Investing

Updates on investing in different markets and methods.

Millennials and Real Estate

One of the previous posts discussed the rising costs of education and the power of compound interest. So, how are millennials accumulating their wealth if they are not fully taking advantage of retirement [...]

Financial Advisor Services

I recently passed my Series 65 Examination and am finalizing my paperwork to become a financial advisor in the State of Tennessee. I am excited to begin this chapter of my professional career and be able to [...]

SALE How the Stock Market Operates SALE

For a week one of my bestselling books on Amazon.com, How the Stock Market Operates, will be on sale in the Kindle format for a week. This will be a Kindle Countdown deal as the book is normally $3.99. [...]

Selling Short vs. Put Options

Last week a reader asked an excellent question that deemed a reply that was more complete than what I could provide in a comment. First, thank you for the question and the opportunity to provide you with [...]

Steps to Take in the Event of a Market Downturn

If you are like many people these days, you are wondering how high the stock market can and will go? Then in the next breath, you wonder when will the market make a correction or worse go into a bear [...]

Automatic Investing

For those who do not want to actively participate in their portfolio management, there are a few distinct choices available to you. One path is the newer robo-advisors that are popping up all over the [...]

Financial Plans that are Affordable

Here I have decided to take a moment to stop and introduce myself a little and discuss my credentials. First, I have been employed by the federal government since 1999 as either a bank examiner or a [...]

Passive Investing

Do you pay someone to manage your financial accounts? Are you someone who thinks they need a financial adviser? Yes, I think financial advisers have their place in today’s financial world but only if [...]

Micro Advisers Acorns and Stash

The new wave of investing is with robo-advisors, and now we even have micro-advisors to consider. In this post, we will be looking at two micro-advisors, Stash and Acorns. Both are geared towards [...]

Difference in fees among funds

When you are investing for your retirement, every dollar counts. So that means every basis point in fees also counts. And small differences can mean the difference between tens of thousands of dollars over [...]