Summary of Benjamin Graham’s The Intelligent Investor

The Father of Value Investing Benjamin Graham, “the father of value investing,” is considered one of the most significant influences on Warren Buffett. Buffett himself says, “More than any other man except my father, [Graham] influenced my life.” Buffet says one does not need “a stratospheric IQ, unusual business insights, or inside information” to beContinue reading “Summary of Benjamin Graham’s The Intelligent Investor”

2021 Q2 – Blue Jean Recap

“A good pair of denim doesn’t really need to be washed in the washing machine except for very infrequently or rarely.” Levi’s CEO and President Chip Bergh The market and the economy are undoubtedly amazing machines to behold. I previously wrote that I’m pessimistic about our current market; nearly every stock is overpriced (at leastContinue reading “2021 Q2 – Blue Jean Recap”

Blue Jean Recap – 2021 Q1

At the beginning of the year, I shared my financial journey with you. If you have yet to read it, please do so here. As an accountability measure, I thought I’d share regular updates as I continue my financial journey. I contemplated monthly updates, but I don’t do a ton of exciting investments or trades.Continue reading “Blue Jean Recap – 2021 Q1”

From 300 to 800 – My Financial Journey

I usually take time on January 1 each year, when not putting away Christmas decorations, to reflect on the growth I’ve made in key areas over the past year. I think over items like faith, family, health, work, leadership, and the subject of this post, my finances. Where was I? What was my goal? DidContinue reading “From 300 to 800 – My Financial Journey”

Investing Your HSA (and from Fidelity to Lively)

A Health Savings Account is a great way to pay for your health-related expenses. An HSA is a tax-advantaged account that, in 2020, allows individuals to save up to $3,550 and families up to $7,100 tax-free. If you’re 55 or older, you may save an additional $1,000 in catch-up contributions. You may then spend thoseContinue reading “Investing Your HSA (and from Fidelity to Lively)”

Investing between the Lines

In my desire to reach financial independence, I am on a mission to increase my investing knowledge. I’ve read several books on the subject, and Laura Rittenhouse’s Investing Between the Lines just happened to be the next book on my “investing” reading list. Understanding the management that operates a business is essential to the researchContinue reading “Investing between the Lines”