Bull Markets/Rally

What to do with an IPO windfall

I joined my colleague Ben Carlson on his weekly YouTube show, Portfolio Rescue, this morning to answer questions from viewers. I answered a question about what to do with a windfall from stock compensation in a company that goes public. In my experience, stock-based compensation can be both a blessing and a curse. That’s because…

Boring is Beautiful

The stock market isn’t making news right now. The news this morning was dominated by a nuclear deal between the US, UK, and Australia, the chaos in Afghanistan, and the first civilian spaceflight by SpaceX. There’s a lot going on in the world, and the stock market is boring. I love it this way. In…

Crowdsourced Pump and Dump

Listen to this post here: This week, I witnessed the craziest thing I’ve ever seen in the stock market. A merry band of traders, congregating on the popular internet message board, Reddit, successfully pulled off a massive short squeeze on shares of retailer GameStop (GME). That sentence was a mouthful. Let me try to explain….

Lock It In

I might take a lot of heat for writing this, but I’m going to write it anyway. If you’ve made life changing money in one or more of the high flying stocks this year, it’s time to lock in some gains. When I read about investors making millions on Tesla in the Wall Street Journal,…

The Easiest Decade for DIY Investors

The S&P 500 Index is up 397% since the bottom of the 2008-2009 financial crisis. For 10 years, it has beat every asset class except for growth stocks. The rally was led by some of the most beloved companies with a direct connection to the end consumer – Apple, Amazon, and Netflix. This is unique…