Author Archives: Evan

What Does it Mean to Buy Your Stocks Like Groceries?

I am in the middle of re-reading Benjamin Graham’s classic book, The Intelligent Investor, and I came across a quick blurb that I can’t stop thinking about (well maybe that is an exaggeration, but I l do really love the quote).  For the uninitiated, Benjamin Graham is basically the father of value investing.  He is

Wall Street Journal Reviews the Balance Sheet of the Wealthy and Upper Middle Class

A few years back I wrote a post highlighting the common traits I often saw on high net worth balance sheets on a weekly basis at my job.  It wasn’t scientific at all, but rather, anecdotal similarities I saw working as back office support in a financial and estate planning office.  Notwithstanding my 200 word

January 2015 Dividend Watch List

For the past few years I have been using a very specific screening process with only a few changes. Once or twice a month I refer to my “watch list” and determine stocks I should purchase in $500 or $1,000 lots.  My goal is to find undervalued companies that have been increasing dividends for the

January 2015 Net Worth Update

I can’t believe it has been 4 years since I started tracking my net worth.  I wasn’t (nor am I currently) providing my net worth, so what I decided to do was just assign myself a net worth of zero and then provide monthly updates thereafter tracking my growth.  For the most part it doesn’t provide

My 2015 Goals and Objectives

For the past few years I have laid out my goals and objectives (2009, 2010, 2011, 2012, 2013 and 2014), it provides me the opportunity to take an objective look one year (or many years) later to see if I accomplished what I set out to accomplish, or alternatively learned what become more important as

Reviewing My 2014 Goals and Objectives

Every year I have the opportunity to take a look at my goals and objectives post from the previous year to see my mindset a year ago and how I may have done with my goals and objectives at the time.  I think it really is an opportunity, because most people don’t have actually keep themselves accountable.