Q1 Portfolio Review: Well that was a wild ride! Asset Allocation: As of March 31st, 2020, our portfolio was sitting at 95% Equities and 5%…

Today’s question comes from a conversation that I’ve repeated multiple times with readers.  What is the difference between investing in the REIT Index (VNQ) verses…

This week in March will be one everyone remembers.   Specifically for me this pandemic will be up there with my adult life events with…

It looks like February 2020 is going to deliver the price of admission for everyone owning the equity markets:  We’ve experienced a nice slow climb…

My favorite investor to follow is Howard Marks.  There’s some unique insight that can be taken from the works of most successful investors and I…

2019 was an incredible year for the market.    In the years leading up to quitting my employment, I agonized over leaving the comfort and…

Dividend and Interest income make up a portion of our investment return. While our ultimate goal is total return, dividends and interest represent returns paid…

Have you ever gone into the bank or received a loan from the bank and had them try to introduce you to their investment division?…

Dividends and interest make up part of our portfolio’s total return and we rely on the portfolio to support our living expenses. While we ultimately…