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Warren Buffett’s 2014 Shareholder Letter Provides Great Advice for Beginner Investors (Including a Suggested Investment Pick)
Mon, 03/3/14 | 7 Comments
Warren Buffett’s 2014 Shareholder Letter Provides Great Advice for Beginner Investors (Including a Suggested Investment Pick)

Oh, if only Warren Buffett had a blog – for now, you’ll have to settle for me, and Buffett’s annual shareholder letters…
A few days prior to the Berkshire Hathaway annual meeting where he releases said …

Direct Stock Purchase Plans (DSPP’s) & DRIP’s: Are they Worth it?
Wed, 01/22/14 | 7 Comments
Direct Stock Purchase Plans (DSPP’s) & DRIP’s: Are they Worth it?

DSPP’s Vs. DRIP’s
Direct stock purchase plans (or DSPP’s for short) are plans that allows you to buy stock directly from a company or their stock transfer agent – often times without a fee – and …

Lessons from The Greatest Undocumented Investment Bubble in Modern History
Wed, 12/18/13 | 26 Comments
Lessons from The Greatest Undocumented Investment Bubble in Modern History

Around the same time, every Saturday, I’d pocket my $1 weekly allowance (not a typo), and head down to the local ice cream parlor on my bike.
I’d throw down my crumpled up dollar on the …

FDIC Insurance: The Interesting History Behind it, Coverage Amounts, & How to Protect your Bank Assets
Wed, 05/22/13 | 5 Comments
FDIC Insurance: The Interesting History Behind it, Coverage Amounts, & How to Protect your Bank Assets

When you walk in to virtually any bank these days, you should be able to find a sticker or sign that says, “FDIC“, along with the statement “Deposits are backed by the full faith and …

The Perfect Stock
Mon, 05/6/13 | 12 Comments
The Perfect Stock

Doesn’t exist.
Just ask anyone who bought Apple, at some point during its never-ending rocket to an inevitable $1M per share.
If you bought Apple, as just about everyone in my peer group suggested I do around …

What if I Want to be a Custodian for a Non-IRA Account? An Intro to UGMA/UTMA Accounts
Thu, 03/14/13 | No Comment
What if I Want to be a Custodian for a Non-IRA Account? An Intro to UGMA/UTMA Accounts

We recently covered opening a custodial IRA for a minor. I’m a big fan of the Roth variety when it comes to custodial IRA’s – gifts or contributions are post-tax anyways, and it eliminates tax …


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