Directory of Joshua’s Articles on

Since going live in February 2001, I’ve run the Investing for Beginners site at  Through multiple mergers, platforms, layouts, mandates, and management teams, the site has become home to a large body of my work that represents hundreds of thousands of words of content covering everything from tests of safety for municipal bonds to the benefits of using family limited partnerships to lower estate and gift taxes.  I’ve received a lot of upset readers who say the new About format makes it impossible for them to navigate the site; that they want to read more but refuse to attempt to make sense of whatever the web developers were thinking.  As a courtesy to make your reading easier, I have begun manually building a directory of my work that you can find here, on my personal blog.  Each link will take you directly to the About article to which it is attached, which should make the whole thing easier.

Please note this is a working draft and will change.  Right now, the articles are grouped according to some back-end references I need and may not make logical sense.  For example, an article about tax-free municipal bonds might not be under bonds or municipal bonds but rather, taxes.  Reorganization is part of the ultimate plan and there’s nothing I can do about it at the moment.  Additionally, some of this content was written roughly 15 years ago.  It has been migrated and converted multiple times from its original form, which involved manually writing an html file and uploading it via FTP.  As a result, some of the formatting has become atrocious while some of the information is so old that it should be looked at akin to a newspaper archive.  My objective is to update, clean up, and repackage this legacy content in the coming years as time allows.

Finally, one challenge I’m running into is the fact that, recently, as many of you know, significant amounts of my past writing were hidden from view and de-indexed from Google, as explained in this mail bag response to a reader who was searching for things they knew had been on the site but had somehow gone invisible.  There are perhaps tens of thousands, or even hundreds of thousands, of words that even I can’t access on the administrative side nor find through search engines as they have been restricted.  As a result, when I come across one of them, I am adding it to this directory and marking it as “can’t access”.  If you happen to find a piece of mine that isn’t listed here (technically, if you happen to know the old URL, you can get to it aside from the fact that it isn’t listed in search engines and I can’t see it on my end), please send it to me in the contact form and I’ll make sure to update the list.  At the moment, the major group I’ve excluded myself is the old glossary, which needs an overhaul as a separate project.  Finally, ignore the notations to the right of some articles, they are for my own personal use.

If you wish to leave comments or suggestions for this directory as it evolves, please do so in the comment section of this post.

Current Status: 766 Live Articles Discovered and Published in This Directory
(Est. Total Exceeds 1,000 Article Pages But Need To Search De-Indexed To Include)

Investing in Stocks

These articles deal with investing in common and preferred stocks.

Investing in Mutual Funds

These articles deal with investing in mutual funds, index funds, etc.

Investing for Retirement

These articles deal with investing for retirement, 401(k) plans, 403(b) plans, Roth IRAs, SEP-IRAs, etc.

Retirement Fund Articles Under Sub-Category Mutual Funds

Investing Strategies

Buy and hold, value investing, socially responsible investing, and other strategies …

Investing Lessons

These articles deal with investing in common and preferred stocks.

The Basics

Basic, introductory stuff …

Registered Investment Advisors

RIAs, etc.

Starting an Investment Portfolio

A collection of articles about establishing a person’s first portfolio.

The Pros and Cons of Investment Holding Methods

Examining different ways to hold your assets …

Making Money

Articles about making money

Warren Buffett and Berkshire Hathaway

Resources about Buffett and his holding company …

Portfolio Management

Managing your portfolio intelligently …

Asset Allocation

The basics …

Risk Management & Diversification

Protecting and growing your wealth …

Investing in Bonds

Fixed income securities …

Tax-Free Municipal Bonds

Articles and resources discussing tax-free municipal bonds …

U.S. Savings Bonds

An overview of different types of United States savings bonds …

Investing in Real Estate

Properties, REITs, and rentals …

Investing in Small Businesses

Holding stakes in private operating companies …

Accounting & Finance

GAAP, time value of money, and financial ratios …


Macroeconomics, microeconomics, and more …

Trust Funds

Protecting money with trust funds …

Personal Finance

Saving money, managing debt, and protecting your wealth …


Tax strategies, rules, and more …


Random stuff …

Gold Coins

These articles deal with investing in gold coins and bullion.


Definitions and words …

Guides (Please Ignore – Being Compiled At the Moment)

These are internal directories meant to group some of the above articles into simple-to-understand browsable indices on the old layout that is no longer active.