Blog

Enjoy this month’s edition that features a reminder of tax documents from Schwab, plus some commentary about stock market performance.

2023 Tax forms: 

Enjoy this month’s edition that features a review of 2023.

Some really good biographies, plenty of fun fiction and some favorite authors round out the reading year. Hope you find something interesting you’d like to try for yourself here:

Enjoy this month’s edition that features a review of November investment returns, an announcement of 2024 contribution guidelines by the IRS and an explanation of why we include international companies in our portfolios.

You may have never heard of him, but last week Warren Buffett’s business and investing partner at Berkshire-Hathaway, Charlie Munger, died at the age of 99. He helped Buffett build the company into the 7th most valuable in the U.S.

Enjoy this month’s edition that features a perspective on bonds and their relationship with stocks, as well as a note regarding new rules when writing checks with Schwab.

I first wrote this 3 ½ years ago and believe it is an excellent reminder that, as investors, we are owners of the companies we buy shares in, even if indirectly through mutual funds. I also updated it at the end to show how Wally’s wisdom played out…so far.

Enjoy this month’s edition that features a note about your monthly Schwab statement, a tip to avoid a new type of cyber fraud as well as a review of the stock market so far this year.

September statements:

Enjoy this month’s edition that features an update on the conversion to Schwab, an explanation of diversification within our portfolios and a reminder that those 50 and older can make catch-up contributions to their retirement accounts.

On his recent podcast, the New York University Finance professor and investor, Scott Galloway, revealed his very personal thoughts about his own money. He explained his anxieties about money, his thoughts on marriage and how it relates to money, his approach to investing and what financial independence means to him.