Basics of Investing

May 16, 20229 min read

Roth IRAs for Kids: What do you need to know?

Many parents (and grandparents, etc.) look for ways to save and invest for their children’s future, and the Roth IRA is one of several...

You Don't Have to Buy the Stock to Talk About the Company...

J. J. Wenrich CFP(R)

Jun 8, 20211 min read

You Don't Have to Buy the Stock to Talk About the Company...

Talking about the companies your kids interact with can pay dividends in many ways.

J. J. Wenrich CFP(R)

Apr 29, 20215 min read

Raising Financially Fearless Daughters

I was recently asked the question, "What can parents, teachers and leaders of young people do to get more girls interested in business...

Teaching Your Kids (and Yourself) the Basics of the Stock Market

J. J. Wenrich CFP(R)

Apr 7, 20216 min read

Teaching Your Kids (and Yourself) the Basics of the Stock Market

You’ve probably heard the importance of talking to your kids about money and investing...

Reddit, The Rumor Mill, or Research? Where should one go for investment advice?

J. J. Wenrich CFP(R)

Feb 11, 20214 min read

Reddit, The Rumor Mill, or Research? Where should one go for investment advice?

The recent media circus surrounding the super-fast run-up and run-down in AMC, GME and a handful of other stocks has put a spotlight on...

Investing and Personal Finance Lessons from 2020

J. J. Wenrich CFP(R)

Dec 30, 20204 min read

Investing and Personal Finance Lessons from 2020

In a truly unbelievable year for the world, it was also a remarkable year for both investors and for how many people look at personal fin...

Resolve to Talk to Your Kids About Money and Investing

J. J. Wenrich CFP(R)

Dec 9, 20205 min read

Resolve to Talk to Your Kids About Money and Investing

The turning of the calendar makes for a good time to share financial lessons with our kids.

Teaching Kids About Money and Stocks While Prepping for Thanksgiving

J. J. Wenrich CFP(R)

Nov 19, 20204 min read

Teaching Kids About Money and Stocks While Prepping for Thanksgiving

The “busy-ness” of prepping for Thanksgiving can be a perfect time to sneak some lessons to your kids.

The Math is Easy. The Psychology is Hard.

J. J. Wenrich CFP(R)

Aug 31, 20201 min read

The Math is Easy. The Psychology is Hard.

Money and investing success have more to do with managing your personal psychology and behavioral tendencies than being a math wizard.

J. J. Wenrich CFP(R)

Aug 12, 20201 min read

Always be Looking Around the Corner

One of my key reminders to myself in investing is to always be looking around the corner.

J. J. Wenrich CFP(R)

Aug 2, 20202 min read

New Blog Post + New Investment Game

Hello Friends, We have a new blog post up on the website titled "The Rosetta Stone of Financial Ratios". If you've read the book, this...

J. J. Wenrich CFP(R)

Jul 10, 20203 min read

The Rosetta Stone of Financial Ratios

What’s the P/E Ratio? It stands for Price ÷ Earnings, which actually means “Price per share ÷ Annual Earnings per share”.

J. J. Wenrich CFP(R)

Jul 7, 20204 min read

Business is Happening All Around You

A good way to introduce your kids to the idea of the stock market, is to begin by talking about the businesses they see every day.

One Investor’s Sell Stop Order is Another Investor’s Buy Limit Order.

J. J. Wenrich CFP(R)

Jul 2, 20204 min read

One Investor’s Sell Stop Order is Another Investor’s Buy Limit Order.

For new investors, the different “order types” when buying or selling stocks can be confusing. This post will break some of the basics.

J. J. Wenrich CFP(R)

Feb 23, 20201 min read

Personal Finance Class for Teens

We are excited to share that J.J. will be teaching a FREE 3 session Personal Finance class for teens on March 17, 24, and 31 in San Clemente

Story, Numbers, Expectations. An Intro to Stock Picking

J. J. Wenrich CFP(R)

Feb 3, 202011 min read

Story, Numbers, Expectations. An Intro to Stock Picking

Anyone can pick a stock. A monkey with a newspaper and a dartboard can pick a stock, or so I’ve been told...

J. J. Wenrich CFP(R)

Jan 26, 20203 min read

January 23rd, 2020 Email to Subscribers

J. J. was listening to Jim Cramer on CNBC while driving when he heard a 6 year old girl and her dad call in to the show to ask about Disney

J. J. Wenrich CFP(R)

Jan 26, 20202 min read

Money $kills for Your Kids

Someone once told me, if you want to keep kids from drowning, don’t put a lifejacket on them, teach them to swim....

J. J. Wenrich CFP(R)

Jan 14, 20201 min read

January 14th, 2020 Email to Subscribers

The S&P 500 Index was returned 30.4% in price and over 2.5% in dividends (reinvested) from January 1st to December 31st 2019.

Leading by Example: The Stock Market Program at Big Shoulders Fund

J. J. Wenrich CFP(R)

Dec 9, 20193 min read

Leading by Example: The Stock Market Program at Big Shoulders Fund

Just like farming, both teaching and investing can be stressful endeavors...

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