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,…
Category: Investments
Investment
At the time of the time of this writing, the total stock market index is off by 17% from top to bottom. Multiple other indexes…
Answer: Yes! (Maybe the better question, what *don’t* you have an opinion on) I had a reader ask me specifically about my opinion on “multifamily…
The 2019 IRS Limits for Retirement Accounts were recently released and savers will be able to put away more than ever into various tax deferred…
I wrote a year ago about why I stopped saving Health Savings Account Receipts. We had accumulated a low five figure balance worth of HSA…
I was revisiting old posts from early in the blog and it has me reflecting on the rise and fall of Bitcoin and other cryptocurrencies. …
FIRE can be a controversial topic to the masses. Look at any of the comment sections on a featured article it’ll be full of the…
What is a Non Qualified Deferred Compensation Plan? These can also at times be referred to as a Supplemental Executive Retirement Plan. Our early retirement…
The third quarter is in the books for 2018, which is also the completion of the first third of my “work nine more months” plan. …
One of the never-ending debates in the finance community is should you or should you not payoff your mortgage? I’ve been hearing this debate since…