EI Personal Finance - Track Your Results One Quarter at a Time

Episode 20 opens with a January 2, 2026 look at how 2025 treated investors who stayed in the market, then shifts to a cautious read on what 2026 may bring.

Episode 14 makes a clear case for global diversification at a moment when U.S. markets are taking up too much of the spotlight, opening with the bond move that has unsettled recent market thinking.

The October 1, 2025 episode returns to a familiar investing question: why own individual stocks at all? It ties that question to the 30-minute drill and to checking results across the year and the quarter, while keeping the focus on sector bias, the danger of over-indexing, and…

Episode 12 uses a blackjack analogy to make a familiar investing point feel immediate: short time horizons can work against the do-it-yourself investor, speculative bets belong in small doses, and balance matters more than chasing a quick win.

Episode 12 sets blackjack against stock-market decision making in a way that feels clear rather than forced, then widens into the turbulence since the January inauguration and the bank names that moved on hopes of deregulation.

Episode 16 reads like a practical reset for stock research. It keeps the bar low in a useful way: investors do not have to pretend they are Wall Street analysts, and the point is to look at filings, conference calls, screeners, broker research, and the odd detail that slips past…

The episode presents market volatility as a test of compounding, staying the course, and not turning a short-term move into a bigger mistake. It also keeps attention on cash positions, tax timing, and real-time gain tracking, with a useful reminder that year-end liability is…

August 1's episode follows a market still climbing against an unsettled backdrop. It moves from the post-Liberation Day rebound into the current run on equities, then keeps the focus on tariffs, war risk, and the uneven effects of lighter regulation.