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This Simple AI Hack Makes Financial Reports Easy

This Simple AI Hack Makes Financial Reports Easy

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We all know financial reports are important but keep it one hundred (100), how many of us actually read them? If you’ve ever opened a company’s annual report or 10-K, you know the feeling: instant dread. 200+ pages of charts, footnotes, and legal jargon dense enough to make even seasoned investors want to quit. But here’s the thing: you don’t need to read every single page to understand a company’s financial health. Thanks to AI, you can cut through the…

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The One Grocery Store Test That Shows If You’ll Build Wealth

The One Grocery Store Test That Shows If You’ll Build Wealth

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If you really want to understand your relationship with money, don’t look at your budget look at your grocery cart. Seriously. How you shop for groceries reveals more about your financial habits than you think. Whether you’re grabbing items without checking prices, sticking to a strict list, or falling for every “buy 2 get 1 free” sign, your grocery behavior mirrors how you handle money everywhere else. And if you’re trying to build wealth, even on a modest income, this…

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The Best Way to Build Generational Wealth for Kids? A Custodial Account

The Best Way to Build Generational Wealth for Kids? A Custodial Account

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When I think about the best financial gifts I can give my kids, it’s not toys, clothes, or even a college savings plan. It’s ownership. That’s why I believe a custodial account is one of the smartest ways to set them up for success. It’s simple, powerful, and most importantly it teaches them about money and investing at an early age so it becomes part of their foundation. What is a Custodial Account? A custodial account is an investment account…

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How to Research Stocks Without Getting Overwhelmed

How to Research Stocks Without Getting Overwhelmed

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When I bring up the stock market and how to research stocks, most people either get bored or freeze up. And if I mention P/E or D/E ratios?  They’ll look at me like I’ve got two heads.  I get it. Turn on CNBC as a new investor and they may as well be speaking an alien language.  But doing research and understating what you’re investing in is fundamental and it doesn’t have to be complicated. Keep it Simple Instead of…

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When’s the Best Time to Buy Stocks? The Simple Truth for New Investors

When’s the Best Time to Buy Stocks? The Simple Truth for New Investors

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A common question new investors have is: “How do I time the stock market?” In reality, trying to time the market is one of the biggest mistakes new investors make. Clickbait headlines scream “Recession ahead!” or “Stocks at record highs!” and emotions start pulling you in every direction. The result? Hesitation, missed opportunities, or buying at the wrong time. Instead of trying to outguess the market, smart investors learn to work with it. Why Most People Get This Question Wrong…

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The $65,000 Car Loan Trap & How to Steer Clear

The $65,000 Car Loan Trap & How to Steer Clear

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A cousin of mine purchased a compact SUV, a couple of years ago. She didn’t have great credit, but she saw this as her chance to rebuild. If she made on-time payments, she could raise her score, gain stability, re-finance later and finally get ahead. However, the dealer was a shark, and my cousin? She was tonight’s dinner. They sold her a $35,000 car at an astronomical 22% interest rate, rolled in a few thousand dollars of debt from her…

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My Weekly Investing Prep with ChatGPT: News, Earnings, Portfolio & More

My Weekly Investing Prep with ChatGPT: News, Earnings, Portfolio & More

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If you’re serious about staying sharp as an investor, preparation is key. Once my three year old stops coming down the stairs trying to skip bed time, I turn Sunday evening into my secret weapon. A quick, focused 30 minute routine that gets me mentally and strategically ready for the week. And thanks to AI tools like ChatGPT the whole process runs faster and smoother. Here’s my full Sunday investing routine, step by step: Step 1: Review the Past Week…

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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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