Archive for December 2022
My Investing And Trading Activity This Year
Investors face countless distractions every year. Whether it’s fear of missing out on this year’s top performing asset, or fear of your existing portfolio losing money, these distractions are designed to make you want to take action (and likely part you from your money). Meanwhile, a successful investment plan is all about setting up a…
Read MoreWeekend Reading: Happy Holidays Edition
Welcome to another edition of Weekend Reading! I’m on holidays but I wanted to share a quick update and thank you to all of my readers and clients for your support this year. I started this blog back in 2010 during what I’d call the height of popularity for personal finance blogs. Today, the preferred…
Read MoreHow To Think About Retirement Planning
We all need to think about retirement planning at some point in our lives. Relying on rules of thumb like saving 10% of your income or withdrawing 4% of your savings can get you part way there. But it’s also important to think about what retirement will look like for you. When will you retire?…
Read MoreWeekend Reading: Personal Inflation Rate Edition
Inflation. It’s on everyone’s mind as the cost of goods and services have been on the rise since early 2021. The Consumer Price Index (CPI) measures changes in the cost of a fixed basket of goods over time, including food, shelter, transportation, furniture, clothing, and recreation. While inflation may have peaked in June of this…
Read MoreMy 2023 Financial Goals
It’s safe to say that 2022 did not go according to plan. On a macro level we had stubbornly high inflation, rapidly rising interest rates, and falling stock and bond prices. Personally, we managed to execute our revenge travel plans with a week in Maui, three-and-a-half weeks in Italy, three-and-a-half weeks in the U.K, and…
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