Archived entries posted in "Portfolio"

Keep your investments separate for different goals -

Hey, looks like you’re new here! I blog about money. Saving, investing, insuring, getting, and using it! See my “about me” page for more info! To keep up to date, you may want to subscribe to my RSS feed or get the blog in your email! Thanks for stopping by!
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Why is it so taboo to talk about salary and compensation?

Photo by: takashy
How is it that when we can readily see public sector and professional athletes salaries on the web and not bat an eye at it. I’m sure they discuss these things over caviar all the time and it isn’t that big of a deal; but why does middle class America think […]

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Weekly Roundup #12 (January 12, 2008)

Welcome to 2008 - hope the new year treated you all well. I’m working on a project to revamp the site with Jon Phillips and should have at least a rough draft here in the next few weeks. I like this design, but he’s let me know there are a handful of things that need […]

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Why don’t people share their knowledge at work?

Photo by: edwardyanquen
I’m sure it has to do with the “old school” way of thinking that people would be more valuable to the team if THEY were the sole keepers of the information on a system. Before Al Gore invented the internet (cough, cough), knowledge wasn’t so readily available. PEOPLE were the knowledge. They didn’t […]

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How did I decide on a 529 plan for my kids?

Photo by: soldiersmediacenter Well, honestly, I didn’t. My mother picked them out for the girls under her name for a Christmas present in 2006. She lives in Montana and her investment rep told her that she would be best suited to buy through him as he’d “pick the best plans for her”, […]

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Weekly Roundup #11 (January 5, 2008)

Photo by: tloe
I came down with a cold this week, and the site hit its CPU utilization threshold about 4 or 5 times, so the site was in some trouble, but I’ve found a Wordpress guru named Jon Phillips who has been very helpful thus far; and we may even be looking to revamp […]

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Networth update January 1, 2008 (+2.02%)

Looks like I’m starting off the new year relatively clean; up 2.02% from December 2007. The house is still flailing a bit and my bet that Dodge & Cox (DODFX) would payoff for my new 401k allocation - The wifes 401k, on the other hand, stayed in REREX and the ol’ target fund TRRDX […]

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Weekly Roundup #10 (December 31, 2007)

Photo by: spacepleb
It’s finally the end of 2007, where did it go? How did your finances do this year?1. AllFinancialMatters let us know how to rebalance a portfolio come end of year. I don’t have those assets there, but the idea of rebalancing index at end of year makes perfect “cents”.
2. […]

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Weekly Roundup #10 (December 30, 2007)

Photo by: spacepleb
It’s finally the end of 2007, where did it go? How did your finances do this year?1. AllFinancialMatters let us know how to rebalance a portfolio come end of year. I don’t have those assets there, but the idea of rebalancing index at end of year makes perfect “cents”.
2. […]

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Goodbye to my Universal Life Insurance from Hartford mutual

Photo by: dave mcmtSo I’ve done it - after debating for about 2 months and trying to convince myself that I DIDN’T make a bad investment in getting in on this, I’ve come to my senses. I admit it, I made a bad mistake 5 years ago to purchase my Hartford Life Universal […]

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