Practical ideas and insights from Stock Savvy Dad on family finance, raising financially capable kids, long-term investing, market behavior, and making smarter decisions with money.
Originally published in the Stock Savvy Dad Newsletter on October 27th, 2026
A few years ago, I put a small portion of my investment funds into an automated investing platform where a robo-advisor manages a diverse portfolio of index funds for you. After one year I pulled everything out.
My primary portfolio was up for the year. The robo-advisor was down. That was enough for me.
Originally published in the Stock Savvy Dad Newsletter on October 20th, 2026
If a basketball team scores 100 points, that doesn’t mean every player scored 8. Two stars may have dropped 35 each. A few role players added another 30. The rest of the roster still matters, but they didn’t carry the scoring load.
The S&P 500 works the same way.
Originally published in the Stock Savvy Dad Newsletter on October 5th, 2026
The U.S. added only 29,000 jobs in September. The Nasdaq rose 1.2% after the report came out.
Imagine telling someone who just lost their job that the market rose because hiring was weaker than expected.
Originally published in the Stock Savvy Dad Newsletter on September 29, 2026
When I first started investing, I went wide instead of going deep. I owned a lot of stocks. Too many. And I think two things drove that. First, everyone tells you to diversify but nobody explains what smart diversification actually means. Second, you see companies doing well, FOMO kicks in, and you feel like you need to own everything.
Originally published in the Stock Savvy Dad newsletter on September 22, 2026
Last Wednesday the Federal Reserve raised its benchmark interest rate by 0.25 percentage points, pushing it to a range of 3.75 to 4 percent. Here is what that means for your money.
Originally published in the Stock Savvy Dad newsletter on September 1, 2026
Hey Reader AI just got the keys to the portfolio. On August 25th Scalable Capital, a European broker managing over €60 billion for more than a million customers, became the first bank in Europe to let customers connect their portfolios directly to ChatGPT and Claude.
Originally published in the Stock Savvy Dad newsletter on August 25th 2026
The stock market is at record highs. Luxury travel is booming. High end restaurants have wait lists. Consumer spending among higher income households is up and showing no signs of slowing down. If you own assets, have a strong income, or both, things probably look pretty good from where you’re standing.
But there’s another economy running alongside that one and it tells a very different story.
Today I want to pull back the curtain a little and share three stocks that are currently on my watchlist and provide additional insight into how to potentially think about the market.
Originally published in the Stock Savvy Dad newsletter on August 11, 2026
The racial wealth gap continues to widen despite the increase in wealth among all racial groups. As of 2022 the median wealth for Black households was $44,890 compared to $285,000 for white households. This gap doesn’t exist by chance. Specific institutional policies got us here and ensure we remain. Two in particular stand out.
Originally published in the Stock Savvy Dad newsletter on August 4, 2026.
My six-year-old was rushing through dinner the other night. I told her to slow down, and she looked up and asked why. So, I broke it down for her. When you rush through your food you don’t chew it properly and that can cause problems. It takes about 15 minutes for your stomach to tell your brain it’s full, so if you eat too fast you’ll keep going thinking you’re still hungry. Next thing you know your stomach is sticking out and you’re uncomfortable wondering what happened.