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’tContinue 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 toContinue 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 whenContinue Reading