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

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

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

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...

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

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...

The stock market is often portrayed in movies and on the news as a place of constant drama, flashing screens, and panic-fueled decisions....

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...

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...

When you consider becoming an investor, a few emotions likely surface: excitement, curiosity, and often, a heavy dose of fear . We want...

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...

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,...

Today, we’re talking about a core principle of investing that’s less about market timing and more about biological necessity. It's the...

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...

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...

It's one of the most famous pieces of advice in investing, delivered by the Oracle of Omaha himself, Warren Buffett: "Be fearful when...

If you've ever watched classic comedy, you know the moment: Oliver Hardy, exasperated, turns to Stan Laurel, spreads his hands, and...

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...

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...

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!...