Jan 252 minWhat I Tell Myself During A Market SelloffAs an investor you should have a plan set aside before you start investing.
Dec 8, 20213 minStitch Fix (SFIX) Earnings ThoughtsStitch Fix reported earnings December 7, 2021 and the stock had an awful reaction trading lower by over 20%.
Dec 3, 20212 minNovember Standout: Qualcomm (QCOM)When we first bought Qualcomm in the low $130's earlier this year the stock provided exceptional value.
Nov 19, 20211 minOctober Standout: Galaxy Digital (BRPHF)Galaxy Digital is a name I haven't talked about before since I purchased it.
Nov 10, 20212 minEverything You Need to Know about I BondsThis is my new favorite "safe" investment for cash and the best alternative I've found to get away from CDs or your boring ole savings.
Sep 10, 20211 minAugust & September Standout: Goosehead Insurance (GSHD)Gooshead insurance is probably a name you've heard me talk about before. It is one of my favorite investments for multiple reasons.
Aug 10, 20212 minWe've Come So FarHeadlines are looking grim again, so let's pause and take stock. Why are the headlines terrible?
Aug 5, 20211 minJuly Standout: Innovative Industrial Properties (IIPR)IIPR is a real estate investment trust (REIT) that specializes in properties that are leased to operators for cannabis use.
Jul 27, 20213 minJune Standout: Goosehead Insurance (GSHD)Goosehead has a powerful business model that is growing stronger by the day.
Jul 22, 20214 minDo It Yourself or Hire a Financial Pro?There’s never been a better time to take charge of your own finances.
Jul 8, 20213 minChanging Jobs: Should You Roll Over Your 401(k)?Changing jobs? Here are five ways to handle the money in your employer-sponsored 401(k) plan. 1. Leave it in your current 401(k) plan The...
Jul 7, 20212 minQ2 2021 Financial UpdateThe market was quiet and steadily rose last quarter with the mantra, “No news is good news.”
Jul 1, 20212 minRoth vs Traditional IRAs: Which is Right for You?An individual retirement account (IRA) can be an effective retirement savings tool, but how do you choose between a Roth or traditional IRA?
Jun 24, 20213 minAre Bonds A Good Investment?The bond market can be challenging - especially in today's environment. What newer investors need to know:
Jun 10, 20212 minMay Standout: Stitch FixStitch Fix is back on the performance standout podium after having a dismal February, March, and April.
May 18, 20211 minApril Standout: Intuitive Surgical (ISRG)Intuitive Surgical designs, manufactures and markets the da Vinci Surgical System and related instruments and accessories.
Apr 13, 20212 minMarch Standout: Lowe's (LOW)Lowes had a great run in March finishing the month up over 18%. More importantly, Lowe's had a great year in 2020.
Mar 17, 20213 minThe Rescue Bill & What It Means For YouSo, the next (final?) round of stimulus was signed into law by President Biden. Let’s dive in.
Mar 10, 20212 minFebruary Standout: Allegiant Travel (ALGT)Airlines had an amazing run in February and Allegiant participated in the rally gaining nearly 40% during the month.
Feb 16, 20212 minJanuary Standout: Stitch Fix (SFIX)Stitch Fix seemed to be a benefactor of the GameStop mania recently. Stitch Fix, like Gamestop, had some investors (over 20%) betting agains