Monthly Archives: February 2014

I May be a Landlord by Year’s End

I have thought about owning rental property for a few years.  Other than in a goals and objectives post I never mentioned the desire on the blog, because it never felt like an actual possibility. The first problem is that the pure cost of purchasing an investment property on Long Island would be significant. I am… Continue Reading

Preparing for my Annual CPA Tax Meeting

Every year I take the opportunity of owning a personal finance blog to organize my thoughts and paperwork for my upcoming CPA meeting.  Could I do this in a word document? Sure, but why own a personal finance blog if I can’t ask others if they thought I missed anything. While my family’s income isn’t… Continue Reading

Adding Negative Correlation to Your Portfolio

2013 rewarded most equity investors. Backed by broad market strength, the Dow, S+P 500 and NASDAQ each neared record highs. Several economic indicators are fueling optimism in 2014, as well. Low interest rates are keeping borrowing costs down, allowing cheap access to capital for companies to expand. A weak U.S. Dollar allows American products to… Continue Reading

Taking a Look at My First 10-K Annual Report

I am absolutely embarrassed to admit I have never looked at a 10-K Annual Report.  Granted that is not even near the top 1000 embarrassing things I have admitted or done in my life, but considering my job, my blog and my active investments it may be number 2,032.  I was finally inspired to change that when… Continue Reading