasters, You’ll Love Investing in Stocks
Let's be honest: there's nothing quite like investing in the stock market. You're pitting your brain and your research against a massive,...
Oct 43 min read


Continually Add to Your Holdings: Why Your Portfolio Should Never Sleep
Today, we’re talking about a core principle of investing that’s less about market timing and more about biological necessity. It's the...
Oct 42 min read


The Happy Accident: How I Found a Hidden Gem (and Broke All the Rules)
Let me tell you a story that falls squarely into the category of "I made a good mistake." It involves a disappointing golf brand, a tired...
Oct 43 min read


Stop Chasing Unicorns: The Right Way to Invest Small Amounts of Money
It's a question almost every new investor asks, and it was once put directly to one of the greatest financial minds of our time, Charlie...
Oct 42 min read


Warren’s Wisdom: Why You Should Buy in the Troughs (When Everyone Else is Away)
It's one of the most famous pieces of advice in investing, delivered by the Oracle of Omaha himself, Warren Buffett: "Be fearful when...
Oct 42 min read


"This Is Another Fine Mess You’ve Gotten Me Into!": What to Do When Your Stock Dips
If you've ever watched classic comedy, you know the moment: Oliver Hardy, exasperated, turns to Stan Laurel, spreads his hands, and...
Oct 42 min read


Not All or Nothing: The Power of Slowly Adding to Your Positions
How often have you heard that anxious voice in your head or from a friend saying, "Don't just sit there, do something! " When it comes to...
Oct 43 min read


Our Real Goal for You: Building Your Own Great Wall of Wealth
When we talk about investing, many people jump straight to fantasies of striking it rich overnight. Let's be clear: that is not our goal...
Oct 42 min read


How Stock are Traded Today
Have you ever wondered what actually happens when you hit 'buy' on a stock? While the history is fascinating (more on that in a moment!...
Oct 43 min read
Stockmarket Savy with Guy and Jack
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