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Stock Market Indexes on the News

The media uses various data points to demonstrate the health of the economy and push their agenda. Sometimes it’s unemployment numbers, other times it’s the consumer confidence index (CCI), or, commonly, it’s a popular stock market index. If you’re an individual stock investor then you’re quite familiar with these indexes since they are displayed on […]

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Checking Your Investment Performance On Vanguard

I have a few accounts with Vanguard and because of the many transactions that I have on there, it’s sometimes hard to know what my investment performance is. Vanguard has a link where they tell you how to check your personal performance. I thought I would dive into a little more detail.   Investment Performance The […]

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Living Off Investment Income

The question comes up “So, are you living off investment income in retirement?” The term investment has evolved so much in my personal dictionary that it no longer covers only mutual funds and real estate. Though I hold both of those in my portfolio, the best investment I have made is in myself.   Current Investments My […]

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How To Evaluate Your Investment Performance

How do you know if your investment portfolio is performing well? What standards are you supposed to compare yourself to? Is there even a standard? Investment science relies on historical data much like medicine to make decisions and predict outcomes. As a patient if you have minimal exposure to smoking, alcohol, unhealthy foods, a sedentary […]

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Wealth Restructuring

Wealth restructuring is a way for you to enjoy the flexibility of your net worth and overcome the fear of being locked into a particular investment. In this post I want to talk about wealth restructuring. By this I mean, you can design your net worth any way you like. You can be invested in […]