Invest Wisely

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Meet the Gotrocks Family!

If we start from a basic premise, we know that the world as a whole owns the entire stock market. Meet the Gotrocks family—they own everything in the world—and see what happens to their overall wealth once they begin trying to get themselves ahead of others.

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Looking to Outsource?

Sometimes life is too busy and you don’t want to do it all yourself. Over the years, many people have asked me to connect them with the “good guys” in the financial services industry. Below are people and companies that I’ve personally vetted (often meeting them in person). Know that they are paid advertisers on the site but that I routinely recommend them to friends and colleagues and would do so even if they weren’t advertisers.

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Latest posts in Investing

BLI’s Book Recommendations

Looking for book recommendations to increase your wealth of knowledge? Look no further and see my top picks below.

Case Study: Reader Portfolio Review

Have you ever read your own portfolio to see what everything means? Let’s take a n in-depth ook at an example of a review below.

Secrets from That Person in the Mirror

Don’t let your emotions get the best of you when it comes to investing. Instead, check out these tips that can help overcome your monkey brain tendencies.

Using XIRR to Calculate Returns

It’s important to check in to your investment accounts to see how you’re doing. Here is a way to calculate your rate of return so you know exactly where you stand in the market.

How to Prioritize Your Dollars

When you have important bills, student loans and more, really using your money effectively can seem overwhelming. See these 9 tips for putting your dollars to work in the right way.

Meet the Gotrocks Family!

If we start from a basic premise, we know that the world as a whole owns the entire stock market. Meet the Gotrocks family—they own everything in the world—and see what happens to their overall wealth once they begin trying to get themselves ahead of others.

Predicting the Stock Market Future

Many have tried and failed to predict the stock market accurately. While no one has a crystal ball, here is what you can do to help protect your investments for the future.

The Mega Backdoor Roth IRA

This unknown provision can allow you to increase your Roth IRA contribution significantly – but only some plans will allow it. Learn more about this exciting opporunity and whether you can take advantage of it.

Save more money than your friends

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