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Investing

+2

Investing for Your Children: IRAs

Feb 5, 2026

•

11 min read

Investing for Your Children: IRAs

Part 2

Carlos McWhorter, CPA
Carlos McWhorter, CPA

Investing

+2

Investing for Your Children: Custodial Accounts (UTMA/UGMA)

Jan 28, 2026

•

11 min read

Investing for Your Children: Custodial Accounts (UTMA/UGMA)

Part 1

Carlos McWhorter, CPA
Carlos McWhorter, CPA

Stock Analysis

Strategy, Inc. - I Told You About Them

Jan 15, 2026

•

1 min read

Strategy, Inc. - I Told You About Them

Follow up to Strategy, Inc. Analysis

Carlos McWhorter, CPA
Carlos McWhorter, CPA

Investing

+1

I Told You Not To Touch Strategy Inc.

Jan 12, 2026

•

5 min read

I Told You Not To Touch Strategy Inc.

You should've listened

Carlos McWhorter, CPA
Carlos McWhorter, CPA

Investing

+4

The Simple Guide to IRAs

Jan 4, 2026

•

9 min read

The Simple Guide to IRAs

What you need to know

Carlos McWhorter, CPA
Carlos McWhorter, CPA

Stock Analysis

Is The Campbell Company a Winner for Dividend Hunters?

Dec 15, 2025

•

2 min read

Is The Campbell Company a Winner for Dividend Hunters?

$CPB Stock Analysis

Carlos McWhorter, CPA
Carlos McWhorter, CPA

Featured - Personal Finance

+1

Why You Can't Afford A Home

Dec 1, 2025

•

6 min read

Why You Can't Afford A Home

The Complex crisis of home affordability

Carlos McWhorter, CPA
Carlos McWhorter, CPA

Featured - Personal Finance

+2

The Financial Trauma Passed Down to Us

Nov 22, 2025

•

8 min read

The Financial Trauma Passed Down to Us

Don't Repeat Your Parent's Mistakes

Carlos McWhorter, CPA
Carlos McWhorter, CPA

Featured - Personal Finance

+2

A 50-yr Mortgage Doesn't Make Homes Affordable

Nov 15, 2025

•

5 min read

A 50-yr Mortgage Doesn't Make Homes Affordable

Borrow for Half a Lifetime?

Carlos McWhorter, CPA
Carlos McWhorter, CPA

Investing

+2

Will the A.I. Arms Race Crumble the US Economy?

Nov 2, 2025

•

7 min read

Will the A.I. Arms Race Crumble the US Economy?

The Chart That Should Scare Every Investor

Carlos McWhorter, CPA
Carlos McWhorter, CPA

Featured - Personal Finance

+1

The 6-Step Blueprint to Building Wealth on Your Terms

Oct 24, 2025

•

5 min read

The 6-Step Blueprint to Building Wealth on Your Terms

How to make a financial plan for your life (and stick to it!)

Carlos McWhorter, CPA
Carlos McWhorter, CPA

Investing

The Great Debasement: Why Gold is up 65% This Year

Oct 21, 2025

•

5 min read

The Great Debasement: Why Gold is up 65% This Year

Carlos McWhorter, CPA
Carlos McWhorter, CPA

Stock Analysis

Oracle Stock: The AI Bet That Could Make You Rich

Sep 20, 2025

•

2 min read

Oracle Stock: The AI Bet That Could Make You Rich

$ORCL Stock Analysis

Carlos McWhorter, CPA
Carlos McWhorter, CPA

Stock Analysis

The truth about Johnson & Johnson Stock! ($JNJ)

Aug 3, 2025

•

1 min read

The truth about Johnson & Johnson Stock! ($JNJ)

$JNJ Stock Analysis

Carlos McWhorter, CPA
Carlos McWhorter, CPA

Investing

+1

Quantum Computing 101: The Future of Tech, Simplified

Jan 19, 2025

•

3 min read

Quantum Computing 101: The Future of Tech, Simplified

Carlos McWhorter, CPA
Carlos McWhorter, CPA

Personal Finance

3 Barriers to Financial Security and How to Overcome Them

Jan 12, 2025

•

5 min read

3 Barriers to Financial Security and How to Overcome Them

Carlos McWhorter, CPA
Carlos McWhorter, CPA

Personal Finance

6 Steps to Building Your Dream Financial Life

Jan 5, 2025

•

5 min read

6 Steps to Building Your Dream Financial Life

How to Make a Financial Plan for Your Life (and Stick to It!)

Carlos McWhorter, CPA
Carlos McWhorter, CPA

Investing

Stocks and Elections: What you should do!

Nov 3, 2024

•

3 min read

Stocks and Elections: What you should do!

Carlos McWhorter, CPA
Carlos McWhorter, CPA

Investing

+1

❇️5 Artificial Intelligence Stocks for Your Portfolio

Oct 27, 2024

•

4 min read

❇️5 Artificial Intelligence Stocks for Your Portfolio

Carlos McWhorter, CPA
Carlos McWhorter, CPA

Investing

2 ETF's YOU SHOULD NEVER SELL!!!

Oct 20, 2024

•

5 min read

2 ETF's YOU SHOULD NEVER SELL!!!

Carlos McWhorter, CPA
Carlos McWhorter, CPA

Personal Finance

+1

Financial Planning Made Easy: 9 Steps to Plan Your Life

Oct 13, 2024

•

4 min read

Financial Planning Made Easy: 9 Steps to Plan Your Life

Carlos McWhorter, CPA
Carlos McWhorter, CPA

Personal Finance

5️⃣ WEALTHY HABITS THE POOR DON'T HAVE

Oct 6, 2024

•

5 min read

5️⃣ WEALTHY HABITS THE POOR DON'T HAVE

Carlos McWhorter, CPA
Carlos McWhorter, CPA

Personal Finance

🚗Stop Letting Your Car Wreck Your Finances

Sep 29, 2024

•

3 min read

🚗Stop Letting Your Car Wreck Your Finances

A practical guide to budgeting your transportation expenses

Carlos McWhorter, CPA
Carlos McWhorter, CPA

Personal Finance

💵 5 BANK ACCOUNTS YOU MUST HAVE!!

Sep 24, 2024

•

2 min read

💵 5 BANK ACCOUNTS YOU MUST HAVE!!

Do this to keep track of your Cash✅

Carlos McWhorter, CPA
Carlos McWhorter, CPA

Investing

🫧What is an Asset Bubble?

Sep 14, 2024

•

5 min read

🫧What is an Asset Bubble?

Carlos McWhorter, CPA
Carlos McWhorter, CPA

Investing

💡 15 THINGS YOU MUST KNOW TO MASTER STOCK PICKING

Sep 1, 2024

•

7 min read

💡 15 THINGS YOU MUST KNOW TO MASTER STOCK PICKING

Carlos McWhorter, CPA
Carlos McWhorter, CPA

Investing

🔓 Unlock Stock Insights: Your Next Great Investment!!

Aug 21, 2024

•

2 min read

🔓 Unlock Stock Insights: Your Next Great Investment!!

Carlos McWhorter, CPA
Carlos McWhorter, CPA

Investing

❇️ Which Months Does the Stock Market Perform the Best!?️

Aug 11, 2024

•

9 min read

❇️ Which Months Does the Stock Market Perform the Best!?️

Plus: Intel Stock Analysis

Carlos McWhorter, CPA
Carlos McWhorter, CPA

Investing

⚠️Recession Warning!?️

Aug 4, 2024

•

5 min read

⚠️Recession Warning!?️

Carlos McWhorter, CPA
Carlos McWhorter, CPA

Investing

Debunking the Wealth Myth: Your Income Isn't Your Fortune

Jul 28, 2024

•

4 min read

Debunking the Wealth Myth: Your Income Isn't Your Fortune

Carlos McWhorter, CPA
Carlos McWhorter, CPA

Personal Finance

❇️Avoid Taxes Like the Rich

Jul 14, 2024

•

3 min read

❇️Avoid Taxes Like the Rich

Buy, Borrow, Die

Carlos McWhorter, CPA
Carlos McWhorter, CPA

Personal Finance

The Ways Spending Money Actually Makes You Happy

Jul 6, 2024

•

3 min read

The Ways Spending Money Actually Makes You Happy

Carlos McWhorter, CPA
Carlos McWhorter, CPA

Estate Planning

+1

The Basics of Estate Planning: Protecting Your Family and Your Assets

Jun 22, 2024

•

4 min read

The Basics of Estate Planning: Protecting Your Family and Your Assets

Carlos McWhorter, CPA
Carlos McWhorter, CPA

Investing

+2

Beginner's Guide to Gift Taxes

Jun 2, 2024

•

3 min read

Beginner's Guide to Gift Taxes

Carlos McWhorter, CPA
Carlos McWhorter, CPA

Personal Finance

Debt: The Good, the Bad, and the "Meh" - A Borrower's Guide

May 26, 2024

•

4 min read

Debt: The Good, the Bad, and the "Meh" - A Borrower's Guide

Carlos McWhorter, CPA
Carlos McWhorter, CPA

Investing

+1

Not All Money Is Equal: How to Place Your Dollars by Risk

May 12, 2024

•

5 min read

Not All Money Is Equal: How to Place Your Dollars by Risk

Carlos McWhorter, CPA
Carlos McWhorter, CPA

Investing

+1

Inflation: The Retirement Thief

May 5, 2024

•

4 min read

Inflation: The Retirement Thief

Carlos McWhorter, CPA
Carlos McWhorter, CPA

Personal Finance

Master Your Emotions = Master Your Wealth

Apr 28, 2024

•

4 min read

Master Your Emotions = Master Your Wealth

Carlos McWhorter, CPA
Carlos McWhorter, CPA

Investing

Know Your Investing Style

Apr 7, 2024

•

4 min read

Know Your Investing Style

Carlos McWhorter, CPA
Carlos McWhorter, CPA

Investing

+1

Beginner's Guide to 529 Plans

Mar 23, 2024

•

5 min read

Beginner's Guide to 529 Plans

Carlos McWhorter, CPA
Carlos McWhorter, CPA

Investing

How to Know When to Sell a Stock

Mar 17, 2024

•

3 min read

How to Know When to Sell a Stock

Carlos McWhorter, CPA
Carlos McWhorter, CPA

Investing

What's The Craze With Nvidia?

Mar 3, 2024

•

7 min read

What's The Craze With Nvidia?

NVIDIA Stock Analysis

Carlos McWhorter, CPA
Carlos McWhorter, CPA

Investing

Warren Buffett's Shareholder Letter Review

Feb 25, 2024

•

5 min read

Warren Buffett's Shareholder Letter Review

Key Takeways from the "Greatest Investor of All-Time"

Carlos McWhorter, CPA
Carlos McWhorter, CPA

Investing

A Beginners' Guide to Direct Indexing

Feb 18, 2024

•

4 min read

A Beginners' Guide to Direct Indexing

Carlos McWhorter, CPA
Carlos McWhorter, CPA

Investing

Dividend Growth: What Every Investor Needs to Know

Feb 11, 2024

•

4 min read

Dividend Growth: What Every Investor Needs to Know

The three pronged approach to building wealth

Carlos McWhorter, CPA
Carlos McWhorter, CPA

Investing

2023's Bankruptcy Wave: What Investors Need to Know!

Jan 28, 2024

•

4 min read

2023's Bankruptcy Wave: What Investors Need to Know!

Carlos McWhorter, CPA
Carlos McWhorter, CPA

Personal Finance

What is Felt but Unnoticed and Killing Your Finances?

Jan 20, 2024

•

4 min read

What is Felt but Unnoticed and Killing Your Finances?

What we can learn from farmers in despair?

Carlos McWhorter, CPA
Carlos McWhorter, CPA

Personal Finance

Learn to be "Richer, Wiser, Happier"

Jan 13, 2024

•

6 min read

Learn to be "Richer, Wiser, Happier"

Carlos McWhorter, CPA
Carlos McWhorter, CPA

Personal Finance

Don't Be Robbed By What's Familiar

Jan 6, 2024

•

4 min read

Don't Be Robbed By What's Familiar

Unmasking affinity fraud

Carlos McWhorter, CPA
Carlos McWhorter, CPA

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