Keeping Up With The Kardashians
When does it pay to NOT have nice things? We always hear people saying, “Don’t buy Starbucks, make your coffee at home instead.” But that...
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- Jan 25
- 2 min
What I Tell Myself During A Market Selloff
As an investor you should have a plan set aside before you start investing.
- Dec 8, 2021
- 3 min
Stitch Fix (SFIX) Earnings Thoughts
Stitch Fix reported earnings December 7, 2021 and the stock had an awful reaction trading lower by over 20%.
- Dec 3, 2021
- 2 min
November Standout: Qualcomm (QCOM)
When we first bought Qualcomm in the low $130's earlier this year the stock provided exceptional value.
- Nov 19, 2021
- 1 min
October Standout: Galaxy Digital (BRPHF)
Galaxy Digital is a name I haven't talked about before since I purchased it.
- Nov 10, 2021
- 2 min
Everything You Need to Know about I Bonds
This 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, 2021
- 1 min
August & 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, 2021
- 2 min
We've Come So Far
Headlines are looking grim again, so let's pause and take stock.
Why are the headlines terrible?
- Aug 5, 2021
- 1 min
July 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, 2021
- 3 min
June Standout: Goosehead Insurance (GSHD)
Goosehead has a powerful business model that is growing stronger by the day.
- Jul 22, 2021
- 4 min
Do It Yourself or Hire a Financial Pro?
There’s never been a better time to take charge of your own finances.
- Jul 8, 2021
- 3 min
Changing 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, 2021
- 2 min
Q2 2021 Financial Update
The market was quiet and steadily rose last quarter with the mantra, “No news is good news.”
- Jul 1, 2021
- 2 min
Roth 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, 2021
- 3 min
Are Bonds A Good Investment?
The bond market can be challenging - especially in today's environment. What newer investors need to know:
- Jun 10, 2021
- 2 min
May Standout: Stitch Fix
Stitch Fix is back on the performance standout podium after having a dismal February, March, and April.
- May 18, 2021
- 1 min
April Standout: Intuitive Surgical (ISRG)
Intuitive Surgical designs, manufactures and markets the da Vinci Surgical System and related instruments and accessories.
- Apr 13, 2021
- 2 min
March 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, 2021
- 3 min
The Rescue Bill & What It Means For You
So, the next (final?) round of stimulus was signed into law by President Biden.
Let’s dive in.
- Mar 10, 2021
- 2 min
February Standout: Allegiant Travel (ALGT)
Airlines had an amazing run in February and Allegiant participated in the rally gaining nearly 40% during the month.