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Kids are expensive, but a small starter investment and regular contributions can make it simple to build a $60,000 nest egg for your kids or grandkids.

It’s important to teach your kids about personal finance to set them on the path to financial independence, and these six lessons are intended to be age-appropriate.

Carvana has faced questions about its accounting practices for years, and Hindenburg Research finally took the plunge and shorted the stock. Should we join them?

I always find several excellent ideas among the comments and suggestions from our readers.

Last June, I wrote about the world of drinking stocks. Today, I provide an update on the group, including one of the best pure beer stocks to invest in, along with another recommendation. But first, here’s why I think that Budweiser’s (BUD) new name is brilliant.

Investment leverage, which in investment terms is just a fancy word for “debt,” can move worlds of money if used properly.

I recently finished an interesting book called The Invisible Gorilla. It has nothing to do with gorillas—it’s about the tricks our minds play on us. The name comes from an experiment the authors did in which viewers were asked to count the number of times people passed a ball. If...

Last August, there was a lot of buzz about the film “I.O.U.S.A.” and I wrote about it for Cabot Wealth Advisory. At the time, the U.S. national debt looked pretty bad, but this was before we had failed banks, a stock market crash and a long string of government bailouts. This week brought the prediction of a 10-year federal deficit of $9 trillion, which is more than the total of all previous deficits since the United States’ founding. The White House went on to say that by the next decade’s end, the national debt would equal three-quarters of the entire U.S. economy. So I’ve come up with some solutions for how the U.S. government can alleviate some of our deficit:

Blackbaud (BLKB), Mitek (MITK) and Primo Water (PRMW) announce earnings . BLKB is now rated Sell.

Yesterday the FOMC decided to move ahead with another 25bps hike, bringing its federal funds target rate to a range of 4.75% to 5%. The statement was missing the phrase, “...ongoing increases in rates would be appropriate,” which was present in the eight previous statements, suggesting the Fed may be done hiking soon.

For today’s Dividend Edition of Investment of the Week, I wanted to introduce investing with dividend reinvestment plans, or DRIPs. We have two Dick Davis Digest contributors who focus exclusively on investing with DRIPs, and others who recommend them occasionally. So DRIPs appear in the Digests fairly regularly, and I...

Buying and holding stocks for the long term is a good way to build wealth for retirement. It’s also a good way to pay less taxes.

It’s been a very news-filled week, with a dockworkers strike (and short-term settlement) along with the Middle East attacks (and fears of an upcoming reprisal) and the usual spate of economic reports—but, interestingly, there hasn’t been that much movement. Taking into account pre-market action (before the jobs report), most big-cap indexes are flat-ish on the week, though smaller-cap names are down more than 1%.

Rising AI and EV electricity demand, as well as growing exports, are fueling a natural gas boom and opening strong long-term opportunities across the energy sector.

This week’s Friday Update includes our comments on earnings from eight companies. Also, Toshiba (TOSYY) reported earnings this morning, along with its plan to split into three companies.

If you’ve ever been tempted by the stories and claims about day trading – don’t be. Here’s why day trading isn’t something that we recommend at Cabot.

With the market near record highs, many stocks are trading well above the $1,000/share price level. Investors tend to dismiss stocks with basement-level prices, so we explored this maligned group in search of neglected value.

In this issue, we look at the several of our recommended stocks in this range.

Investment management companies, which manage mutual funds and other investments on behalf of individuals, pensions and other clients, have fallen sharply out of favor. As contrarians, we think there is still good value in these companies.

In this issue, we cover eight managers whose weak shares offer attractive valuations and dividend yields.

The market has been iffy since Fed Chair Jerome Powell’s “prepare for pain” speech at Jackson Hole last Friday.

With interest rates up and (most) stocks down since I’m going with a high-quality name this month.



This healthcare specialist just posted 44% growth in Q2 and has grown its covered lives by 80% over the last 12 months. It’s profitable, and with a bucket of new contracts in the first half of 2022 the business looks set up for a terrific 2023.



Enjoy!