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April 28, 2026
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.
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April 28, 2026
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.
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April 28, 2026
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.
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April 28, 2026
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.
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April 28, 2026
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.
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April 28, 2026
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.
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April 28, 2026
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.
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April 28, 2026
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.
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April 28, 2026
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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April 28, 2026
How to Read a 10-Q (Without Losing Your Mind)
By Nate Gregory
  • A 10-Q is a public company's three-month financial update, filed with the SEC.
  • It shows revenue, profits, debt, and cash flow between yearly reports.
  • You can find any company's 10-Q for free on the SEC's EDGAR site.
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