Feeling Broke Feeling Whole

Feeling Broke Feeling Whole

By The Banker | Blog Posts, Texas

As a rule, I prefer having more money rather than less. I share this preference with 99.97 percent of basically everybody. Especially in this period between Thanksgiving and Christmas we feel the need for more money most acutely. The American poet Marshall Mathers – in his well-known Cri de Coeur “Mockingbird” – aptly captured his [&hellip

Tiny Person's Tiny Piece of a Big Company

Tiny Person’s Tiny Piece of a Big Company

By The Banker | Blog Posts, Investing, Personal Finance, Texas

My 5-year old daughter recently visited Disneyworld.[1] My main message to her, before she left, was to “make sure you do some financial due diligence while you’re there, maybe you want to buy some stock in Disney?” What? Like you wouldn’t give the same message to the 5-year old in your life? A week earlier, [&hellip

Financial Readiness - My 5 Stages of Grief

Financial Readiness – My 5 Stages of Grief

By The Banker | Blog Posts, Insurance, Investing, Personal Finance, Taxes, Texas

My personal bank – which also offers insurance and investments – recently invited me to discover my ‘Financial Readiness’ score, available in five minutes by taking a quick online survey. Now, I am a competitive person who likes to win. For example, I know my SAT scores from high school, as well as my fastest [&hellip

Tax Liens In My Life

Tax Liens In My Life

By The Banker | Blog Posts, How Not To Invest, Investing, Personal Finance, Taxes, Texas

Since I like to write about finance, all of real life is merely raw material for finance lessons, so I beg your pardon while I talk about tax liens in my life. A while back  I described my astonishment at how low property taxes were for ‘agricultural exemption’ property that I happened to be eyeing [&hellip

Now How Much Would You Pay? Comparing Fund Costs

Now How Much Would You Pay? Comparing Fund Costs

By The Banker | Blog Posts, How Not To Invest, Investing, Texas, Wall Street

A wise man wrote about investing: “performance may come and go, but costs are forever.”[1] Let’s explore a bit how big these cost difference really become for your investment portfolio. As a starting point, do you already have a sense for whether the cost differences between funds you may own are in the hundreds of [&hellip