Weekly Trending News: Dow drops 1,000 points as Trump renews criticism of Federal Reserve (CBS News) China shoots itself in the foot with aviation move (TheStreet) 10-year Treasury yield rises as investors weigh Trump’s criticism of Powell (CNBC) Warren Buffett unloaded position in the S&P 500 (Yahoo Finance) Apple's Week Of Tariffs, iPhone Stockpile, Stock Slides, And More (Benzinga) The Best Companies to Own: 2025 Edition (Morningstar) Resources Investing Platforms: Fidelity, Vanguard,...
11 days ago • 5 min read
Weekly Trending News: The bond market sell-off is more worrisome than the one in stocks. (USA Today) Billionaire Ray Dalio: ‘I’m worried about something worse than a recession’ (CNBC) Interest rates hold steady after rapidly rising (Fortune) Dow Jones Pops On These Trump Tariff Moves; Palantir Clears Key Benchmark (IVB) JPMorgan Chase's Jamie Dimon says U.S. economy faces "considerable turbulence" (CBS) US Core CPI Inflation is back below 3% for the first time in 4 years. (Charlie Bilello)...
18 days ago • 3 min read
Weekly Trending News: The S&P 500 Falls Into Bear-Market Territory Declining More Than 20% From It's Recent Peak (Morningstar) Black Monday Fears Grow For The Stock Market (Newsweek) Jack Dorsey Says Bitcoin Fails If It Is Not Used For Everyday Payments (Yahoo Finance) Warren Buffett’s Advice for Navigating the Stock Market (Yahoo Finance) Mortgage Rates Drop for Fourth Time in a Week, Hit 3-Week Low (Investopedia) Powell sees tariffs raising inflation and says Fed will wait before further...
25 days ago • 3 min read
The S&P 500 has had it's worst single day performance since June 2020 as Trump's tariffs raise uncertainty for investors. Below is the performance of the S&P 500 from Thursday, April 3rd, showing that it has dropped nearly 5% in just one day! Even crazier, Apple's stock declined over 9% as big tech was hit severely by the additional tariff's. "Hardware supply chains are concentrated in Asia, with notable concentrations in China (34% additional tariff rate), Taiwan (32%), South Korea (25%),...
28 days ago • 2 min read
Because the differences between Index Funds, Mutual Funds, and ETFs can be quite confusing... I've recently spent a large amount of time on this topic to ensure that you fully understand the EXACT differences and similarities. For an in-depth video with visuals, I highly recommend checking out my recent YouTube post: Before reading further, understand that each of the three funds are considered "investment funds", because you can invest into hundreds to thousands of different investments all...
about 1 month ago • 3 min read
Investing into stocks and real estate are two of the best long-term investments you could make, that have proven track records of creating significant wealth for investors. In fact, over the past 20 years, investing into rental properties alone has been reported to average an 11.7% annual return for investors. Investing In Rental Homes (Arrived) Whereas, the US Stock Market Index has averaged a 10.24% annual return over the same period. Link to PortfolioVisualizer Analysis But, realize there...
about 1 month ago • 4 min read
Over the past few years, large cap stocks have taken over the market, primarily due to the growth of big tech companies, such as the Magnificent 7. Magnificent 7 Stocks In fact, over the past 20 years, the S&P 500 (US Large Cap Index) has averaged an annual return of 10.23%, beating the US small cap index that was 9.34%. PortfolioVisualizer Since 2004 Growth of $10,000 invested in January 2004 And with the all the popularity of investing into the S&P 500, I strongly believe that small cap...
about 2 months ago • 3 min read
As you pay taxes on your hard earned money, why not learn some of the best ways to invest and reduce your tax burden down the line? Over the past week or so, I have spent significant time researching and learning as much as I can about tax-efficient investing. Craziest part... there is still so much more to learn. Below summarizes some of the top investment strategies you could use to legally reduce taxes and build wealth. PS: If you have any additional tips, please reply to this email and...
about 2 months ago • 4 min read
A capital gain is triggered when you have sold an investment for a profit. For example, let's say you bought a stock for $10,000 and later on sold it for $20,000... this would trigger a $10,000 capital gain! But, depending on how long you've owned the investment, you may be able to significantly reduce how much you pay in taxes. Short vs Long-Term Capital Gains Short-term capital gains: When you sell an investment that you have owned for less than one year, for a profit. Short-term capital...
about 2 months ago • 4 min read