How to Create an Investment Plan: 7 Steps to Invest With Purpose
Every successful investor needs more than a collection of investments—they need a clear plan.
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What Investments Should You Choose? (Step-by-Step Guide)
Not sure what investments to choose? In this step-by-step guide, we break down how to select the right investments based on your goals, risk tolerance, and time horizon—so you can build a smarter, more confident portfolio.
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The Hidden Danger of Crypto Investing (No One Talks About This)
Is crypto a smart investment, or a risky speculation? In this video, we break down the real dangers of crypto investing, including volatility, uncertainty, and common mistakes investors make before adding it to their portfolio.
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Stop Investing in Target Date Funds (Here’s Why)
Stop investing in target date funds—at least until you understand this. In this video, we reveal the hidden issues with target date funds. Discover better strategies to maximize your retirement investments.
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Top 3 Ways We SHIFTED Our Investing Strategy
We changed our strategy?!? See how we are taking advantage of the current market environment to maximize growth.
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The Economy is RUINED?!
Is Trump going to ruin the economy? There are a lot of people who seem to think so, and they think that everything that we’ve built over the last decades and centuries will be undone by one person.
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How Do Elections Affect Investing?
Election years are exciting, but for many, there are fears and concerns about election outcomes. Should we change our investing based on these elections? What if this party wins or the other? How do elections affect investing?
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Fixed Income = Fixed Losses
When the “stock market” gets scary, folks flee to the “safety” of fixed income. But is there any real safety there? Or does switching to fixed income = fixed losses? Fixed Income Isn’t Safe The most common reason people don’t invest in equities is because they are “risky.” You could lose your money. So they…
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Rolling Returns
The annualized total return of the S&P 500 for the decade ending 2023 was 12.2%. From January 2014 through December 2023, if you reinvested dividends and paid no fees or taxes, your total return over that time would have been 216% (turning $100 invested into $316). That is an annualized total return (with dividends reinvested)…
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Investments (Still) Outperform Investors
Investments (Still) Outperform Investors In 2001, I broke the news to many of you in the very first episode of this podcast that the average equity investor performs worse than the investments the investors invest in. It will shock none of you that investments still outperform investors. Episode 1: Investor Vs. Investment Return The first…
