Dog Treats On The Ledge: A Personal Finance Story (Chap. 8)

Authors’ note: Explaining personal finance can be pretty dull, but it’s a subject we all need to continually learn about. I’m trying to fix the problem by using a quirky (funny?) story to explain personal finance. In this story, two friends how bond mutual funds work. The stories are written in chapter order, so that there […]

Construction Across The Street: A Personal Finance Story (Chap. 7)

  Authors’ note: Explaining personal finance can be pretty dull, but it’s a subject we all need to continually learn about. I’m trying to fix the problem by using a quirky (funny?) story to explain personal finance. In this story, two friends discuss risk tolerance, asset mix and the concept of beta. The stories are […]

The Ice Storm: A Personal Finance Story (Chap. 6)

Authors’ note: Explaining personal finance can be pretty dull. That’s a problem, if you need to learn personal finance. On a plane from St. Louis to Seattle, I decided to try and fix the problem. What if I could wrap some personal finance concepts inside of a quirky (funny?) short story? My goal here is to present some […]

Surprising Reasons Why Higher Interest Rates Impact Stock Portfolios

I had to get a knot out of a drawstring bag the other day. Funny- when you start to pull the knot apart, you may be surprised at how the strings are intertwined. This is an analogy for the relationship between higher interest rate and your stock portfolio. The connection may surprise you. Have a […]

The Cross-Country Flight: A Personal Finance Story (Chap 5)

Authors’ note:  Explaining personal finance can be pretty dull. That’s a problem, if you need to learn about personal finance. On a plane from St. Louis to Seattle, I decided to try and fix the problem. What if I could wrap some personal finance concepts inside of a quirky (even funny) short story? My goal here is to […]

From Diamonds To Dirt: How Do Wealthy Men Sink Into Debt?

“There’s a lady who’s sure All that glitters is gold And she’s buying a stairway to heaven.” (Thanks, Led Zeppelin) This may be hard to digest but it’s true: some wealthy people get into debt troubles- and there are plenty of reasons why. People may take on huge debts that can’t afford to pay off, and a […]

Thanksgiving: A Personal Finance Story (Chap. 4)

Authors’ note: Explaining accounting and finance can be pretty dull. That’s a problem, if you need to learn accounting or finance. On a plane from St. Louis to Seattle, I decided to try and fix the problem. What if I could wrap some accounting concepts inside of a quirky (funny?) short story? My goal here […]

The Shocking Truth About $9.99

Does $9.99 really make that much of a difference? It dawned on me on the Wednesday before Thanskgiving that I had subscription fees that were posting over the holiday weekend. They were on my budget as expense items, but I still needed to reconcile my bank account to see if they had posted correctly. Not […]

Halloween Night: A Personal Finance Story (Chap. 3)

Authors’ note: Explaining personal finance can be pretty dull. That’s a problem, if you need to learn about personal finance. On a plane from St. Louis to Seattle, I decided to try and fix the problem. What if I could wrap some personal finance concepts inside of a quirky (even funny) short story? My goal here […]