BASICS, Easy Income Strategy, Plan to Succeed, Recommendation, Retirement, Tools and Tips

Is a Financial Advisor Needed?

February 19, 2024 — 2 Comments

Buying investments, Investing Idea, Mutual Funds, Plan to Succeed, WISE Investing

Sanity Check Regarding Asset Classes 2014-2023

February 5, 2024 — 2 Comments

Dividend Growth, Easy Income Strategy, Income, Plan to Succeed, Retirement, Social Security, Top Ten Investments, WISE Investing

Aim for a Retirement Goal for Income – $2M

December 7, 2023 — 0 Comments

Dividend Growth, ETFs, Investing Idea, Plan to Succeed, Retirement, Top Five Investments, WISE Investing

How AND Why I Read My Monthly 80-Page Fidelity Statement

December 5, 2023 — 1 Comment

Asset Allocation, Dividend Growth, Easy Income Strategy, Plan to Succeed, Retirement, WISE Investing

Balance: To Rebalance or Not or What

December 4, 2023 — 3 Comments

Asset Allocation, Bonds, Plan to Succeed, Retirement, WISE Investing

Balance is a Good Thing – Sometimes

November 30, 2023 — 0 Comments

Asset Allocation, Dividend Growth, ETFs, Income, International, Mutual Funds, Plan to Succeed

Lopsided Diversification Enemy – Enemy No. 9

October 18, 2023 — 0 Comments

Biblical Truth, Dividend Growth, Easy Income Strategy, Income, Plan to Succeed, Retirement

Easy Income Strategy – 3rd Quarter 2023 Results 2 of 2

October 9, 2023 — 6 Comments

Brokers, Plan to Succeed, Research Investments, Retirement

Expense Ratio Enemy – Enemy No. 7

October 6, 2023 — 4 Comments

Dividend Growth, Easy Income Strategy, Income, Plan to Succeed, Retirement, Top Five Investments, Top Ten Investments, WISE Investing

Easy Income Strategy – 3rd Quarter 2023 Results 1 of 2

October 5, 2023 — 0 Comments