September 2023

How Stocks Generate Profits for Investors: The stock market is a marketplace where publicly traded companies’ stocks are bought and sold. When a company’s stock is traded on the stock market, the company is essentially selling a small ownership stake... Read More →

The Secure Act 2.0 would also make significant changes to 401(k) plans, which are a popular type of retirement savings plan offered by many employers. Here are a few key provisions of the act related to 401(k) plans: The act... Read More →

As a financial planner, I often see new investors make the same mistakes as they navigate the world of investing. Here are the five most common mistakes that I see new investors make and how to avoid them: Over Diversifying... Read More →

Warren Buffet is widely considered one of the greatest investors of all time, and his success can be attributed in part to his use of filters to identify profitable investment opportunities. Buffet has four key filters that he uses to... Read More →

Stockpicking, the practice of selecting individual stocks for investment, is no longer a viable strategy for the majority of investors. One of the main reasons for this is the consistent underperformance of professional stock pickers compared to a benchmark index... Read More →

Mutual funds have long been a popular investment option for many people, but recent data shows that they may not be the best choice for those looking to get their fair share of market returns. Over the past decade, only... Read More →

5 years ago, I wrote to a friend who asked me about Bitcoin. I think the last 5 years has strongly reinforced my thinking here, what do you think?

Long-Term Games: Why Having a Short-Term Focus is Detrimental to Investors Investing is a long-term game, but many people have a short-term focus when it comes to their investments. They want to make quick gains and get rich fast. However,... Read More →

If you’re looking for a reliable way to earn interest on your savings, bonds are an excellent option. Unlike traditional savings accounts, bonds offer a fixed rate of return that’s currently higher than what you can earn from a bank.... Read More →

If you’re looking for a safe place to keep your savings, you may automatically think of a traditional bank account. However, recent news of bank failures and economic instability has caused many people to question whether banks are really the... Read More →