4 Steps to Understanding Trust Funds for Children

Evan’s Note: While I have written about how useful trusts are for children I thought it would be interesting to hear about Trusts from someone who is from a different country. We’ve all heard the jokes about trust funds and the recipients of them. Most of the time it’s the party boy or girl, who…Continue Reading

Attempting to Increase International Exposure – Consistent Dividend Payers

Every month I take the time to screen stocks for a purchase that month.  I have published my screening results for the past few years.  The very first test is whether they the company has maintained and increased their dividend for at least 20 years.  This is not an easy feat; of the 15,000+ publicly traded…Continue Reading

Past Wasn’t As Good As You Remember it…Trading Costs

Past Wasn’t As Good As You Remember it…Trading Costs

I was reading a recent post by Dividend Mantra titled, The Golden Age of Financial Independence, wherein he mentioned how inexpensive it is to invest in stocks & ETFs, and it reminded me about a recent conversation with my mother-in-law.   While my mother-in-law is an amazing, grandmother, mother and mother-in-law, she is one of those…Continue Reading

A Small Reminder about the Benefits of Dollar Cost Averaging

I have recently been in the process of consolidating some accounts.  First up was altering up our cash flow chart to better reflect our current situation.  Second, was bringing all of The Wife’s assets over to Fidelity.  Part of that was moving assets she had with me, as an investment advisor (not husband) at my broker-dealer, and…Continue Reading

What is a Value Trap?

As a self proclaimed value dividend investor I tend to read related articles, posts and books on the subject and I always see the term “value trap” but I never actually looked it up.  Upon reading a little bit of the term, it feels like I am inevitably going to fall into one day, but…Continue Reading

Happy 33rd Birthday to Evan

Every year since I started this blog I created a little post on my birthday.   I always enjoy taking a moment to re-read these yearly as it reminds me how much life has changed. My 27th Birthday Post – Personal finance wise I listed my original debt and how much I had paid off…Continue Reading