For as long as I can remember I have talked with friends and family about new and exciting business/investing ideas. The conversations always sounded similar with close buddies talking about either, how to get financially ahead in life or something the other person was so…
Thoughts before Calculating: So, financially, I did a good thing and a bad thing this month. I finally paid off the last of my law school loans. Was it the smartest of financial moves? probably not since they were at a low fixed interest but…
I have this uneasy feeling going into this month. I know that my debt and spending are up but I am pretty sure I am too far along this ride that the market uptick and natural debt repayment built into my amortization schedule will hide…
At the beginning of the year I came up with an intentional way to “reinvest” my naked put proceeds. The way I look at it is that I am taking some real risk selling naked puts, so any proceeds should be reinvested safely. In years…
I am a few days late in preparing my net worth update, and I know exactly why – I am not looking forward to it! Combine spending a ton (which is starting to feel like a theme here) with a flat to down market and…
One of my goals for 2024 was to review the random holdings in a few of my accounts. Last week I took a look at my small traditional IRA, and this week I am taking a look at my wife’s Roth IRA. Neither are huge…
One of my goals this year is to review my small traditional IRA, and now is as good of a time as any. My Traditional IRA was a mixture of holdings that were either the next “tip” or companies that caught my attention at one…
Thoughts before calculating: I have to be down this month. The Wife and I just paid for our big vacation this summer and it all went on credit card, so unless my investments cover the increased amex bill then I should be down this month….
Thoughts before calculating: I am going to be up this month, I don’t think by much, but absolutely up because the market has been up and to the right. When I update these I usually like to see both an asset accumulation (pun intended) increase…
In 2024 I want to take a moment, every month, to review my financial goals and objectives for the year to make sure I am on the path to meeting my goals (or obviously altering some behavior to get there). So, I figured I would…