Latest Posts


Should You Be a Dividend Investor?


If you spend time on X or other social media, you’ll see people talking about dividend investing. You’ll also see people saying that no one should be investing in dividend stocks, instead just investing in growth stocks. Why the divide? Who is right? Today we’ll talk about dividend investing and when it makes sense for…

The Master Retirement Portfolio


One of the most difficult things to do in the finance world is to manage a portfolio for retirement. When you’re young and growing a portfolio, there are a lot of things you can do wrong and still end up in pretty good shape. You have years to recover and time can heal some pretty…

Investing to Use your Advantages as a Small Investor


Small investors have two big advantages over the pros: These advantages will let a small investor beat the markets by picking stocks where even the best pro cannot, at least once he has a lot of money under management. But these advantages only help you if you use them. Today we’ll talk about how you…

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About Me

Hi, I’m Joe, a.k.a. SmallIvy. I’m a rocket scientist by day, but have been trading and investing for over three decades, starting when I was twelve. Through investing and money management, my wife and I were able to pay off our home and become financially independent by our early forties. This was with only one of us working most of that time and with less than a five-figure income, so it can be done. I’ve got two books published, one on investing to grow wealth and the other on money management with some investing mixed in. Check out the blog and feel free to ask questions in the comments.

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