Author Archives: Evan

May 2015 Net Worth Update

Starting in April (so, last month) I decided I was going to proactively do at least one thing to better my personal finance situation at the most basic of levels.  In April, I priced out and switched up my home and auto policies saving $1,000 a year for literally 20 mins worth of work.  That’s… Continue Reading

Buying Investment Property: Create an LLC or Do Business as an Individual?

  According to a survey conducted for The Wall Street Journal, limited liability corporations (LLC) or trusts purchase over one-fourth of all properties valued at $5 million or more. Once the property value exceeds $10 million, LLCs purchase the property nearly 100 percent of the time. In addition to protecting the owner’s personal assets in… Continue Reading

April 2015 Value Dividend Growth Portfolio Watch List

Once a month I manually screen for undervalued stocks that have paid an increasing dividend for at least 20 years.  The “increasing dividend” requirement actually eliminates about 95% of all US stocks leaving me with only approximately 150 companies to start applying valuation metrics.  But, before looking at future investments, I want to highlight my… Continue Reading