2017 First Quarter Update

Welcome to another quarterly financial update. In this article, we'll review how our investments did in the first quarter of 2017.

The first quarter of 2017 is in the books. That means it’s time for another quarterly financial update. In this article we’ll take a look at our investment portfolio, how it has done so far, and what we have planned for the future. Before we get going, be sure to check out my previous quarterly update here. But first, a quick blog update. I […]

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Expensive Brokerage Account Update

A few months ago I wrote about my wife’s old brokerage account with Schwab. You can read about the details of my investigation here. In summary I found expensive, actively managed funds and a lot of redundant holdings. Needless to say, this didn’t jive with my investment philosophy of minimizing fees and keeping things simple. Since then I’ve made some adjustments, and I […]

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A Case Study in Financial Planning

I frequent a number of personal finance forums, namely over at The White Coat Investor and Rockstar Finance.  Every now and then a certain topic will tickle my fancy and break my bad case of writer’s block.  I came across one such thread on the WCI forums and thought it would make an interesting thought experiment.  At the very least […]

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Investing Rate: A Different Take on the Savings Rate

You know what I love about personal finance?  That it is actually PERSONAL.  While there are core concepts that are universal, you have the ability to fine tune and tweak certain things to fit your particular financial situation.  For instance, some people use budgets for managing their finances.  While I did use a budget when I started my financial journey, […]

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