
Q4 2023 Market Outlook and Investor Letter
2023 wrapped up with a strong rally in the market, leading to the S&P 500 returning 26% on the year including dividends. However, look past the strong headline numbers and

2023 wrapped up with a strong rally in the market, leading to the S&P 500 returning 26% on the year including dividends. However, look past the strong headline numbers and

You may have heard or seen somewhere that hiring your children to work in your business can be a great way to save taxes. But you probably also wondered if

If you have followed my posts and purchased series I savings bonds over the past couple of years, it is time to start thinking about redeeming them. This is because

Charles Schwab (Ticker SCHW) stock is down 30% in just 3 days. Investors are clearly spooked. Though most people think of Schwab as a discount broker, Schwab is mostly a

The instructions below are only relevant to those who participated in the Series I bond gifting strategy that I wrote about last year. https://www.thinkdifferentwealth.com/series-i-savings-bonds-at-9-6-and-advanced-gift-box-strategy/ As a reminder, the gifting strategy was

Warner Bros. Discovery (WBD) is a media giant created in April 2022 from the merger of AT&T’s WarnerMedia division and Discovery, Inc. The stock has fallen 65% since the merger
Sign up for our email list to receive personal finance tips and our latest market commentary!
Plus, receive our free article on "The Magic of Compounding and the Three Parts to Building Wealth."