Fundamental Analysis Framework: Why Most Investors Still Underperform
Most investors underperform not because they lack information, but because they lack a fundamental analysis framework that connects data to decisions.
blog
Read my best articles on investing, trading, personal finance, and more. The central question that drives my work is, “How can we build wealth via the stock market?” To answer that question, I like to write about simple proven ways to build wealth via the stock market.
All Articles
Top 5 Valuation Ratios Every Value Investor Should Know
Learn how to value stocks with precision using the five key valuation ratios every value investor should know: P/E, PEG, P/S, P/B, and D/E.
Top 10 Candlestick Patterns Every Day Trader Should Know
Discover the top 10 candlestick patterns every day trader should know. Learn how to identify, interpret, and trade bullish and bearish reversal signals with confidence.
Avoiding Value Traps: How Not to Mistake a Bad Company for a Bargain
Learn how to avoid value traps in investing. Spot red flags, assess risks, and focus on undervalued stocks with real long-term growth potential.
Best Day Trading Platforms for 2025: Top 5 Picks Reviewed
Discover the best day trading platforms for 2025. Compare tools, features, and pricing from Interactive Brokers, Fidelity, Webull, Robinhood, and more.
Timeless Market Wisdom: Best Investment and Trading Advice from Warren Buffett, Peter Lynch, Jesse Livermore, Michael Burry, and Paul Tudor Jones
Discover the best investment and trading advice from legendary investors like Warren Buffett, Peter Lynch, Jesse Livermore, Michael Burry, and Paul Tudor Jones. Learn time-tested principles for smarter investing, risk management, and financial success
Where to Invest During a Trade War: Where Smart Money Is Going in 2025
Worried about the U.S.–China trade war? Discover how smart money is investing in 2025—from gold and silver to healthcare and utility stocks. Learn how to protect your portfolio.
Trading vs. Investing: Which One Is Right for You
Discover the key differences between trading and investing. Learn which strategy fits your goals, risk tolerance, and time commitment—plus, take a quiz to find out!
How to Manage Your Finances Using the CEE Framework
Discover how to effectively manage your finances using the CEE Framework. This guide offers practical insights on prioritizing critical, essential, and enhancing financial tasks to align with your personal goals, ensuring a balanced approach to achieving financial stability and growth.…
How to Plan Your Finances Using the 50-30-20 Budgeting Rule (Plus Case Study and Free Template)
Discover how the 50-30-20 budgeting rule can transform your financial planning. Learn to allocate income efficiently between needs, wants, and savings for improved financial stability and growth. Simple, practical, and effective—master your finances with this essential guide.
Understanding Personal Financial Statements: A Comprehensive Guide
Learn how to monitor your financial health using a personal balance sheet and cash flow statement. Learn to track your net worth, control spending, and achieve your financial goals. Perfect for long-term financial planning!
Assessing Your Financial Health: Top 22 Personal Financial Ratios
Explore the crucial role of personal financial ratios in assessing your financial health with our comprehensive guide. Covering 22 essential ratios, from debt-to-income to savings-to-net-worth, this guide offers clear definitions, practical tips, and real-world examples. Unlock your financial potential by…
Recession expectations increase by 10%
Memo #4: Learn the latest developments in the US stock market for April 7, 2023
52-Week Range: Definition, Strategies, & Examples
Discover the importance of the 52-week range in stock trading and investing, and learn various strategies to capitalize on this essential metric to make informed decisions and manage risk effectively.
401(k) Plans: Definition, Types, Pros, & Cons
Learn how to maximize your retirement savings with 401(k) plans, covering contributions, investment options, tax implications, and more in this comprehensive guide.
401(a) Plans: Overview, Eligibility, & Fees
Gain valuable insights on 401(a) plans with this comprehensive guide for employers and employees, exploring eligibility, contributions, tax benefits, investment options, and more.
30-Year Treasury Bond: Overview, Benefits, & Drawbacks
Dive into the world of 30-year Treasury bonds as we explore their benefits, drawbacks, and the process of purchasing them, helping you make informed decisions for your investment portfolio.
130/30 Investment Strategy: Definition, & Breakdown
Learn about the 130/30 investment strategy, a popular approach that involves holding both long and short positions in a portfolio. Discover how this strategy works, its benefits, and potential risks, and find out if it's right for your investment objectives…
12B-1 Funds: Benefits, Drawbacks, & Fee Avoidance
Learn everything you need to know about 12B-1 funds, including their benefits, drawbacks, and how to avoid paying fees. This comprehensive guide will help you make informed investment decisions.
10-Year Treasury Notes: Importance, Pros, & Cons
This article provides an in-depth analysis of 10-Year Treasury Notes, including their benefits and drawbacks, how to purchase them, and their suitability for retirement. Learn about their low-risk nature, predictable returns, liquidity, and more.
Form DEF 14A: Definition, Importance, & Key Sections
Form DEF 14A is a crucial document that provides shareholders with essential information about a company's management, board of directors, executive compensation, and other corporate matters. In this comprehensive guide, we will examine the purpose, importance, key sections, and components…
Form 8-K: Definition, Importance, & Components
Learn about Form 8-K and its importance in the stock market. This article covers its definition, purpose, key sections, components, filing deadlines, and how investors can utilize it to make informed investment decisions.
Form 10-Q: Definition, Importance, & Components
Form 10-Q is a quarterly report filed by publicly traded companies to provide valuable insights into their financial performance, operations, and management. This article explains its importance, components, deadlines, and consequences of non-compliance, along with FAQs and other SEC filings.
Form 10-k: Definition, Importance, & Key Sections
Learn about the Form 10-K, a mandatory annual report that public companies must file with the SEC, including its importance, key sections, filing deadlines, and FAQs. Understand how investors can use the 10-K to make well-informed investment decisions.
Form 1040: Definition, Types, & Tips
Filing a 1040 tax return can be daunting, but understanding the form is crucial. This comprehensive guide breaks down everything you need to know about the form, including types of 1040, standard deductions, and additional schedules. Get tips for filing,…
Inflation and mortgage rates continue to rise
Memo #3: Inflation and mortgage rates continue to rise October 14, 2022 Why does it seem like every time you turn around, the cost of living goes up? It’s not just your imagination–inflation is real and only getting worse. According…
New quarter begins with a rally
Memo #2: New quarter begins with a rally October 7, 2022 The start of a new quarter is always an exciting time for stock markets, and this one was no different! U.S equities kicked off strongly, with strong rallies in…
U.S. Stocks end their losing streak amid a bear market
Memo #1: U.S. Stocks end their losing streak amid a bear market September 30, 2022 Did you know that the Tampa Bay Buccaneers have the longest losing streak since the 1970 AFL–NFL merger? The team lost its first 26 games…
Investing in the US Stock Market
There is no escaping it. The topic of investing always seems to come up when people are discussing their finances. For those who work a traditional job, their company's 401k plan is often the first option they consider when it…
How to Invest Successfully in the US Stock Market
Like most people, you probably think of the stock market as a mystery that's too complicated to understand. And if you're like me, you may have been scared off by all those stories about day traders losing their shirts. But…
Subscribe to my newsletter now and get an ebook for FREE!
No spam. Just the highest quality ideas that will teach you how to build wealth via the stock market.
