Latest Blog Posts
Steve’s Q1 2024 Investment Portfolio Report
April 23, 2024
Quarterly Report by Steve Many in the professional adviser community regards psychology as a significant factor in investing. I have two degrees in psychology and …
Beloved Teacher Colleague’s Shocking Passing
March 4, 2024
Martin Olvera was not just a teacher in the next classroom; he was a friend and colleague who had a huge impact on …
2023 Financial Retirement Year Review! A GREAT YEAR!
January 20, 2024
Before you scroll down to my tables that reflect 2023 portfolio return as a whole, needless to say, 2023 turned out to be an outstanding …
Hillbilly Elegy Book Review by Steve
November 11, 2025
Review of Hillbilly Elegy: A Memoir of a Family and Culture in Crisis by J.D.…
Ignore the NOISE, the financial news cycle is 100% USELESS
November 10, 2025
Ignore the Noise Stay Balanced with a Worldwide Diversified, Low-Cost Portfolio…
How the 403(b) Became the Most Exploited Retirement Plan in Public Education
November 8, 2025
Can Irony Explain the 403(b)/TSA “Safe Money” Guarantees? For 65 years, insurance companies have sold…
T-Shirt Slogan Humor and 403(b) Financial Literacy.
November 7, 2025
Good morning, K12 Colleagues! The “Stop Selling Annuities to Teachers” t-shirt I wore during the…
LAUSD Female Teachers! You Have What It Takes to be a Successful Investor and Retirement Planner.
November 5, 2025
Are Women Better Investors Than Men? Since my blog’s audience is primarily the Los Angeles…
You’re a LAUSD teacher! Don’t Complicate Investments by Adding Gold.
November 4, 2025
Buying Gold: Smart Move or Fool’s Gold? The markets are near all-time highs—just like they…
Welcome to My Brand New Website!
November 3, 2025
My old website of the same name was so outdated that BlueHost, my domain host,…
Steve’s Q1 2024 Investment Portfolio Report
April 23, 2024
Quarterly Report by Steve Many in the professional adviser community regards psychology as a significant…
Beloved Teacher Colleague’s Shocking Passing
March 4, 2024
Martin Olvera was not just a teacher in the next classroom; he was a friend…