Everything by David.

Investing

Forget SCHD: DGRO’s Looser Quality Filter Has Quietly Delivered Higher Total Returns Over the Last Decade

Jun 7, 2026 Investing

OMAH Now Holds $1.7 Billion in Berkshire Style Stocks and It Just Hit 15 Percent Returns Without Buffett Buying a Thing

Jun 7, 2026 Investing

If You Hold This 20 Year Treasury ETF You Are Losing Money Even With Yields Up

Jun 7, 2026 Personal Finance

49% of Divorced Americans Say It Derailed Retirement, Here’s Why the Timing Matters Most

Jun 7, 2026 Personal Finance

The Savings Habit That Won’t Shut Off: Why 39% of Retirees Hoard Their Wealth

Jun 7, 2026 Personal Finance

58% of Americans Think a 401(k) Balance Is Enough. 48% Have No Plan to Use It.

Jun 6, 2026 Investing

Forget GLD: GLDM Tracks the Exact Same Bullion at One Quarter the Annual Cost

Jun 6, 2026 Personal Finance

57% Say They Haven’t Saved Enough, and the Data Confirms It

Jun 6, 2026 Investing

SCHD’s $85 Billion Strategy Now Concentrates 41 Percent of Your Money in Just Ten Stocks

Jun 6, 2026 Personal Finance

67% of Americans Fear Outliving Their Money More Than Death Itself

Jun 6, 2026 Personal Finance

Half of Thirtysomethings Prioritize Retirement Planning, but Only 29% Have an Actual Written Plan

Jun 6, 2026 Investing

The Augusta Rule: How a Small Business Owner Pays Herself $20,000 of Tax-Free Income for Renting Her Own Home to Her Company

Jun 6, 2026 Personal Finance

When One Spouse Moves Into Assisted Living, the $500,000 Home-Sale Exclusion Quietly Drops to $250,000 If They Wait Too Long to Sell

Jun 6, 2026 Personal Finance

The West’s Home Prices Just Fell 1.4% While the Rest of America Climbed. Here’s Why.

Jun 5, 2026 Personal Finance

Most Americans in Their 20s Are Already Saving for Retirement, But 47% Guessed Their Savings Target

Jun 5, 2026 Investing

Why a 62-Year-Old Couple Bought a $480,000 Whole Life Policy as a Tax-Free Bond Substitute and How the Math Beats Their Taxable Account

Jun 5, 2026 Investing

Vanguard’s $223 Billion Growth ETF VUG Is Quietly Beating Most Large Cap Active Funds at One Tenth the Cost

Jun 5, 2026 Investing

SPYI’s 12% Yield Was 95% Return of Capital Year to Date and That Is the Real Story Holders Need to See

Jun 5, 2026 Personal Finance

43% of Twenty-somethings Are Already Caregivers, but Hidden Costs Could Be Quietly Wrecking Their Retirement

Jun 5, 2026 Personal Finance

Most Twentysomethings Are Already Saving for Retirement, But 47% Just Guessed How Much They Need

Jun 5, 2026