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What You Can Learn from Warren Buffett’s Apple Sale
Berkshire Hathaway sold nearly half its stake in Apple earlier this year.
We look at the important lessons for individual investors with concentrated stock.
Monthly Financial News – August 2024
The top personal finance news from August, 2024.
Topics Include: Tech job postings, VC investments in AI, mortgage rate declines, and more.
Hack of National Public Data
Information related to the data breach of a company called National Public Data.
How to find out if you were affected, and how to freeze your credit.
Monthly Financial News – July 2024
The top personal finance news from July, 2024.
Topics Include: The return of volatility, the president vs. the stock market, Q2 GDP figures, and clarity around inherited IRA distributions.
Monthly Financial News – June 2024
The top personal finance news from June, 2024.
Topics include: How the stock market in the first half of the year, a review of the Bay Area job market, and how parents are doing financially.
Monthly Financial News – May 2024
The top personal finance news from May, 2024.
Topics include: Real estate, the investment markets, and Apple’s earnings growth and stock buyback activity.
Monthly Financial News – April 2024
Personal finance news from the past month.
Topics include: AI Job hiring, overly-optimistic investors, food & fuel inflation, college costs, and the price to make coins.
First Quarter Investment Commentary
In the first quarter of 2024, markets continued to perform well.
The S&P 500 marked its fifth consecutive month of positive returns. However, inflation remained higher than preferred.
Monthly Financial News – March 2024
Personal finance pieces from the past month.
Topics include: The best & worst performing stocks year-to-date, tech layoffs, college cost data, and a look at our tax system.
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