My Thoughts on M1 Finance

My Thoughts on M1 Finance

[This article about M1 Finance may contain affiliate links at no cost to you] I recently opened an M1 Finance account. I mentioned it in one of my portfolio updates but I think it's time to talk about it in more detail because I'm enjoying what the platform offers. There's a lot of new automated [...]

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Portfolio Review – March 2019 – Healthcare Stocks Fall

Portfolio Review – March 2019 – Healthcare Stocks Fall

[This March portfolio review about healthcare stocks may contain affiliate links for which I receive a commission at no cost to you. I only recommend products I use and trust.] Healthcare stocks were an ugly sector to be in this month. The reason? A bevy of democratic candidates talking up medicare for all. It's easy [...]

Portfolio Review – February 2019 – Stock Market Gains Return

Portfolio Review – February 2019 – Stock Market Gains Return

[This February portfolio review may contain affiliate links for which I receive a commission at no cost to you. I only recommend products I use and trust.] The last month was a perfect example as to why it's so hard to time the market. You never know when the stock market gains will return and [...]

Portfolio Review – January 2019 – 2018 Portfolio Returns

Portfolio Review – January 2019 – 2018 Portfolio Returns

[This portfolio review about 2018 portfolio returns may contain affiliate links at no cost to you] Welcome to the first portfolio review of 2019! The new year is always a good time to look back and see how I did in 2018. My 2018 portfolio returns looked good until about October when the market started [...]

Portfolio Review – December 2018 – Negative Stock Returns

Portfolio Review – December 2018 – Negative Stock Returns

[This portfolio review about negative stock returns may contain affiliate links at no cost to you] Negative stock returns and volatility are at the forefront of the conversation lately. At the time of the last update, the monthly return for the S&P 500 was -3.62%. This month, we see an even bigger drop with a [...]

Portfolio Review – October 2018 – Rising Rates and Falling Stocks

Portfolio Review – October 2018 – Rising Rates and Falling Stocks

[This portfolio review about rising rates may contain affiliate links at no cost to you] Rising rates were the story this month as America's strong economy kept barreling on. That meant bad things for high dividend payers like REITs, bonds and some riskier assets like small caps. It may seem counter intuitive that a strong [...]