This week in March will be one everyone remembers. Specifically for me this pandemic will be up there with my adult life events with…
These are interesting times. As of the afternoon of March 11th, we have officially entered a bear market: The 20% drop in the total market…
“In like a lion, out like a lamb”. If that’s what March stands for, what does February stand for? For my investment portfolio, it meant…
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…
Today’s case study is from a friend who reached out to me for some help and analysis. For the purpose of the study, we’ll call…
December was an outstanding month for dividends and interest…..January was not. The first month of the quarter is always slower for dividends in our portfolio.…
Reader’s Question: I am 35 and Mrs. BTF is 33. We have an eighteen month old and a second on the way. We’ve been…
January was a great month – we spent most of it on the island of Maui as part of a three week trip. Like a…
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…
The following is a case study for a recurring series, Midpoint to FI. The goal of the Midpoint to FI is to feature case studies…