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Investing Where It’s Comfortable

Investing Where It’s Comfortable

People invest in things they feel comfortable with. That’s why:   Investors on the west coast are more likely to hold technology stocks Investors in the northeast are more likely to hold financial (i.e. bank) stocks Investors in the south more likely to hold...

Weekly Newsletter: The 3-1-1

Weekly Newsletter: The 3-1-1

Happy Friday! Please see this week's personal finance articles, chart, and quote below, along with a bonus blog post written by me. I hope you have a great Memorial Day weekend!3 Articles Play Your Own GameMorgan Housel, Collaborative Fund We're all playing different...

How to Beat 86% of Investors with 1% of the Effort

How to Beat 86% of Investors with 1% of the Effort

In most areas of life, the more you spend on a product the better it is. Take cars, for example: A $90,000 Tesla is undeniably nicer than a $30,000 Toyota.  Many people apply the same logic to investing: the more you pay for an investment manager, the better they must...

Weekly Newsletter: The 3-1-1

Weekly Newsletter: The 3-1-1

I hope you're doing well and having a great week. Please see this week's content below. I've also included a bonus article I wrote about Yale's former endowment manager, who had a profound impact on the investment world and recently passed away. 3 Articles 7 Money...

Financial Priorities in your 30’s and 40’s

Financial Priorities in your 30’s and 40’s

Your 30’s and 40’s tend to be the years when you start earning real money. If you’re in that age range here are the top financial priorities: Pay Off DebtPaying off non-mortgage related debt should be a top priority. Whether it stems from college loans, credit cards,...

Investment Lessons from Yale’s Endowment Manager

Investment Lessons from Yale’s Endowment Manager

David Swensen, manager of the Yale endowment and titan of the investing world, passed away last week. While he was unknown to most, he had a profoundly positive impact on the investments of institutions and individuals around the world. His remarkable career is both...

Weekly Newsletter: The 3-1-1

Weekly Newsletter: The 3-1-1

I hope you're doing well and having a great week. Please see this week's articles, chart, and quote below, along with a bonus article I wrote about the difficulty of saving for college. 3 Articles 7 Common Money Arguments in MarriageJeremy Brown, Fatherly Common money...

The Difficulty of Saving for College

The Difficulty of Saving for College

Over the past 18 years, the price of college has increased by 125%, or 4.6% per year (source). This is more than twice as high as the overall inflation rate. With college costs increasing rapidly, parents who want to save for their children’s education are in a tough...

Weekly Newsletter: The 3-1-1

Weekly Newsletter: The 3-1-1

I hope you're doing well and having a great week. Please see this week's articles, chart, and quote below, along with an article I wrote about my lesson from investing in gold.3 Articles One Year Since the COVID Crash: How Far We've ComeYCharts YCharts did a great...

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