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 June 23, 2026
Think about how you organize your home.
Utensils go with utensils. Sneakers go with sneakers. When something is out of place, it creates confusion. You open a drawer looking for a fork and find a sock instead. You might catch yourself thinking, okay, I really need to get this place in order. Your portfolio works the same way.
Originally published in the Stock Savvy Dad newsletter on June19, 2026.
Today is Juneteenth. A day about freedom finally being recognized after far too long. But freedom on paper and freedom in practice are two different things. Real freedom, the kind that compounds and gets passed down, takes generations of intentional effort to build. Not just financially but mentally.
Originally published in the Stock Savvy Dad newsletter on June 9, 2026
I’m writing this from a coffee shop. The F.I.R.E. movement, which stands for Financial Independence Retire Early, would have something to say about that. The philosophy is built around aggressive saving and cutting expenses to the bone so you can retire decades earlier than most. And one of its most common pieces of advice is simple. Stop buying coffee out. Make it at home. Technically they’re not wrong. But they’re missing something important.
Originally published in the Stock Savvy Dad newsletter on June 2, 2026.
My daughters argue sometimes. Nothing serious, just the normal back and forth between two sisters figuring out how to share the same space. One of them will come find me or my wife. “Daddy, she’s bothering me.” “I’m the only one cleaning up.” The instinct as a parent is to jump in, take a side, fix it. But my wife has a motto we both live by. You two figure it out. If I have to get involved you’re both in trouble.
Originally published in the Stock Savvy Dad newsletter on May 26, 2026.
One thing I’ve learned as an investor is that capital leaves clues. Government officials, hedge funds, CEOs. They’re not always right. But when multiple people with access, influence, and long-term visibility keep showing up in the same sectors, I pay attention. Then I do my own research from there.
Originally published in the Stock Savvy Dad newsletter on May 12, 2026.
Think about the friends you had as a kid that you no longer speak to. Some drifted away naturally. You moved, life got busy, and you lost touch. No drama. The friendship just ran its course. Others you had to walk away from intentionally. Maybe they started making choices that didn’t align with yours and you knew staying close would cost you more than it was worth.
Originally published in the Stock Savvy Dad newsletter on May 5, 2026.
In the spring of 2023 a stock that had been on my watchlist, CrowdStrike, took a fairly significant dip. Most people saw a falling stock and moved on. I saw a potential opportunity.
Originally published in the Stock Savvy Dad newsletter on April 28, 2026.
Sometimes the best financial advice comes from an unexpected conversation.
Back in 2023 I was talking with a financial influencer I respected and he said something that stuck with me. Open custodial accounts for your kids. I did a little research that same day and by the end of it the accounts were open.
Originally published in the Stock Savvy Dad newsletter on April 21, 2026.
Hi Reader At some point most investors ask themselves the same question. Did I miss my window? There have been multiple times I’ve researched a company I believed in, talked myself out of buying it, and watched it take off without me. Those moments always sting, and have made me feel like I was behind.
Originally published in the Stock Savvy Dad newsletter on April 15, 2026.
We’ve all been there. You find a stock you love. You read about it, you like the story, and somewhere in your head you’ve already decided you’re buying it. That’s the problem.