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…
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…
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…
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…
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…
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…
At this point, you’re probably familiar with ChatGPT—the do-it-all chatbot that handles everything from complex coding to your kid’s homework. But have you ever considered using it to improve your investing skills? While ChatGPT can’t replace professional tools or advice, it can certainly make you a better investor by simplifying complex concepts, enhancing your research, and helping you make more informed decisions. In this article, we’ll explore how you can leverage ChatGPT to sharpen your investing skills and why you…
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…