Investable Assets and Risk | Phil Town

Investable Assets and Risk | Phil Town

Everyone’s reasons for investing and personal risk tolerance are different, so you have to decide which investment types suit your lifestyle, timeline, goals, and risk tolerance best. In today’s clip from the InvestED podcast, Danielle and I discuss investable asset…

A Volatile Year in Review | Phil Town

A Volatile Year in Review | Phil Town

With all of the ups and downs we experienced in 2020, hopefully you can take a few investing lessons and implement them throughout the new year. Today, I provide a recap and discuss major takeaways from 2020 that investors of…

Calculating Margin of Safety | Phil Town

Calculating Margin of Safety | Phil Town

In Rule #1 investing, we call “buying on sale” purchasing stocks with a margin of safety. In today’s clip from the InvestED podcast, Phil and Danielle explain how to calculate margin of safety, and explain why understanding how to value…

My Daily Investing and Quarantine Routine | Phil Town

My Daily Investing and Quarantine Routine | Phil Town

Sticking to a morning routine during quarantine helps me cultivate positive daily habits and prioritize what matters most—my loved ones and Rule #1 Investing. Today, I discuss why as an investor, I must set aside plenty of time to read…

The Best Ways to Learn How to Invest | Phil Town

The Best Ways to Learn How to Invest | Phil Town

It’s never too late to start investing, but not everyone knows where to begin. Fortunately, there are several resources out there to help you learn how to invest or become a better investor. Today, I discuss a few of my…

Bill Ackman's Investing Checklist: 8 Principles | Phil Town

Bill Ackman’s Investing Checklist: 8 Principles | Phil Town

Bill Ackman is a successful investor who we can learn from. Although his checklist slightly differs from the traditional value investing checklist, it still aligns with the principles of Rule #1 investing. In this week’s clip from InvestED, Phil discusses…

Investment Analysis: Numbers to Watch | Phil Town

Investment Analysis: Numbers to Watch | Phil Town

You must consider management when researching companies, and the numbers that signify the ability to allocate capital properly. In this week’s clip from InvestED, Phil and Danielle discuss ways to determine great stocks, and how you can use that information…

The Future of the Stock Market: What's Next? | Phil Town

The Future of the Stock Market: What’s Next? | Phil Town

With all of the impact COVID-19 has had on the market, this is an investing opportunity of a lifetime! Some of the best companies in the world are on sale right now. This week, Danielle and I discuss what you…

Pros/Cons of Real Estate vs. Stock Investing | Phil Town

Pros/Cons of Real Estate vs. Stock Investing | Phil Town

Should you invest in stocks, in real estate, or both? There are advantages and disadvantages to each option. Today, I talk about the pros and cons of each and what to think about when investing in either real estate or…

6 Things to Do During a Recession | Phil Town

6 Things to Do During a Recession | Phil Town

Is a recession coming? Signs indicate the answer could be “yes” and that it could happen any time now. Do you protect yourself and take advantage of the opportunities that a recession offers to smart investors who know how to…

What You Should Do if You Lose Money | Phil Town

What You Should Do if You Lose Money | Phil Town

No matter how good you are at investing, losses will happen. Don’t panic! There isn’t a stock that isn’t going to go down, and there isn’t an investor in the world who hasn’t lost money. Here is what you should…

How Warren Buffett's Favorite Things Made Him Rich | Phil Town

How Warren Buffett’s Favorite Things Made Him Rich | Phil Town

I talk about investing with your values often because it’s the BEST way to ensure you’re connected to and willing to do the research on your potential investments. Well, Warren Buffett really is a great example of this practice. Many…

Investing Within Your Circle of Competence | Phil Town

Investing Within Your Circle of Competence | Phil Town

Invest in what you understand. It’s an often overlooked factor since many investors feel that they can make money in any company regardless of whether they understand it or whether it aligns with their values. http://bit.ly/2YQfGbW To help you figure…

Top Investments: Whole Foods | Phil Town

Top Investments: Whole Foods | Phil Town

You guys have been asking for some more Rule #1 case studies. I’d like to talk about one of my winners with you, Whole Foods. Let’s talk about why I bought it, why I thought it was a great company…

5 Things Not to Do When Valuing a Company | Phil Town

5 Things Not to Do When Valuing a Company | Phil Town

One of the keys to making money with investing, is properly evaluating a business or stock. Here are 5 things you should AVOID when going deep on a company and diving into their public facing numbers. http://bit.ly/2Wr3Lk1 To help you…

How to Save $10,000 in 2019 | Phil Town

How to Save $10,000 in 2019 | Phil Town

Looking to save more money this year? In this video I give you guys 6 tips for saving money, including setting a budget, paying yourself first, and even starting your own side hustle. I’ve also included a FREE download to…

State of the Market 2019 | Phil Town

State of the Market 2019 | Phil Town

Today, let’s talk about the state of this market. Are we headed for a crash? Is it going to hold up? Is it a smart time to invest? If you’re not actually investing your money what should you be doing…

Quarterly Earnings Calls RED FLAGS! | Phil Town

Quarterly Earnings Calls RED FLAGS! | Phil Town

In this video I talk about quarterly earnings calls, including the things you should be watching out for to better understand if a business is a good investment or something you should stay away from. http://bit.ly/2JfvbYc To help you better…

How to Be More Confident When Investing | Phil Town

How to Be More Confident When Investing | Phil Town

Investing is a process and doesn’t come easily overnight. It can take years and years of practice and discipline to become a successful investor. In this video I give you 5 tips to help you feel more confident about investing.…

How I Won Big on Chipotle | Phil Town

How I Won Big on Chipotle | Phil Town

I wanted to take an opportunity to go over some of the investments I’ve made over that last few years. In this video we cover Chipotle, one of my favorite places to grab a burrito! How much did I buy…