Roller Coaster Rides and Rocky Stock Markets
This summer, my kids and I joined my extended family for our annual pilgrimage to Santa Claus, Indiana – home of the amusement park Holiday World – for a 3 day theme park extravaganza. (For those of you looking for an amusement park review, you’re in luck.) Holiday World wins…
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Boiling Frogs and Bond Yields: What the Fed Meeting Means for Your Income
Let’s start the conversation by saying I consider myself to be a humanitarian and one might even say a batrachophile – that is, someone who loves frogs, of course. (Important disclaimer: no frogs were harmed—or boiled—in the making of this blog.) So what do frogs have to do with investing?…
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The Magnificent 7: Market Heroes or Doomed Gunslingers?
The Magnificent 7 stocks—Apple, Amazon, Google, Meta, Microsoft, Nvidia, and Tesla—have been nothing short of… well, magnificent. Since 2020 (with the exception of 2022), these seven giants have carried the S&P 500 on their broad shoulders. For many investors, the strategy has become simple: In the Mag 7 we trust.…
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The Stock Market Is Not a DeLorean
Every investor dreams of owning a DeLorean—just hit 88 mph, travel back to the perfect buy-in moment, and coast into early retirement. But real investing doesn’t work that way. In this post, we use Back to the Future to explore why timing the market (especially in the age of AI)…
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How Lessons from Penalty Kicks Can Save Investors
This weekend, I turned on the TV for some background noise and stumbled across the Women’s Euro Cup quarterfinal between France and Germany. I’m no diehard soccer fan, but I’ve always found women’s soccer more entertaining than the men’s game. This one? Instant classic. The match went into extra time…
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How to Navigate the “Trump Trade” Without Taking the Bait
Presidential elections always come with a wave of market predictions. Like a carnival barker promising an easy win, market experts roll out bold claims about how investors can cash in on political outcomes. Their forecasts are often based on campaign promises, party agendas, or knee-jerk reactions to election results. This…
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9 Reasons to Fall in Love with Investing
Roses are red, Violets are blue, In honor of Valentine’s Day, Here’s 9 reasons to fall in love with investing as my gift to you. Invest $100,000 for 25 years at 10% annual returns: That’s an extra $700,000—all thanks to compounding! No wonder Einstein called it the eighth wonder of…
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Fed Drops Interest Rates, and Investors Drop Stocks
Last Wednesday, the Fed wrapped up its final meeting of the year, and it was supposed to feel like a festive holiday party. The anticipated gift? A ¼-point interest rate cut. Sure enough, investors unwrapped their expected present, but before they could toast the holiday cheer, the Fed dashed out…
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