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Index Boom

September 4, 2024 | Chances are, you own an index fund. And most of us know that the index-fund revolution has showed few signs of slowing down.

September 1, 2024 | We're exploring a bit about Laurene Powell Jobs, the billionaire businesswoman and executive who is also known as Steve Jobs’ widow. They aren’t just philanthropists for positive social change — they also recognize the power of investing in promising startups and entrepreneurs.

Power Shift

August 30, 2024 | The worker pay power shift is here in a cooling hiring market. Pay for new white-collar hires shrank last year, and now blue-collar worker wages are declining, too, according to ZipRecruiter.

The Old-Fashioned Way

August 28, 2024 | Warren Buffett, who turns 94 on Friday, got an early birthday present this year. His Berkshire Hathaway topped the $1 trillion market cap threshold for the first time.

Simple, Not Easy

August 26, 2024 | In Niccol’s six years at Chipotle, the stock rose 773% as revenue and profits soared thanks to savvy marketing and keeping it simple.

Patience Pays

August 25, 2024 | We're chatting with Edwin Lugo, a member of our Mastermind Community and a professional investor with over 20 years of experience in managing international equities for various clients.

The Time Has Come

August 23, 2024 | “The time has come for policy to adjust,” Powell said during the Fed’s annual retreat this week in Jackson Hole.

Harness the Power

August 21, 2024 | We might not be far from a day when virtually everyone has an AI assistant at work. Need a tedious or monotonous series of tasks done by noon? No problem. Already, AI is helping people with something else: starting businesses.

Prime Targets

August 19, 2024 | Meet Annette Manes, an 83-year-old widowed social worker tricked by con artists impersonating JPMorgan Chase's fraud department and U.S. agents into handing over about $1.4 million of her savings.

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Just Keep Buying

November 17, 2024 | We’re chatting with Blake Millard, author of the popular newsletter, “The Sandbox Daily,” and director of investments at Sandbox Financial Partners, a Registered Investment Advisor (RIA) in Maryland.

Berkshire’s Portfolio Tweaks

November 15, 2024 | Every few months, we get a fresh slate of 13F filings telling us what changes institutional investors have made to their portfolios — at a 45-day delay. And eagle-eyed 13F watchers are all excited at the latest batch.

Show Off

November 13, 2024 | Spotify’s financial turnaround continues to impress. While concert-goers face steep ticket prices sometimes reaching $500-$1,000, Spotify's monthly subscription fee of about $12 seems like a bargain.

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