The cheat sheet pages are intended to provide fundamental knowledge for absolute beginners or a refresher on the basics for those interested in going over the concepts covered in these bits. They do not constitute financial advice or a recommendation. If you have a request for a cheat sheet covering a specific concept you are […]
Cheat Sheet: Sector Cycle Rotation Read More »
The content of this post does not constitute financial advice. It is intended for information and education purposes only. The Week in Global Markets Financial markets summary: – Europe: The week in European stock markets was a battle between positive earnings updates and high interest rate concerns. Some companies announced strong quarterly earnings updates, driving
Weekly Overview 5. – 11. Feb 2024 Read More »
The cheat sheet pages are intended to provide fundamental knowledge for absolute beginners or a refresher on the basics for those interested in going over the concepts covered in these bits. They do not constitute financial advice or a recommendation. If you have a request for a cheat sheet covering a specific concept you are
Cheat Sheet: Index Weighting Methods Read More »
The content of this post does not constitute financial advice. It is intended for information and education purposes only. You can also read this article on Medium and subscribe there. No one likes negative surprises when it comes to their money. But right now, the world is not exactly in its calmest state, and the rest
2024: Key Risks for Individual Investors Read More »
The cheat sheet pages are intended to provide fundamental knowledge for absolute beginners or a refresher on the basics for those interested in going over the concepts covered in these bits. They do not constitute financial advice or a recommendation. If you have a request for a cheat sheet covering a specific concept you are
Cheat Sheet: Investing vs. Speculation Read More »
The content of this post does not constitute financial advice. It is intended for information and education purposes only. The Week in Global Markets Financial markets summary: – Europe: The moves in the European stock markets were more limited this week. Stoxx 50 and FTSE MIB advanced, but the broader Stoxx 600, as well as
Weekly Overview 29. Jan – 4. Feb 2024 Read More »
The cheat sheet pages are intended to provide fundamental knowledge for absolute beginners or a refresher on the basics for those interested in going over the concepts covered in these bits. They do not constitute financial advice or a recommendation. If you have a request for a cheat sheet covering a specific concept you are
Cheat Sheet: Inflation Read More »
The content of this post does not constitute financial advice. It is intended for information and education purposes only. The Week in Global Markets Financial markets summary: – Europe: This week, the ECB left interest rates unchanged. ECB President Christine Lagarde sounded a tad more dovish in her press conference, as she indicated that wage
Weekly Overview 22.-28. January 2024 Read More »
The cheat sheet pages are intended to provide fundamental knowledge for absolute beginners or a refresher on the basics for those interested in going over the concepts covered in these bits. It does not constitute financial advice or a recommendation. If you have a request for a cheat sheet covering a specific concept you are
Cheat Sheet: ETF Selection Criteria Read More »
The content of this post does not constitute financial advice. It is intended for information and education purposes only. The Week in Global Markets Financial markets summary: – Europe: Equities declined for the full week ended 19th January, as ECB policymakers made numerous remarks about unreasonably dovish expectations by market participants about rate cuts. The
Weekly Overview 15.-21. January 2024 Read More »
A key financial priority for most people who wish to manage their money prudently and responsibly should be the accumulation of an emergency fund. If you have gone through unexpected life events that hit you financially, you know how unpleasant they can be and how stress they can put on you. Having a buffer to
Your Emergency Fund: The Basics Read More »
The cheat sheet pages are intended to provide fundamental knowledge for absolute beginners or a refresher on the basics for those interested in going over the concepts covered in these bits. It does not constitute financial advice or a recommendation. If you have a request for a cheat sheet covering a specific concept you are
Cheat Sheet: The Investment Risk Spectrum Read More »
The content of this post does not constitute financial advice. It is intended for information and education purposes only. The Week in Global Markets Stock markets summary: – Europe: Shares had a mixed performance this week, with German, French, and Italian indices rising week-on-week, while the pan-European STOXX 600 index was almost flat, going up
Weekly Overview 8.-14. January 2024 Read More »
A great way to build wealth through investing is to open a brokerage account – and many people are doing just that. But in some cases, there are pitfalls and traps in the account set-up and the conditions, which can work against you if you decide to trade more often, to withdraw some of your
10 Things to Pay Attention to When You Use A Brokerage Account Read More »
Financial planning is the intentional and purposeful pursuit of your life path – the things you wish to achieve, the places you want to go, the life you want to live, the freedom you want to have – by ensuring those things are prioritized and that you have the financial ability to execute them. There
The Benefits of Having a Personal Financial Plan Read More »
The cheat sheet pages are intended to provide fundamental knowledge for absolute beginners or a refresher on the basics for those interested in going over the concepts covered in these bits. It does not constitute financial advice or a recommendation. If you have a request for a cheat sheet covering a specific concept you are
Cheat Sheet: Stocks vs. Bonds Read More »
The content of this post does not constitute financial advice. It is intended for information and education purposes only. The Week in Global Markets Global stock markets generally disappointed in the first week of the year:– In the United States, we saw the worst weekly performance in months out of the S&P 500, Nasdaq, and
Weekly Overview 1.-7. January Read More »
With this post, I would like to provide a brief overview of popular Exchange-Traded Fund (ETF) providers and some of their most well-known ETFs, grouped by various criteria. The universe of available funds is overwhelmingly large for the beginner investor, which can cause a lot of confusion as to where to start and what to
Intro to the ETF Multiverse Read More »
A logical starting point for a personal financial plan, a budget, or an investing plan, is determining one’s own financial objectives. This means asking oneself – what do I aim to achieve with a given financial decision, or what am I investing for? When people hire financial advisors, one of the key pieces of information
Setting Personal Financial Goals: A Beginners’ Guide Read More »
If you are looking for truly memorable, insightful reading that can provide you with both education about money, markets, and investing, as well as practical and empirically tested knowledge and information, then this post is for you. These are some of my favorite books and they offer true wisdom – concepts, principles, and lessons learnt
My Investing Books Recommendations Read More »
