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How I Got My 5-Year-Old to Love Investing

How I Got My 5-Year-Old to Love Investing

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Think five is to young to learn about investing? Think Again No, we’re not breaking down EBITDA or reading 10-Ks at bedtime but we are laying the foundation for lifelong financial literacy. Here’s how I’m introducing the stock market to my daughter in ways that are fun, age-appropriate, and actually sticking. Step 1: Start with what they know It all starts with connecting investing to their world. Kids don’t care about ticker symbols but they do love Disney, McDonald’s, and…

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Using AI for Investing? Here’s How to Double-Check Its Advice

Using AI for Investing? Here’s How to Double-Check Its Advice

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AI is a powerful but it can also be confidently wrong. If you’re blindly trusting ChatGPT (or any AI) to guide your trades, you’re playing a dangerous game. Before we get into the risks, if you’re just starting to explore AI for investing, check out my earlier article: How to Use ChatGPT to Become a Better Investor. It lays the groundwork for using AI tools the right way, especially if you’re still building confidence. Common Pitfalls of AI Even with…

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My ChatGPT Strategy for Finding Hidden Stock Opportunities

My ChatGPT Strategy for Finding Hidden Stock Opportunities

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Every month, I test tons of prompts and one always stands out. This is a fun one as I love seeing what ChatGPT will come up with and it helped me uncover a stock that wasn’t even on my radar. The Prompt “Act as a fundamental equity analyst with 20+ years of experience. Based on current U.S. macroeconomic trends, recommend one under-the-radar U.S. stock with strong long-term growth potential. Justify your pick with 3 data-backed reasons, referencing recent financials, valuation…

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Stop Wasting Points: 5 Rookie Credit Card Mistakes (And How to Fix Them)

Stop Wasting Points: 5 Rookie Credit Card Mistakes (And How to Fix Them)

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Using credit cards for rewards can be a great way to upgrade your lifestyle without spending thousands on fancy hotels or business class flights. But it only works if you know what you’re doing. If you’re serious about getting the most out of your cards (and not leaving money on the table) here are five rookie mistakes to avoid and how to fix them. 1. Paying Interest While Chasing Points If you’re not paying your balance in full each month,…

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Investing During Conflict: History, Strategy, and What to Do Now

Investing During Conflict: History, Strategy, and What to Do Now

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You wake up, scroll through social media, and see Israel and Iran trending. There’s footage of missile strikes and oil-field fires. Stock futures are flashing red, feeds are full of panic, and the question hits you: What do I do with my portfolio? Should I sell and buy golden bricks or just run for the hills? Buying gold might be smart but don’t head for the hills. Historically, the market’s first reaction to war is panic. But when the dust…

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Stock Picking or ETFs: How to Choose the Best Strategy

Stock Picking or ETFs: How to Choose the Best Strategy

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Should you buy individual stocks or just stick with ETFs? It’s a question every investor faces at some point and there’s no one-size-fits-all answer. But there is a smarter way to figure out what works for you. The Case for ETFs The Case for Stock Picking Where ChatGPT Fits In ChatGPT can help you weigh both strategies by: How to Choose Ask yourself: There’s no wrong answer, it’s about what works best for you. The Bottom Line Warren Buffett said…

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How to Build a Long Term Watchlist Using ChatGPT

How to Build a Long Term Watchlist Using ChatGPT

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If you’re serious about building wealth, you need more than hot tips from Reddit or TikTok. You need a personalized stock watchlist that reflects your goals, risk tolerance, and timeline. And thanks to AI tools like ChatGPT, you can now build one smarter—and faster—than ever. Below I list some steps on how to get started. Step 1: Define Your Investor Identity Before building a watchlist, get clear on who you are as an investor. Are you focused on long-term growth?…

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AI and Car Buying: How ChatGPT Simplified My Car Purchase

AI and Car Buying: How ChatGPT Simplified My Car Purchase

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🚙 I last purchased a car about six years ago—and somehow, the process feels even more exhausting today. Between inflated prices, endless trim levels, and deciding between gas, hybrid, or electric, buying a car can quickly become an unpaid, full-time research project. And that’s before dealing with overzealous sales reps or spending weekends bouncing between test drives. Thankfully, technology has evolved. This time, I had my trusted assistant riding shotgun: ChatGPT. I used AI to guide every step of our…

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40 Years, 3 Generations, and a New Approach to Financial Freedom

40 Years, 3 Generations, and a New Approach to Financial Freedom

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Note: I originally wrote this the weekend of my 40th birthday and Mother’s Day, reflecting on family, finances, and legacy. Life got in the way—but the message still hits. Glad to finally hit publish. I celebrated 40 years on planet Earth back home in NYC last Sunday on Mother’s Day. That weekend was full of reflection as I walked through my old neighborhood and enjoyed the cool breeze blowing off the water from the upper deck of the Staten Island…

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Get the Most from Credit Cards with AI-Powered Advice

Get the Most from Credit Cards with AI-Powered Advice

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With so many credit card options available, choosing the right one can feel overwhelming. The right card can earn you free travel, cashback, or VIP perks. But the wrong one? It’ll sit unused in that junk drawer you swore you’d clean out six months ago. That’s where AI comes in. AI tools are changing the game—helping you find credit cards that actually match your lifestyle and spending habits. In this post, I’ll show you how to use AI to pick…

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