WSJ Provides Some Nice Reminders about Investing

With the market hitting a new high almost weekly it was refreshing to see an article that I originally found in the Saturday edition of the WSJ (although it looks like it was reprinted with permission).  The article titled, “Sweet 16: Rules for Investors” by Morgan Housel reminds us of some fundamental truths during this… Continue Reading

Risky Investments and Recovering From a Substantial Stock Loss

Earlier this year I swore off gambling in the stock market, vowing to keep my investments just that, investments.  Well the investment club I am involved still has an appetite for it.  I actually don’t mind because this provides me with some exposure to that world without risking “my” money (yes, some of it is… Continue Reading

December 2014 Net Worth Update

I write this update on the night of my son’s 4th birthday.  It is almost unbelievable to me that I have a 4 year old! I know it such a cliche statement, but it is incredible how fast time flies.  I almost remember writing the post welcoming him to this world.  I know there is… Continue Reading

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