Stocks

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.

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...

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)

Mar 14, 202013 min read

The Bear is Back: What Now?

There’s a lot going on in the world right now, but I’ll stay in my lane and talk about what I know: investing in capital markets.

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 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...

J. J. Wenrich CFP(R)

Nov 7, 20191 min read

November 7th, 2019 Email

Our November 7th email to subscribers.

J. J. Wenrich CFP(R)

Oct 31, 20192 min read

October 31st, 2019 Email

Our October 31st email to subscribers.

J. J. Wenrich CFP(R)

Oct 27, 201914 min read

Financial Planning: The Thing You Do Before You Buy Stocks

Even if you know what you are doing, there are things you should to do to prepare yourself before you start buying stocks or investing.

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