Rule #1 Investing

Financial Control

44 articles in this category

Should I Hire a Financial Advisor? Why You Probably Don't Need One

May 6, 2026

Should I Hire a Financial Advisor? Why You Probably Don't Need One

A common misconception is that financial advisors are skilled stock pickers who aim to outperform the market. However, beating the market is not a financial advisor’s job.

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How to Spend Money Wisely: The Investor's Mindset That Changes Everything

March 31, 2026

How to Spend Money Wisely: The Investor's Mindset That Changes Everything

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The Best Strategies for Investing in Your 20s

March 16, 2026

The Best Strategies for Investing in Your 20s

In your 20s? Start building real wealth with these 6 proven strategies from Rule #1 Investing. Learn how to pay off debt, invest smart, use a Roth IRA, and take advantage of compounding to achieve financial freedom—starting now.

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The 7 Worst Money Traps to Avoid in Your 30s

August 21, 2025

The 7 Worst Money Traps to Avoid in Your 30s

Learn the 7 worst money traps to avoid in your 30s—and how Rule #1 Investing can help you build wealth, achieve financial freedom, and retire early.

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How to Financially Prepare for Life’s Curveballs: Build Wealth and Security the Rule #1 Way

June 6, 2025

How to Financially Prepare for Life’s Curveballs: Build Wealth and Security the Rule #1 Way

Life is unpredictable. Learn how to build financial security with an emergency fund and long-term investing using Rule #1 strategies.

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5 Big Investing Mistakes to Avoid in 2026 (and What to Do Instead)

May 22, 2025

5 Big Investing Mistakes to Avoid in 2026 (and What to Do Instead)

Avoid these 5 costly investing mistakes in 2025 and learn how Rule #1 strategies can help you invest smarter—no matter the market conditions.

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What Really Causes Recessions (And How to Prepare as a Rule #1 Investor)

April 25, 2025

What Really Causes Recessions (And How to Prepare as a Rule #1 Investor)

Understanding the underlying factors behind what causes a recession can be a critical factor in avoiding losses.

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5 Financial Regrets to Avoid (And How to Set Yourself Up for Wealth)

April 25, 2025

5 Financial Regrets to Avoid (And How to Set Yourself Up for Wealth)

While some financial mistakes can be corrected over time, others compound and grow harder to fix the longer they're left unaddressed. That's why Rule #1 investors believe that proactive financial management is essential at every stage of life.

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Why Paper Trading is the Smartest Way to Start Investing (Without Risking Real Money)

April 17, 2025

Why Paper Trading is the Smartest Way to Start Investing (Without Risking Real Money)

Paper trading platforms allow us to practice using all the mechanics of a real brokerage account — from buying and selling to setting alerts — without ever risking a dollar.

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Mastering Retirement Planning: How Rule #1 Investors Consistently Beat the Market

March 7, 2025

Mastering Retirement Planning: How Rule #1 Investors Consistently Beat the Market

Planning for retirement is a critical financial milestone. The lack of financial education in formal schooling often leaves people feeling uncertain about their investment choices, leading to a sense of helplessness regarding their financial future.

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5 Smart Ways to Use Your Tax Refund to Secure Your Financial Future

February 27, 2025

5 Smart Ways to Use Your Tax Refund to Secure Your Financial Future

Here are five powerful ways to use your tax refund in 2025 to improve your financial health, grow your wealth, and set yourself up for success.

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The Hidden Problems with 401(k) Plans – And What to Do Instead

February 25, 2025

The Hidden Problems with 401(k) Plans – And What to Do Instead

If you’re relying solely on a 401(k) for retirement, you may be in for a rude awakening when you realize how fees, limited investment choices, and market volatility can erode your returns over time.

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5 Costly Mistakes to Avoid With Your Tax Refund – And What to Do Instead

February 25, 2025

5 Costly Mistakes to Avoid With Your Tax Refund – And What to Do Instead

Your tax refund can shape your financial future—if used wisely. Skip the splurges on vacations, cars, or shopping. Instead, invest in your future, pay off debt, build an emergency fund, or grow your wealth through smart, long-term strategies.

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Financial Security 101: How Emergency Funds and Insurance Protect Your Future

February 6, 2025

Financial Security 101: How Emergency Funds and Insurance Protect Your Future

Your emergency fund and insurance policies are like two sides of the same coin—they work together to protect you from financial risks big and small.

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Budget Your Way To Investing

January 30, 2025

Budget Your Way To Investing

When you take control of your finances through budgeting, you gain clarity, reduce stress, and move closer to achieving meaningful goals.

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Good Debt vs. Bad Debt: How to Understand Debt in Business and Personal Finance

January 3, 2025

Good Debt vs. Bad Debt: How to Understand Debt in Business and Personal Finance

By focusing on free cash flow, historical debt trends, and the company’s overall financial health, we can make smarter, more informed investment decisions

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Market Capitalization: Price Doesn't Always Equal Value

January 27, 2023

Market Capitalization: Price Doesn't Always Equal Value

Market cap might tell you what the market is feeling today—but it won't tell you what a business is truly worth. That’s why Rule #1 investors go deeper.

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How to Build Generational Wealth and Keep it!

January 5, 2023

How to Build Generational Wealth and Keep it!

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Investment Vehicles - A Complete Guide

November 17, 2022

Investment Vehicles - A Complete Guide

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What Is Market Capitalization? Rule #1 Investing Strategy Explained

October 27, 2022

What Is Market Capitalization? Rule #1 Investing Strategy Explained

Market cap tells you what a company costs—not what it's worth. Learn why Rule #1 investors look beyond price to find true value, how to use market cap strategically, and what mistakes to avoid when evaluating stocks in today’s volatile market.

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How To Make Passive Income - Some Smart Ideas

September 22, 2022

How To Make Passive Income - Some Smart Ideas

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What Is a Recession? Signs, Causes, and How to Prepare Your Investments

September 15, 2022

What Is a Recession? Signs, Causes, and How to Prepare Your Investments

Knowing how to invest during a recession doesn’t have to be complicated. In fact, by following a few simple Rule #1 strategies, you can build a crash-proof portfolio strong enough to withstand the next market crash.

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Credit Card Debt: Why is it Hard to Pay Off?

December 8, 2021

Credit Card Debt: Why is it Hard to Pay Off?

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Best Ways to Save Money And Improve Your Financial Standing

July 8, 2021

Best Ways to Save Money And Improve Your Financial Standing

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The Rule of 72: Learn How To Double Your Money with Compound Interest

May 27, 2021

The Rule of 72: Learn How To Double Your Money with Compound Interest

The Rule of 72 is a simple, time-tested formula investors use to estimate how long it takes to double their money—whether in stocks, retirement accounts, or savings—based on a fixed annual rate of return.

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Are Robo-Advisors a Good Idea?

December 11, 2020

Are Robo-Advisors a Good Idea?

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Should You Re-Evaluate Your Investments? When to Reassess and Why It Matters

October 2, 2020

Should You Re-Evaluate Your Investments? When to Reassess and Why It Matters

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5 Step Money Challenge to Prepare for 2023

December 8, 2019

5 Step Money Challenge to Prepare for 2023

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InvestED: The Rule #1 Podcast Hits 7 Million Listens!

October 18, 2019

InvestED: The Rule #1 Podcast Hits 7 Million Listens!

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Is Your "Side Hustle" Making You Money?

September 13, 2019

Is Your "Side Hustle" Making You Money?

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How to Save $10,000 This Year

May 23, 2019

How to Save $10,000 This Year

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4 Bad Investments for the Middle-Class to Avoid

March 20, 2019

4 Bad Investments for the Middle-Class to Avoid

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How to Minimize Investment Risk and Maximize Reward

February 14, 2019

How to Minimize Investment Risk and Maximize Reward

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Understanding The Pros and Cons of Credit Cards

December 5, 2018

Understanding The Pros and Cons of Credit Cards

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5 Tips to Help Improve Your Credit Score

October 17, 2018

5 Tips to Help Improve Your Credit Score

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Invested Book Q&A With Phil & Danielle

February 13, 2018

Invested Book Q&A With Phil & Danielle

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A Guide to Choosing Your Investment Vehicle

December 14, 2016

A Guide to Choosing Your Investment Vehicle

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Should You Invest in Your Company's 401(k)?

September 21, 2016

Should You Invest in Your Company's 401(k)?

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How to Save $500 This Month (Without Skipping Your Latte)

June 8, 2016

How to Save $500 This Month (Without Skipping Your Latte)

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Responsible Investing With Your Own Personal Values

October 23, 2014

Responsible Investing With Your Own Personal Values

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Advantages and Disadvantages of ETFs

December 15, 2013

Advantages and Disadvantages of ETFs

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December 15, 2013

What is a Berky and Do You Need One?

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December 15, 2013

The Ugly Game of Assets Under Management

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December 15, 2013

Perfectly Legal, 100% Free, Tax Loopholes

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