Value Investing in 2020

There’s much discouragement among investors right now. This is the first major bear market we’ve seen in a long time, and the stress and uncertainty could prolong it. Yet, this is also one of the best times to be investing. We’ve talked about value investing previously, and none of those timeless principles have changed. Right…

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Thinking “Outside-the-box” in Tax Season

When I was twelve years old, my Uncle Frank and two of my cousins came to visit the family for the holidays. While the adults were doing their adult thing, and it was too cold to play outside, the boys started a board game of Conquest of the Empire. My cousin Jeff always seemed to…

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March 2020: Recession-proof your investments

With the recent threat of a global pandemic, and stock markets around the world in free fall, it’s very tempting to sell your investments and run for the door. I encourage you to stay the course. The most important investing principle is to not lose your cool and not change your saving plan. Don’t let…

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Recession-proof your finances

When I was in the Marine Corps, we planned our missions where we prepared for the worst possible scenario. We called it the enemy’s most dangerous course of action. In some ways, preparing for recessions is similar. Your personal finances are an important part of your life, and it’s important to remember that good economic…

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Seminar Invitation

Next week I’m giving a complimentary live seminar. The details are below. When: February 19, 2020; 12:00 p.m. – 1:00 p.m. Eastern Time Where: We Work, 1342 Florida Ave NW, Washington, D.C. If you are in the area and able to attend, join me for a discussion on your personal finances and how to grow…

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Debt Elimination Strategies

I have a friend who accumulated a lot of debt, and he was looking for some advice on how to pay it off. Since I was in the process of discussing debt elimination, I thought this would be a good time to share some of these ideas with you, too. Most people have some kind…

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February 2020 – Advice from a Great Investor and Philanthropist

John Rockefeller was born to a lower middle class family in upstate New York, and from a very young age was interested in business. He became one of the great American businessmen of the late 19th Century, and the world’s very first billionaire. Historically, he gained a reputation for being a ruthless titan, but few…

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How to Make $300 this Month

It’s hard to believe we are almost to the end of January. Have you made progress toward your financial goals for this year? Last week, I sent you a link to help plan how much money you need for retirement. This week, let’s start saving some money toward retirement. Let’s take that plan, and start…

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Saving For Retirement

How do I know if I’ll have enough money in retirement? I hear this question from you a lot. It’s an important question, and one you should be able to answer. If you are taking your first step toward financial freedom this month, it’s a good idea to know what goal you’re aiming at. Even…

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A Small Step to Financial Freedom

As we start off the new year, I want to leave you with some advice that has always helped me. Take a small step toward your goal right now! However, don’t try to do too much right away. Your journey to financial freedom is a marathon, not a sprint, but you need to take action…

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