Investing Research & Ideas

Dollar Cost Averaging – Easiest Way To Build Wealth

Financial advisors believe that regular investing is vital to achieving great financial success, however, timing market movements is risky and often unsuccessful. That’s where dollar cost averaging comes in. Imagine if professional analysts predict a massive recession is coming soon. Should you save money and hold tight? Or would you be better off investing smaller […]

Warren Buffett The Snowball by Alice Schroeder – Summary

We’ll start with a look into the fascinating early years of Warren Buffett’s life, and then we’ll look into the top 3 key takeaways from The Snowball by Alice Schroeder. From a modest thousand dollars in the 1940s, Warren Buffet has made over 110 billion dollars as of 2023 which is simply incredible. His success […]

Warren Buffett and the interpretation of financial statements summary

Warren Buffett is one of the most successful investors and wealthiest men alive; therefore, studying his opinions regarding the financial markets is vital. We’ll explore 3 significant takeaways from the book Warren Buffett and the interpretation of financial statements by Mary Buffett and David Clark. In the second half of the video we’ll take a […]

5 Biggest 401K Mistakes for 2024

We’ll look into 5 of the biggest mistakes most people make with their 401K while saving for retirement. A 401k can be a fantastic source of income over retirement, however many people need to be made aware of the significant ways they can improve their 401k results. We’ll use the inversion technique popularised by Charlie […]

Biggest Mortgage Mistakes for 2024

A mortgage is likely to be the most significant expense for most people; therefore it’s crucial to be aware of the 4 biggest mistakes. With mortgage interest rates increasing recently, getting the best rates possible and avoiding major mistakes is becoming more critical. If you’re a first-time buyer or have never had a mortgage this […]

Vanguard Lifestrategy Funds – 3 Major Mistakes You Must Avoid

We’ll explore the 3 most common mistakes people make when investing in Vanguard LifeStrategy funds.  Mistake 1 – Tax Inefficiency The first mistake is not understanding and optimizing tax benefits from the funds. LifeStrategy funds can have significant taxable bond allocations; therefore they make more sense for investors to hold their portfolio in a mix […]

Vanguard Lifestrategy Pros & Cons for 2024

We’ll explore why you should be very interested in the Vanguard Lifestrategy funds and how investing in them could be the only investment you ever need. Firstly, we’ll look into why you should consider the LifeStrategy funds, and then we’ll review each of the four funds to find out which would best suit your needs. […]

A Random Walk Down Wall Street By Burton Malkiel – Summary

Do you think individual retail investors cannot compete against Wall Street professionals? Many believe so when considering the financial market’s complexity and high-frequency trading technology. However, “A Random Walk Down Wall Street” by Dr. Burton Malkiel challenges this. We’ll explore Malkiel’s fascinating ideas by focusing on six key insights. With more than 1.5 million copies […]