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Blogs

Insider Trading Meaning: What It Really Is (And Why Some Of It Is Legal)

By Nate Gregory

Insider trading means buying or selling a stock based on facts the public does not know yet.
Some insider trading is legal. Some is a federal crime that can send people to prison.
The SEC tracks every legal insider trade in a public file called Form 4.

Core-Satellite Portfolio: The Best of Both Worlds

By Nate Gregory

A core-satellite portfolio splits investments into stable core holdings and higher-risk satellite picks.
The core is usually 60% of the portfolio, with satellites at 40%.
It blends passive index investing with active opportunity bets.

Bond Ladder Strategy: The Income Plan With Built-In Flexibility

By Nate Gregory

A bond ladder is a series of bonds with staggered maturity dates, often one to five years apart.
It gives you regular access to cash, predictable income, and protection from rate changes.
It works for Treasuries, corporate bonds, municipal bonds, and CDs.

Silver vs Gold Investing: Which One Belongs in Your Portfolio?

By Nate Gregory

Gold is the stable store of value, used as crisis insurance during recessions and conflict.
Silver is both a precious metal and an industrial metal, with more volatile pricing.
Most investors hold a mix in their alternative investment allocation, often 5% to 12% of portfolio.

What Is a Dividend Reinvestment Plan? The Wealth Snowball Explained

By Nate Gregory

A dividend reinvestment plan, or DRIP, automatically uses dividend payments to buy more shares.
DRIPs power compound growth - dividends buy shares that pay dividends that buy more shares.
Most brokerages offer DRIPs free, and many include fractional shares so every penny goes back in.

How Tariffs Affect the Stock Market

By Nate Gregory

Tariffs are extra fees on goods imported into a country, and they hit company profit margins.
The S&P 500 dropped over 3% in one day after the 2025 tariff announcement.
Tariffs reshape trade flows, creating both losers and unexpected winners.

What Is a 13F Filing? The Smart Money Tracker

By Nate Gregory

A 13F filing is a quarterly disclosure of stock holdings from large institutional investors.
It shows what hedge funds and asset managers bought, sold, and held last quarter.
You can find any 13F free on SEC EDGAR.

Debt-to-Equity Ratio: The Number That Tells You If a Company Is Drowning

By Nate Gregory

The debt-to-equity ratio compares what a company owes to what shareholders own.
The formula is total liabilities divided by total shareholder equity.
Lower ratios mean less risk - one of the value markers Warren Buffett looks for.

Non-Financial Analysis of Stocks: The 4-Step Method

By Nate Gregory

Non-financial analysis evaluates a company's business, not its financial ratios.
It covers four things: business model, CEO, innovation, and moat.
It's how investors find companies with long-term staying power.

SEC EDGAR Tutorial: The Free Tool the Pros Use

By Nate Gregory

SEC EDGAR is the official free database of public company filings.
You can pull 10-Ks, 10-Qs, 8-Ks, and insider trades by ticker or company name.
It's the source journalists and analysts use to write their stock stories.

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