Stock Investing Series Archives (2024)

Pull Your Head Out of the Sand By Vicki Cook and Amy Blacklock Before I sat down to write this post, I re-read The Simple Path to Wealth. This quote from JL… “As individuals we only have one obligation to society: To make sure we, and our children, are not a burden to others.” …is… [Continue Reading]

Please Note: If you are outside Europe and the US, please be sure to read thru the comments on the original of this post. They have become a valuable forum for investors from all over the world. Who knew? Certainly not I. This all started when I wrote a series of letters to my daughter… [Continue Reading]

While I touched on it inPart XVII, the differences between ETFs and Mutual Funds is a recurring question here. Perhaps I should have covered it better. Let’s do that now. We’ll use VBTLX and its ETF version, BND, as examples since those were my choices in my most recent move. ETFs (Exchange Traded Funds) were… [Continue Reading]

As I have mentioned many times, we don’t discuss secret stuff at Chautauqua. There is no “special sauce” revealed for investing or life not available here on the blog or in my book. But we do kick around ideas and I sometimes explore concepts rattling around in my brain with the exceptional attendees Chautauqua always… [Continue Reading]

If you have come here, read thru theStock Seriesand decided the simple low-cost approach described makes sense, you are now faced with the problem of how do you get from where you are to where you want to be. That is, what do you do with all the investments you already have? How, exactly, do… [Continue Reading]

Ya gotta be optimistic if yer gonna be an English Major Several years ago, as an English Major myself and because I can’t draw, I put a description of the cartoon above in my “About” pageand in a post or two I can’t remember just now. In it I invited “one of my talented readers”… [Continue Reading]

A couple of weeks back my pal and fellow Chautauqua speakerFirecracker and I were talking. At one point I was sharing with her an insight I had begun to develop about myself. Namely that I simply must be fundamentally wired differently than most folks. One of the key human characteristics that research has nailed down… [Continue Reading]

I write this blog for my daughter and, by extension, people like her. People who know getting investing right can make a huge, positive difference in their lives but who don’t want to obsess over it. For them I created the Stock Series and the book, The Simple Path to Wealth. But, since this is… [Continue Reading]

It’s not often I get to be the little guy… You don’t have to read very far around here before realizing I am a huge proponent of investing with Vanguard. They are the only investment firm I recommend and, other than our bank account for paying routine bills, all of our investments are with them…. [Continue Reading]

Ever since I published this post —Why I don’t like Investment Advisors—people have somehow gotten it into their heads that I don’t like investment advisors. Go figure. And ever since he first interviewed meon his podcast, Radical Personal Finance, my financial planner pal Joshua takes me to task for this. He assures me, with great… [Continue Reading]