Spring has sprung! At this time of year, we love swinging downtown to check out the cherry blossoms. However, this year with the pandemic in play, we may skip our annual tradition. Here’s a picture from last year’s blossom excursion: Despite paying zero attention to organized sports, I did fill out an NCAA March Madness… Continue reading March 2021 Update
I finished 63 books in 2020, three more than 2019 but eleven fewer than 2018. Of those 63, only two of them were physical, paper books. Twenty five of them were audio books, but the remaining thirty six were on my Kindle Paperwhite. I love my Paperwhite. It’s my second e-ink Kindle, replacing my Kindle… Continue reading I love my Kindle Paperwhite
There’s no shortage of market pundits predicting impending doom. The current trend of prophecy is pointing to astronomical price-to-earnings ratios and how calamity ensued the last time this happened. If I’m an investor with a lump sum to invest, what do I do? The last thing I want to do is drop it in an… Continue reading Which is the winner? Lump sum investing or dollar cost averaging?
Last October, I shared my target allocations in my tax loss harvesting update. In this post, I thought I’d provide some financial voyeuristic fodder and share what my current allocations, as well as what investments I have in my portfolio. Tax-Advantaged and Taxable Allocations I break out my allocations between my tax-advantaged accounts (workplace 401(k),… Continue reading What’s in my portfolio?