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Author: James

Recent Events and Risk

July 11, 2020 James Leave a comment

Since the beginning of the year there has been significant turmoil in the financial markets.  The Standard and Poor’s 500…

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Posted in: Viewpoints

Personal Finance Introduction

July 4, 2020 James Leave a comment

Over time many work colleagues, friends and family members have asked me about various topics regarding their personal finances, and…

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Posted in: Personal Finance

Hertz Car Sales Analysis: Part 1

June 21, 2020 James Leave a comment

Hertz Global Holdings (HTZ) has had significant media coverage due to a recent bankruptcy filing as well as an attempt…

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Posted in: Python Programming

7. Understanding Income Taxes

January 2, 2020 James 2 Comments

There is a very common misconception regarding how income taxes are calculated within the United State.  In this short article…

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Posted in: Personal Finance

6. The Dreaded Retirement Plan – Part 1 Concepts

December 27, 2019 James 2 Comments

Now we move to another scary topic, the retirement plan.  The rules here apply strictly to people within the United…

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Posted in: Personal Finance

5. What is Net Worth?

December 19, 2019 James Leave a comment

The topic of net worth frequently appears in discussion.  It is used as a measurement of what someone is worth…

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Posted in: Personal Finance

4. Expenses In Detail

December 14, 2019 James Leave a comment

This will be our first article that you can take concrete action on to change your financial situation without earning…

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Posted in: Personal Finance

3. Rainy Day Cushion

December 8, 2019 James Leave a comment

Before moving through this article regarding our “Rainy Day Fund,” why not review what we have done up to this…

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Posted in: Personal Finance

1. A Simple Budget

November 29, 2019 James Leave a comment

The first step toward understanding your financial situation is your budget.  We want to get a grasp of is how…

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Posted in: Personal Finance

2. Looking at Your Debt

November 15, 2019 James Leave a comment

Now that you have a budget, we can look at the one big expense that most people find daunting to…

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Posted in: Personal Finance

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Recent Posts

  • Recent Events and Risk
  • Personal Finance Introduction
  • Hertz Car Sales Analysis: Part 1
  • 7. Understanding Income Taxes
  • 6. The Dreaded Retirement Plan – Part 1 Concepts

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