Money For The Rest of Us | Investment help and financial guidance for the rest of us.

Money For The Rest of Us

Investment help and financial guidance for the rest of us.

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You manage your own money. So do I.

Let's share notes and take this financial journey together.

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Recent Podcast Episodes

Mountain horizon. Text says "Income Share Agreements"

307: Income Share Agreements—Good for Students or Investors?

Shipping containers from above. Text says "Asset Allocation"

306: Three Approaches to Asset Allocation

Bank ATM in blue wall. Text says "Are Banks Safe?"

305: Are Banks Safe?

Man in sweater driving a car. Text says "Savings Platforms"

304: A 15% Guaranteed Return? Lending on the Fringes of Finance

Head of iceberg lettuce. Text says "financial Planning"

303: How To Do Financial Planning

Car with a broken window. Text says "Investing is Not Knowing."

302: Investing is Not Knowing

Cargo ship sailing. Text says "Alternative Investments"

301: Use Caution with Alternative Investments

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Announcements

The July 2020 Investment Conditions Report is available here

Model Portfolio Changes
The models have been updated to include small cap stocks and preferred equity.

You can find more info here.

New Video Lessons
New lessons on how to choose an asset mix and how return and risk assumptions are derived

Recent Additions

Plus Episodes

307 Plus: Risk Parity ETF and Equity REITs 306 Plus: Member Profile, Bond Investing, and Emerging Technology 305 Plus: Mid Month Update, Tesla, Earnings Surprises, and Cadence Lending Platform 304 Plus: July 2020 Investment Conditions and Portfolio Review See All Plus Episodes

Portfolio Examples

Portfolio Trade: Increasing Preferred Stock Allocation, Closing Put on BKLN (July 30, 2020) David's July 2020 Portfolio Update Portfolio Trade: Adding Small Cap, Preferred Stock and a Put Writing ETF (June 17, 2020) Model Portfolio Change: Adding Small Cap Stocks and Preferred Equity (June 5, 2020) Portfolio Trade: Bought a Series I Savings Bond (April 24, 2020) Portfolio Trade: Adding Short-term Corporate Bond Exposure (April 17, 2020) Model Portfolio Change: Adding Shorter-term Investment-grade Corporate Bonds (April 9, 2020) Portfolio Trade: Eliminating Credit and Adding TIPS (March 19, 2020) Portfolio Trade: Lowered Stock Exposure (March 18, 2020) Model Portfolio Changes: Furthering Reducing Stock Exposure and Eliminating Credit Risk (March 16, 2020) Portfolio Trade: Additional Credit Risk Reduction (March 11, 2020) Portfolio Trade: Reducing Risk (March 7, 2020) Model Portfolio Changes: Reducing Stock Exposure and Eliminating Bank Loans (March 2, 2020) See List of Portfolio Changes

Market Conditions

July 2020 Investment Conditions Report Video: Investment Conditions Report Introduction See Previous Investment Conditions Reports

J. David Stein
Darby Creek Advisors LLC
P.O. Box 9277 • Phoenix, AZ • 85068

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