Financial Statistics

Investing can be a powerful way to build wealth over time. Choosing the right funds is key to making your money work for you. I want to share some insights about five popular investment funds: FZILX, VITAX, VDADX, VIHAX, and VIGAX. Each offers unique benefits that can fit different investment goals and risk levels. Understanding these advantages can help you make smarter decisions and grow your portfolio effectively. Eye-level view of a financial advisor explaining investme

Investing in US Treasury bills (T-Bills) is a straightforward way to preserve capital while earning a modest return. These short-term government securities are considered one of the safest investments available. Understanding the basics of T-Bill investments can help you make informed decisions and build a solid foundation for your financial future. What Are US Treasury Bills? US Treasury bills are short-term debt obligations issued by the US government. They have maturities

Investing in US Treasury bonds is a reliable way to preserve capital and earn steady interest. These bonds are backed by the full faith and credit of the US government, making them one of the safest investments available. Today, buying US Treasury bonds online is straightforward and accessible to most individuals. This post will guide you through the process, explain the benefits, and compare Treasury bonds with other investment options. How to Buy Treasury Bonds Online Purch

Understanding money is essential for managing your life well. Financial literacy helps you make smart choices about spending, saving, and investing. It is a skill that anyone can learn and improve over time. In this post, I will share practical advice and clear steps to help you build your financial knowledge and confidence. Why Financial Literacy Tips Matter Financial literacy is more than just knowing how to balance a checkbook. It means understanding how money works, how t

Investors looking for promising opportunities often focus on companies that combine strong growth potential with reasonable valuations. The "Magnificent 7" stocks have captured attention for their leadership in technology and innovation, especially in artificial intelligence (AI). While Tesla’s valuation remains high and less attractive from a price-to-earnings (P/E) perspective, the other six companies in this group present compelling cases for investment. Their current P/E

Inflation can erode the value of money, making it harder to preserve wealth over time. Investors often look for assets that protect against this risk while offering stability during uncertain times. Gold and silver have long served these roles, but each metal also has unique qualities that influence their investment appeal. This post explores how gold and silver act as inflation hedges and safe haven assets, while also highlighting silver’s growing importance as an industrial

Investing in the stock market can be a powerful way to build wealth, but choosing the right companies is crucial. Among the most talked-about stocks are those in the "magnificent 7," a group of leading tech giants that have shaped the market landscape. This post focuses on three of these companies: Google (Alphabet), Amazon, and Meta. By examining their performance from February 2023 to today, we will explore why investing in these stocks has been a smart move for savvy inves

Especially, right now, it is tempting to try and take a shorter-term view of the prices of the top 10 stocks by market cap and end-up...

Tesla announced a 3-for-1 Split on June 10, 2022 and it is seeking share holder approval of the split at the annual Tesla share holder's...

A more accurate chart of Price vs. Supply with changes in demand and changes in supply depicted.

The top 2 foreign holders of U.S. debt are Japan and China with $1.3031 Trillion and $1.0601 Trillion, respectively. The next 3 largest...

The above chart shows the amount of U.S. exports purchased by China for the years 2017 to 2021 in Blue, and the amount of Chinese exports...

The top 10 companies by market capitalization as of the morning of March 22, 2022 are Apple (AAPL), Microsoft (MSFT), Google C Shares...

For the purposes of this calculation, we'll make the following assumptions: I'll intend to buy a house in the Arlington, VA area, I'll...

Around the summertime this year, Alphabet (Google's parent company) and Amazon are planning a 20-for-1 stock split. So what does that...

The Buy Write strategy is similar to a covered-all options strategy with a slight nuance

For the FAANG Stocks, we compare the market capitalizations that we wrote about earlier in this blog at market close on 1/2/2020 with the market capitalizations at market close today, 6/28/2021. For the AM stocks (Adobe and Microsoft), we compare the market capitalizations that we wrote about in this blog at market close on 7/10/2021 with the market capitalizations at market close today, 6/28/2021.

A country's GDP is measured in two ways: either by nominal GDP or purchasing price parity (PPP) GDP. In this article, we will only show the Purchasing Power Parity (PPP) GDP for projected years as that is a more accurate reflection of the purchasing power based on the cost of living in a particular country (though the numbers are expressed in U.S. dollars).

In 2019, there were 46.8 million millionaires, globally. There are 51.88 million global millionaires today. Credit Suisse bank projects that by 2024, there will be around 62.9 million global millionaires.

A major correction to the stock market began on February 20, 2020 and lasted until April 7, 2020. Below, we show the charts for the FAANG stocks from February 20, 2020 to almost exactly one year later on April 7, 2020.