Author Archives: Evan

What is Sequence of Return Risk? How to Minimize that Risk

Sequence of return risk is an often overlooked part of retirement, regardless of whether we are discussing a traditional retirement or early financial independence.  Long term growth rates of diversified properly allocated investments only tell a part of the story.  It is the sequence of those returns that tell the rest. What is Sequence of

The Wife and I are Expecting a Daughter!

Two months ago I announced on here that The Wife and I were expecting our second child.  I even shared the cutest (yeah, I am biased) video of my son finding out: Well we found out on Friday that this one will be a daughter! Beyond the nerves of dealing with a healthy pregnancy, I

May 2014 Dividend Research

For the first time in a year or two I didn’t create a dividend watch list.  It wasn’t because I forgot, but rather, I decided to move my research to the beginning of the month rather than the middle so that gave me a gap in time.  Since my last update in March, I purchased:

May 2014 Net Worth Update

I selfishly come back to this site a day or two after a new month to update and share my net worth growth (or loss).  Why is it selfish? I don’t think readers other than the few who, have taken a vested interest in my success, get a whole lot out of these net worth

There are Amazing Lessons in Warren Buffett’s Shareholder Letters Part Three

When I finished Warren Buffet’s authorized biography The Snowball: Warren Buffett and the Business of Life last month I knew I wasn’t done delving into all that is Buffett.  I immediately downloaded all of his shareholder letters.  If you are new to Buffett (beyond reading what other’s think he is thinking on investment sites) I would recommend

Why Would Anyone Own a Money Market Account?

I was reviewing a client file the other day when I saw a line item on their balance sheet that I don’t often see today – a sizable money market account.  It may be a product of the unprecedented interest rate environment we are currently living it, but I am not sure why anyone has