top of page
Good advice, bad advice, no advice
Forget about it!
Set up your own vision


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 13, 20252 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 13, 20252 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 4, 20252 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 4, 20252 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 4, 20253 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 4, 20252 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 4, 20252 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 4, 20253 min read


Unlocking Wealth for All: How Investing in the Market Can Secure Your Future Today
Investing isn't just for the wealthy elite; it’s a powerful tool for everyone. Whether you're starting a new job, saving for your child's...
Aug 22, 20253 min read


Unlocking Hidden Wealth: How Novice Investors Can Thrive and Give Back to the Community
Investing can seem overwhelming, especially for those just starting out. The finance world is filled with complex terms and endless...
Aug 22, 20254 min read


Navigating the Wild Waves of the Stock Market: Secrets to Thriving Through Ups and Downs for Long-Term Success
The stock market can feel like a rollercoaster ride with unpredictable ups and downs that can unsettle even the most seasoned investors....
Aug 22, 20254 min read
Stockmarket Savy with Guy and Jack
bottom of page