Latest Insights on UL
These Investors Are Making the Lottery Ticket Mistake (3-minute read) No matter what Mr. Market is doing, Charles is focused on finding opportunities in quality businesses for you…
Great Investing Wisdom From … Shakespeare? (3-minute video) I’ve always remembered one line from The Tragedy of Julius Caesar … because Shakespeare could’ve easily been talking about investing. Hear why in my latest video.
The Bed Bath & Beyond Story Won’t End Well… (3-minute read) Over the past few weeks, investors have crawled out from under their desks and started buying stocks again. But it seems some investors haven't learned their lessons from the last bull market...
Here’s When You Should Sell a Stock (2-minute read) Here are 3 insights, 1 word and 1 question to jump-start your week…
What This Week’s Bull Market Means for You
August 13, 2022 Investment Opportunities, Real Talk, Stocks
(5-minute read) When the markets turn around, you’ll want to be invested in these great opportunities…