Living on a Budget and ENJOYING It!
If you have stumbled upon this article than I am guessing that you are either living on a budget and NOT enjoying it or you’re not living on a budget and hoping to get there at some point, likely very soon, in your life. Good news is that regardless of what made you click on […]
Investing Tools for Parents: Family HSA, 529, and more…
Andrew and Dave recently went in depth on a Family HSA in their recent podcast episode so I thought it was no better time to get a little bit more in the weeds on some great investing tools for parents! So, you’re a parent or about to become one, or maybe already are – congrats! […]
Thoughts on Arbitrage Trading from the Oracle Warren Buffett
Arbitrage trading is defined by the Corporate Finance Institute as “the strategy of taking advantage of price differences in different markets for the same asset. For it to take place, there must be a situation of at least two equivalent assets with differing prices. In essence, arbitrage is a situation where a trader can profit from the imbalance of asset […]
How a Tactical Asset Allocation Plan Can Earn You More for Retirement
A Tactical Asset Allocation plan is a plan that can allow you the opportunity to have a ton of success if implemented properly, but it takes a lot of knowledge and understanding of what is going on in the market and some serious market discipline. So, what exactly is a Tactical Asset Allocation plan? Essentially, […]
AAA – Do You Get Enough Bang for Your Buck?
Have you ever heard of AAA? Back when I was a kid, my parents had AAA (pronounced triple A) and I absolutely loved the service, but as an adult, I find myself now wondering is AAA worth it? They would always include us on their plan when we first started driving and I honestly used […]
A Complete What Works on Wall Street Book Summary
Recently I have been reading and reviewing the ‘What Works on Wall Street’ book by James O’Shaughnessy and it really has been completely eye opening to me as newer investor. Quite often we hear people talk about the things that they look for and it usually involves something along the lines of P/E and then […]
How Important is Sector Diversification for the Average Investor?
Chances are that if you have been investing for any period of time, you have heard about the extreme importance of diversification. While I do agree for the most part, I also think that sector diversification is one of the most overrated rules of investing for the average investor. For starters, diversification is essentially spreading […]
Walter Schloss – One of the Greatest Value Investors of All Time
Have you ever heard of Walter Schloss? I’m guessing not, but by the end of this article you’re going to be referring to him as Walter BOSS! Walter Schloss was one of the lucky few that was able to learn directly from Benjamin Graham, but he has maintained a relatively low amount of recognition when […]
A History of the HRL Dividend and Where it Could Go from Here
Have you ever heard of Hormel (HRL) before? Hormel is very well known in the grocery store space, but they’re equally, and maybe even more so, well known for an extremely impressive HRL dividend throughout the years. Chances are that you have even if it isn’t ringing a bell for you right now. Hormel is […]
Data that Reveals the Best Performing Growth Factors (Historically)
Not going to lie – the title of this article is so good that it almost seems like clickbait, am I right? Good news for you – it’s not! I am going to continue through my book review of ‘What Works on Wallstreet’ and go through Chapter 19 to identify how to find the most […]
