Monthly Archives: July 2018


Sometimes to Save Money You Just Have to Ask

After complaining about Fidelity a month or two ago, I decided to actually do something about my annoyance.  I decided to reach out to my broker who handles all my options trading, TD Ameritrade, and move a tiny traditional IRA over.  Did Fidelity care? Absolutely not, but I was annoyed and it was a relatively seamless transfer.  To move anything else away from Fidelity would be way too much of a hassle, and again, Fidelity wouldn't even notice or care!  It was during my phone call with TD that I was reminded about a very simple personal finance move that is often ignored, To Save Money [...]

By |2018-07-23T23:06:29-04:00July 23rd, 2018|Personal Finance|1 Comment

You Shouldn’t Have a Professional Business with a Generic Email Address

I was dealing with another attorney the other day on a matter, and I was shocked when he gave me an email address that ended in (the old internet provider in the greater New York area).   As I am actively running one, I understand the restrictions of operating a one or two person law firm, but there is absolutely no excuse for you to have a generic email address like @optonline, @gmail,@verizon, or any other local carrier's domain. As soon as I thought about this I shot off a tweet about it, and as is the nature of twitter, I was [...]

By |2018-07-18T14:01:15-04:00July 18th, 2018|Random|1 Comment

July 2018 Dividend Watch List and Purchase

For the longest time I would create a watch list and then wait until the following month to write a post about which stock I bought and why.  After rethinking how I treat this account last week I am going to change it up going forward.  I never really waited between creating the watch list and making my purchase - I would write the post one night and then the next day buy my lot(s). My Screening Method for Under Valued Dividend Growth Stocks Earlier this year, I finished Tobias Carlisle's book, The Acquirer's Multiple, and decided to give the valuation method [...]

By |2018-07-17T14:48:12-04:00July 17th, 2018|Dividend Investment Portfolio|6 Comments

How to Decide Whether to Buy or Rent a Property

If you’re getting ready to move into your first home, or just relocating to somewhere new, there can be a lot of questions that you ask yourself at the beginning of the home searching process. One of the biggest things to consider can be whether you should be looking to buy or rent a place to live. Buying and renting can both come with pros and cons that make each option more or less suitable for different situations. You can make the best choice for your lifestyle by considering a few key points. Identify What Your Goals Are As with any major [...]

By |2018-07-17T15:53:26-04:00July 16th, 2018|real estate|0 Comments

Treating my Favorite Investment Account Like a Business

When I was doing a review of my 2018 Goals and Objectives last week I noticed a glaring failure on my part.  When I was creating my goals and objective for 2018, I remember specifically thinking that I wanted to treat my dividend account more like a business.  The account is not (yet) large in terms of my net worth, but I really believe I can turn it into a future income stream. To me, "treating it like a business," would mean increased record keeping and transparency (even if that is just to myself and my tens of readers).  Record keeping and [...]

By |2018-07-11T22:41:19-04:00July 11th, 2018|Dividend Investment Portfolio|0 Comments