Monegenix®

Build financial security with custom high cash value whole life insurance and annuities, financial apps, and educational material to help you make better financial decisions.

  • READ DAVID’S DAILY EMAIL
  • FREE STUFF ▽
    • RESULTS
    • BLOG
    • LIFE INSURANCE GUIDE
    • VIDEOS
    • MONEGENIX LABS
    • LABS HOME
  • SERVICES

The myth of actively managed mutual funds

Last updated on: September 28, 2020 by David Lewis Filed Under: Investing

In Michael Mauboussin’s book, “More Than You Know”, Mauboussin measured how many actively managed mutual funds successfully beat the S&P500 index.  This is super-useful information for anyone trying to decide whether or not it makes sense to invest in index funds. Maybe you’ve heard (or maybe you haven’t) that popular opinion is that something like […]

Pimpin’ stocks ain’t easy

Last updated on: September 8, 2020 by David Lewis Filed Under: Financial Planning, Investing Tagged With: financial planning, investing in stocks

… especially today. And yet… I knew this day would come.  Was reading about a “new” way to trade stocks: a brokerage firm pimping trading and investing based on – wait for it – Fibonacci analysis.  Why does this matter? I dunno. It doesn’t, really… unless you happen to be investing with a firm that’s […]

The secret of Wankel engine investing

Last updated on: August 14, 2020 by David Lewis Filed Under: Investing Tagged With: financial planning, investing, investing and financial planning, retirement planning, retirement savings

Years ago, I had a friend friend who owned a Mazda Rx-7. We were car guys” which means we spent way too much time oogling our rides and tuning engines for performance gainz. My friend’s engine, however, was super hard to work on because it was a Wankle engine. In case you’re not a car […]

My 401-keg plan

Last updated on: July 22, 2020 by David Lewis Filed Under: Investing, Life Insurance, Risk, Saving Money

Back in my jerkwater home town, about the only kind of beer people drink is the cheap stuff… except, when you go out to a bar (and it doesn’t have to be a fancy bar either), there’s almost always Yuengling on tap. Now if ye wasn’t born in or around Pennsylvania, mayhaps you’ve never heard […]

An example of how to manage financial risk

Last updated on: August 14, 2020 by David Lewis Filed Under: Investing, Life Insurance, Risk

One of my all-time favorite movies is Rounders, starring Matt Damon and Edward Norton.  In the movie, Norton plays a professional poker player named “Worm” (that’s his nickname). Damon’s character, “Mike” is also a professional poker player who is friends with Worm.  Worm’s problem is, basically, that he’s a cheater and uses various “card mechanics” […]

Next Page »

Monegenix® |  P.O. Box 831 Kenly, NC 27542

  • About
  • Contact
  • Archives
  • Legal & Privacy Policy

© 2021 DAVID C LEWIS · ALL RIGHTS RESERVED