This new-found strategy for diversifying your investments is not an official one. It is, however, more palatable and aesthetically pleasing than a large block of technical financial text to chewContinue readingA Diversification Strategy Like No Other

Since the name of this website is a play on words, and I occasionally use wordplay to create a clever or amusing quip to keep your attention from waning, itContinue readingInvesting Words Matter

Talking about investing is uncomfortable let alone admitting to our mistakes. There are the few who do talk and write about them but often because they have a volatile historyContinue readingOrdinary Investing Mistakes

Luck is an equation. It isn’t whether you are simply lucky or unlucky and that everything happens by chance or divine intervention. If you take the literal definition of luckContinue readingThe Luck and Skill of Investing Part II

Clever or complicated tax strategies eventually perpetuate into regrettable outcomes. The cost doesn’t outweigh the benefit. The Write-off We immediately recall the classic Seinfeld episode where Kramer packaged up Jerry’sContinue readingWily Taxes

Most of us wouldn’t consider ourselves skilled investors since we don’t work on Wall Street. Does that mean we are all just lucky? Where does luck end and skill evenContinue readingThe Luck and Skill of Investing

We know that this refers to financial assets and that we should do it, but we often never get around to actually making the trades. To illustrate this point, I’mContinue readingRebalancing Your Assets

We’ve learned to hold onto to our investments through the roller coaster ride of volatility so we don’t lose our grip on the momentum we eventually will experience because itContinue readingThe Price of Letting Go

Most will agree that your home is an asset. But so is your car and that definitely is not an investment. Your home, however, grows to become the most meaningful,Continue readingIs Your Home an Investment?

A search on the word “modern” returns sources on modern living, family, eating, health, furniture and an entire image gallery of modern homes both inside and out, almost a fixation.Continue readingModern Investing

Back when I began contributing and investing in my 401(k), I knew there was a level of risk unlike the certainty of a bank account, but I truly had noContinue readingKnown Risk with Unknown Reward

Exchange-traded funds, not to be confused with EFTs, electronic funds transfer, holds a uniqueness to other types of funds. I interchanged the letters and said EFTs to our future CPAContinue readingThe Nuance of ETFs

There are things that online financial guides, YouTube videos and AI will not give you, personalized experience. Even professional financial planners and advisors will not have the breadth of experienceContinue readingInvesting in Index Funds: Things to Know

You will not find this compiled list anywhere. Frankly, you won’t find many sources of detailed guidance on managing a 401(k) readily. Many financial firms will offer to manage itContinue readingThe 401(k:) Hit List

One night a few weeks ago, I was driving to meet my husband for an event. I left at precisely the right time to watch an amazing sunset as IContinue readingThe Price of Stock