A Phone Call with Fidelity…
At the end of 2014 I was reviewing my Fidelity statements and noticed something odd…no summary of fees. I called and asked the gentleman at Fidelity if I could have a sheet summarizing all the fees I paid in 2014. He seemed confused by my request and asked exactly what I was looking for. I repeated, “I want to know how much of my money went to paying fees in 2014.” His reply shocked me, “Oh, we don’t do that.”…
Basics of the Stock Market for the Beginner (And the Expert)
Now that you know what the stock market is, let’s learn how to take full advantage of the market returns. After reading this post you will be able to;
• Buy a stock or fund.
• Allocate your own portfolio.
• Understand what index funds to buy for your allocation
A Refinancing Disaster, Lessons and the $712 Question
Most of you are probably asking yourself, “What is a refinance?” If you know the answer to that question then you’re probably saying, “Why do I care?” Valid point, as most of us millennials don’t have a house, and are a long ways from thinking about refinancing. But, the principles I’ve learned through this refinance could save you thousands when dealing with any finance company, whether you’re financing a car, house, boat, etc.
What Are Stock Options? And What Happened to my 20k?!?!
Stock options are as mysterious as they are lucrative. Most people immediately assume options are tied to huge risk, but that’s not always the case.
Book Recommendations - May 2020
If you’re looking for a few book recommendations (from someone with nothing to sell), then you may find this post useful. Below are a few books broken out into three categories: real estate, finance and life in general. These books have been the most beneficial to me along my journey and I think they’ll be a valuable resource for you on your journey to understanding and becoming wealthy.
How to Stay the Course in Tough Times
In times of uncertainty and chaos fortunes are made. Warren Buffett says, “Buy when there’s blood in the streets.” But how do you know what you should buy?
The 3 Things Every Landlord Should Know BEFORE Purchasing a Rental
It all begins with an idea.