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investments

The Wisdom of Wally

Submitted by Moneywatch Advisors on October 10th, 2023

I first wrote this 3 ½ years ago and believe it is an excellent reminder that, as investors, we are owners of the companies we buy shares in, even if indirectly through mutual funds. I also updated it at the end to show how Wally’s wisdom played out…so far.

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My Grandma Tootsie and the Stock Market

Submitted by Moneywatch Advisors on July 31st, 2023

My Great-Grandma Tootsie was born in 1880, just 15 years after the end of the Civil War! She lived to be 98 and died when I was 14 so I not only met her but I knew her and remember her well. On the day she died, she picked up some of her younger, 80-something year-old friends in her Studebaker and drove them to lunch.

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2022: Best Year Ever

Submitted by Moneywatch Advisors on January 9th, 2023

There’s a scene in the 2nd season of HBO Max’s White Lotus where the English character, Jack, claims “We’re living in the best time in the history of the world.

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I'll Take 5 Stock Market Facts for Perspective, Alex

Submitted by Moneywatch Advisors on June 6th, 2022

The U.S. stock market has been quite volatile this year so far – mostly down – as large company stocks have declined over 12% and small stocks have declined even more at over 20%. This is far from unusual and here are 5 data points that, hopefully, ease your mind about the future.

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What Interests Young Investors

Submitted by Moneywatch Advisors on February 1st, 2022

I recently spoke to a University of Kentucky class about financial planning and investing, as I have each semester for the last several years. The class has evolved some since those first couple of semesters to include more business majors than before. Their questions, however, haven’t really changed that much. Here is what I’ve found they’re most interested in discussing:

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My Grandma Tootsie

Submitted by Moneywatch Advisors on October 5th, 2021

My Great-Grandma Tootsie was born in 1880, 15 years after the end of the Civil War! She lived to be 98 and died when I was 14 so I not only met her but I knew her and remember her well.

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Think Global

Submitted by Moneywatch Advisors on September 28th, 2021

Other than improving my golf handicap, a Sisyphus struggle if there ever was one, traveling overseas again is what I yearn to do most. But until the pandemic ebbs enough so there’s some level of certainty in hopping an international flight, I’m staying right here.

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What is a Mutual Fund Anyway?

Submitted by Moneywatch Advisors on August 3rd, 2021

You’ve undoubtedly heard the term, mutual fund, but is it one of those terms you’ve heard so much that you’re afraid to ask what it actually is? Almost all investments within retirement accounts – 401(k)s, 403(b)s, etc. – are mutual funds so you own one or more of them already.

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5 Steps for Successful Long-Term Investing

Submitted by Moneywatch Advisors on May 25th, 2021

Assuming imitation is indeed the sincerest form of flattery, consider this blog post a bit of puffery for J.P. Morgan’s recent thoughts on this subject that borrows heavily from the data in their 2020 Retirement Confidence Survey.

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Target Date Funds Are Evil

Submitted by Moneywatch Advisors on April 5th, 2021

Okay, not evil, I was embellishing to get your attention. They are, however, misleading, offer a false sense of security and, not unlike fire extinguishers and bow ties, are to be used only in a dire emergency.

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