The third quarter was an eventful past three months for the Shirts retirement portfolio. I was able to extract my old 401k into Fidelity and…
Category: Investments
Investment
A question I received a number of times over the last year has been “Can you give me advice with my investments?” Leaving my job…
I recently picked up a copy of Mastering the Market Cycle by Howard Marks from my local library after receiving multiple recommendations on reading. I’ll…
Now that we have left our jobs and declared early retirement, it is time to put our drawdown strategy into action. So what does this…
The first quarter of 2019 was a great quarter, not just because I delivered my retirement notice, but also because the market rebounded from its…
March 2019 is going to be a busy month! We are two weeks away from the news being out about the change. I’ll be posting…
If you’ve ever bought a stock or mutual fund, this question will eventually come up: Should I Reinvest Dividends? (and Capital Gains for Mutual Funds).…
Introduction to Rewards Credit Cards I first stumbled across travel rewards while in college. I had little bit of credit and was able to…
“When the bear rears its ugly head, throw cash at it until it goes away” – Anonymous. 2018 has come to a close and I…
The Investment Policy Statement: The written document between a portfolio manager and an investor outlining the investor’s goals and risk tolerances. As a do-it-yourself investor,…