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…
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…
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…
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…
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…
The days of spending hours digging through financial statements, skimming annual reports, Googling stock insights, and second-guessing your decisions are over. There’s a better way to navigate your investing journey and it starts with AI. ChatGPT and AI are changing the game for investors at every level. Whether you’re just getting started or you’ve been at it for years, AI can help you save time, spot opportunities, and cut down the guesswork. But here’s the part most people miss: the…
Three months into 2025 and its been absolute chaos! Political uncertainty, heightened trade tensions, and President Trump hinting at a possible recession have investors understandably on edge. While recent tariffs on Chinese, Mexican, and Canadian goods have amplified market shakiness (which I covered in detail here), today I want to focus specifically on actionable steps you can take right now to navigate this volatile environment. We’ll explore strategies to not only weather the turbulence but potentially profit from it as…
Not even a quarter into the new year, and we’re already off to a wild start—political chaos, shocking NBA trades, Mahomes falling short in the Super Bowl, and now a looming global trade war. Unless you’re living in a cave, you’re aware that U.S. President Donald Trump has announced a 25% tariff on all steel and aluminum imports, a 10% tariff on Chinese goods, reciprocal tariffs, and proposed 25% tariffs on Mexican & Canadian imports. Sound familiar? That’s because we’ve…
I hope your 2025 is off to a fantastic and healthy start! At the beginning of each year, I like to drop a few nuggets that can help make the new year more prosperous than the last. Looking back on 2024, the Best Money Moves article I shared still applies as prioritizing your health, getting out of debt, and shifting from saving to investing are timeless strategies that will positively impact your finances. In 2025 it’s time to embrace new…
Options trading has surged in popularity recently, with many diving in without fully grasping the investment basics. We live in an era of instant gratification, where keeping up with social media influencers often feels like a necessity. But as Chris Rock humorously pointed out, just because you can drive a car with your feet, don’t make it a good idea. Options trading isn’t rocket science, but it’s not as straightforward as buying and holding stocks either. It requires strategy and…