I often wax lyrical about bargain hunting among investment trusts trading at a discount – that is, trusts whose shares trade for less than Net Asset Value (NAV). Think buying £1 coins for 90p. We’ve also written reams over the years on investment trusts as a potential source of steady income. Former Monevator contributor The Greybeard had a lot to say about it – although he grew frustrated by the relentless pushback from hardcore passivistas. More recently […]

I get asked about this a lot, so I figured it was time to just lay it all out. This is not a “you should do this too” post. Personal finance is personal, and what works for our family is specific to our situation. But I’m a big believer in transparency – because when I … Read more

ELI5: What the Heck is BIP-110? Imagine Bitcoin is a giant shared notebook that everyone uses to write down things like: “I paid you 0.05 Bitcoin.” For years, people mostly just wrote payment notes. Then in 2022–2023 some clever folks figured out how to paste huge pictures, memes, NFT art, and random junk directly into the notebook (this is Ordinals, inscriptions, BRC-20 tokens, Runes, etc.). The notebook got bloated. Fees went crazy for normal payments. […]

🎙️ Episode #497 – Everyone says good deals have disappeared, but the best investors know where to look, and how to make deals work anyway…. The post How to Buy Investment Deals When Everyone Says It’s Impossible appeared first on Coach Carson.

In this week’s stock market outlook, Joel Wenger examines the current market trend, price performance, and headline risks.

                                                            The month of June 2026 is another month of dividend income landing in my accounts.  Due to becoming debt free, I changed my pay myself model. Starting the beginning of August 2021, I am paying myself 30%, just like before. This will now consist of […]

Every month since 2017, I have written an article that shows the growth of our passive income. In the last few years, I’ve included a monthly update on the year’s goals. I had gotten later and later with these goals until the May one, when I just skipped it altogether. At the start of the month, I was finishing up taxes and preparing for travel. The travel was 11 days, and by the time I […]

As much as I might not want to admit it, I’m a sucker for complicated tax technical issues. See my writings here and here.  Recently an odd issue has come up: does income created by an in-plan Roth conversion count as modified adjusted gross income for purposes of determining eligibility to make an annual Roth […]