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.
We all know financial reports are important but keep it one hundred (100), how many of us actually read them? If you’ve ever opened a company’s annual report or 10-K, you know the feeling: instant dread. 200+ pages of charts, footnotes, and legal jargon dense enough to make even seasoned investors want to quit. But here’s the thing: you don’t need to read every single page to understand a company’s financial health. Thanks to AI, you can cut through the…
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…