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How to choose a Stock Brokerage Company (Episode008)
Recommended Brokerage Companies: 1. Ally Invest 2. Fidelity Investments 3. Vanguard 4. Motif Investing Recommended Motifs (My pre-built index funds for you) 1. Dow Jones Industrial Average (No-Fee Index) 2. Magic Formula Index 3. Generational Wealth Index Full Show Notes I’m going to begin by discussing what I think the priorities are when choosing a […]
NACCO Earnings Call Notes – 1Q 2018
Last month, I published my analysis of the NACCO Industries spin-off investor presentation from last year. Today, I’ll be sharing my notes from the most recent NACCO earnings call which took place on May 3rd, 2018. This quarterly earnings call covered the business results for NACCO Industries in the first quarter of 2018. The earnings […]
Should you use a Traditional IRA or Roth IRA for retirement savings? (Episode007)
Podcast Episode Overview In this episode, I answer a listener question about how to save for retirement. Specifically, “Should I be using a traditional IRA, Roth IRA, or both for retirement saving?” In order to answer this question, I provide a general overview of the features for both a Traditional and Roth IRA. When you […]
Gilead Sciences Earnings Call Notes – 4Q 2017
Gilead Sciences (GILD) is a company which I have been following for some time. In January 2017 I wrote an article on Seeking Alpha describing why I felt that Gilead Sciences could be a core holding in a portfolio. In today’s post, I’ll be sharing my notes from Gilead Sciences earnings call for the 4th quarter […]
