Net Worth Update: 2024 Mid-Year Review

Welcome to another net worth update. I’ve been tracking and reporting my net worth twice a year for the past decade or so. It’s a good way to check on our financial progress and keep us on track with our goals. We’re at the stage of our journey where forces outside of our control can…

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Weekend Reading: Create Your Own Robo-Advisor Edition

Robo-advisors have been around for a decade and, while its promise to disrupt the traditional financial services model has so far fallen flat, the concept of an automatically rebalanced, low-cost portfolio of index funds is still incredibly sound. The investing landscape continues to evolve and when Vanguard introduced its suite of asset allocation ETFs in…

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