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…
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…
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…
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…
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…
As parents, we want to give our kids every opportunity to succeed, including setting them up for a strong financial future. Investing for your kids at a young age is one of the smartest ways to achieve this. Whether it’s saving for college, teaching them about money, or building a long-term financial safety net, getting started early can accelerate their path to financial success. Why Start Investing for Your Kids Early? When it comes to building wealth, time is your…
Take Care of Your Health: Health is Wealth We often hear “health is wealth,” but let’s unpack that. While money is a powerful tool it can’t buy health or happiness. Prioritizing our health is crucial, not just for longevity but for the quality of life it brings. It’s about adding life to your years not just years to your life, enabling us to enjoy the fruits of our financial success. Money as a Tool, Not the End Goal Money itself…
Welcome back to “Decoding the Market”, our monthly series where we simplify stock market jargon into language everyone can grasp. In our debut post, we unpacked the concept of stocks, explored order types, differentiated between bull and bear markets, and even cozied up with dividends. If you missed it, make sure to catch up here. Today, we’re back to add some more arrows to your investment quiver. By the end of our session, I promise you’ll be flaunting your investment…
This past weekend, I was at a graduation party and got into a discussion about sports gambling with some friends and family. One individual recently wagered $500 on the 2023 Home Run Derby, betting that the longest home run would exceed 487 feet. By a slim margin of 4 or 5 feet, he lost. To me, this bet seemed reckless—too much money at stake for something that’s largely random. When I asked him about investing, his response was, “No, but…