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Category Archives for "Invest"

Learn and Improve Your Net Worth

Learn and Improve Your Net Worth

Net worth is a financial snapshot of your personal wealth.  Simply put it’s the difference between what you own and what you owe.  I would suggest the most important aspect of net worth is not the number itself but rather improving your net worth over time.  Let’s dive in to learn more about net worth […]

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How to Invest in the Stock Market Colorful light bulb

Investing 101: How to Invest in the Stock Market?

Investing can be filled with complicated investments, fancy terms, and acronyms galore.  Today I want to take a beginners look into what “invest in the stock market” really means and different ways you can get started. What is the stock market? The stock market is where stocks and bonds are publicly traded.   The term “stock […]

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How To Handle Your Retirement Savings Today Sunset Waterfall

How To Handle Your Retirement Savings Today

I received a text message from a family member recently and he asked a question that is going to come up during these uncertain economic times.  My retirement account lost a whole bunch of money, is it time to panic and take it all out!?!?  We talked and I shared how to handle your retirement […]

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5 Takeaways from 2020 Berkshire Hathaway with Warren Buffett

Just this past weekend I watched Warren Buffett and the Berkshire Hathaway annual meeting like a Super Bowl party minus the commercials.  I was ready for the long haul of watching Warren Buffett and Greg Abel rather than fan favorite Charlie Munger talk about stocks, US economy, and overfill of investing wisdom.  A quick nap, […]

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Recession is Coming Snow Forest and Single Road

What to Do When a Recession Is Coming

A decade ago I was in debt up to my eyeballs.  Today after paying off thousands in debt, maxing out my retirement accounts, and selling a house for a profit my wife and I have thousands in our retirement accounts and beyond to lose.  So recently when a recession like stock market plunge happened I […]

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Investment Benefits and Strategies

My Investment Benefits and Strategies

In the first part of Creating an Investment Philosophy I talked about my investment vehicles including retirement and brokerage accounts.  The investments themselves are today’s topic as I discuss my investment benefits and strategies I use.  Hot stock tips not included.  Sexy individual stocks, maybe just a little.  Boring core index investing, absolutely i’ll take […]

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Investment Philosophy Even Steven Money Women Lauging

What’s Your Investment Philosophy?

Over the past 20 years of my life I have made many investing mistakes.  At the same time, I have learned from these mistakes and about who I am as an investor and my strategy to grow wealth.  This education in investing has led me to create my investment philosophy. What is an investment philosophy? […]

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Automatic Investment Plan

When I talk with coaching clients one of the biggest fears I hear is investing.  Anything from not having enough money to invest to not knowing what and where to invest.   Probably not surprising is that only around 50 percent of American families have any exposure (direct or indirect) to the stock market.  Big […]

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Webull Review Zero Commission Trading and Free Stock

Investing in Stocks, a Webull review, and a Free Stock

I’m a boring investor.  My hot tip at cocktail parties is build your financial life brick by brick. What I am a firm believer in is index fund investing.  I follow a 90/10 strategy in stocks and bonds as a DIY investor.  What I don’t mention very often is part of the 90 percent is […]

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Cartoon of What Would Warren Buffett Do

What Would Warren Buffett Do?

In 2015 I  told myself repeatedly I was going to the Berkshire Hathaway annual shareholder conference in Omaha, Nebraska.  I read 1500 Days and Planting Our Pennies reviews of last year and practically drooled over the thought of attending what some call the capitalist Woodstock.  My excitement level was high, but I needed to ask […]

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