I am staying in a mountain house with a few couples, my pregnant wife and fours kids ranging from 8 months to 2 years old. So, my New Year’s Day is far from quiet, in fact it is downright loud and completely crazy. I would say it is crazier in this house then my college dorm, which I can assure you, was total mayhem. However, watching …Read more…
A “Fund of Funds” or “FOF” is an investment structure that invests in a portfolio of other investment funds rather than holding direct investments in stocks, bonds and other assets. The idea is that as an investor you can make a single investment in a Fund of Fund, while receiving the diversification benefits associated with investing in several different investment funds. Below is a chart which shows the typical structure of a Fund of Funds. [Read More...]
Holy Crap!, my wife is pregnant and life is about to change BIG TIME!
My head is spinning, primal hunter/gatherer instincts are setting in. Find food and water, secure shelter, wrestle beasts, protect the family! Time to review our behavior and make some financial changes ASAP…
Immediate thoughts in my head:
Batten down the hatches
Hoist the main sail
Build cash reserves and liquidity
[Read More...]
#1 I was quoted, I was quoted!! Check out this article by Jon the Saver at FreeMoneyWisdom.com: Money Tips from 49 Personal Finance Bloggers My Quote: “When developing a savings plan keep it simple. As soon…..” [Read More] #2 Bonus Net Worth Protect was also featured in TotallyMoney Carnival #44: Thanksgiving Edition! Neo presents How to Use REIT Investments in Your Portfolio to Build …Read more…
NWP Model Investment Portfolio Update: This week my portfolio generated a return of -3.0% compared to the S&P500 index, which returned 2.5% over the same period. However, since inception (9/23/11) the NWP Portfolio has generated a return of 12.4% outperforming the S&P 500 index by 2.1%. The S&P500 returned 10.3% over the same period. Winners: This week my winners were in my fixed-income ETFs, particularly …Read more…
Recently I sat down to think of possible improvements that I can make that will enhance the performance of my retirement investment portfolio. Like most people, I have significant exposure to the greater U.S. equity markets with approximately 45% of my portfolio invested in large capitalization equities, which are components of the S&P 500 Index. The S&P 500 Index tracks the combined performance of …Read more…
Today’s post, “Simple and Successful Budgeting” is part 4 of our 5-part blog series titled, “5 Key Planning Steps to Ensure Financial Freedom“. Here is the table of contents and posting schedule: Date Upcoming Articles August 22, 2011 Know Your Starting Point August 29, 2011 Define Your Personal Goals September 5, 2011 Calculate Your Financial Freedom Numbers September 12, 2011 Simple and Successful Budgeting …Read more…
Today’s post, “Calculate Your Financial Freedom Numbers” is part 3 of our 5-part blog series titled, “5 Key Planning Steps to Ensure Financial Freedom“. Each Monday we will release the next post in this mini-series. Here is the table of contents and posting schedule: Date Upcoming Articles August 22, 2011 Know Your Starting Point August 29, 2011 Define Your Personal Goals September 5, 2011 …Read more…
Recent Comments
April 23, 2013 (9:46) My 2012 Financial and Life Goals; The Year of 10 Today, I went to the beach with my kids. I found a sea shell and gave it...
April 23, 2013 (9:43) Build Wealth, Live Happy and Keep Your Head on Straight Fantastic beat ! I would like to apprentice while you amend your web s...
April 22, 2013 (9:22) My 2012 Financial and Life Goals; The Year of 10 Hi there I am so excited I found your weblog, I really found you by ac...
April 22, 2013 (9:20) Build Wealth, Live Happy and Keep Your Head on Straight I all the time used to study paragraph in news papers but now as I am a ...
April 22, 2013 (2:31) My 2012 Financial and Life Goals; The Year of 10 I'll immediately snatch your rss feed as I can't find your email subscri...