Latest Posts


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…

The Advantage Small Investors have over The Money Managers


One would think that if professional money managers can’t routinely beat the markets, the small investor wouldn’t have a chance. But the truth is that the small investor actually has advantages that can allow him to beat the indexes when the professional money manager can’t. In this article we’ll reveal what these advantages are and…

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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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