Today we have a guest post from Troy Bombardia. Troy runs a small hedge fund that’s closed to outside money. He uses a quantitative approach to invest in S&P 500 ETF’s. Find out more on his About page. I was a teenaged investor, and my finances survived the experience. In my first year of investing, I […]
Our motto here at John & Jane Doe is “Getting it Together Financially in the Prime of Life.” As that implies, even in my forties I’m still learning money best practices, and I have screw ups I want to share so that other people can avoid my mistakes.
With that in mind, I have a confession to make:
I have paid way too much in mutual fund fees, all because I took way too long to jump on the index fund train.
Jon and I both love dividend paying stocks, and we like to take our dividends and reinvest them. But we don’t do it the same way. I follow a traditional dividend reinvestment strategy, but Jon has his own quirky dividend reinvestment plan that works for him. They both have advantages and disadvantages, and while neither […]
Two weeks ago I wrote that voting shares was a great opportunity for shareholders to teach themselves a little about the companies whose stock they hold. One way to do this is to look through the proxy vote website to see what the company has to say about their preferred positions. Another way is to look through […]
When I was in my 20s, my mom gave me some Jefferson Pilot stock with the understanding that I was holding the stock for her in case she ever needed it. The stock was invested in a dividend reinvestment account, and every quarter I’d accumulate a few more shares. While I didn’t love the fact that […]
My investments can be a lot like my experiences with yoga. I have my preferred asset allocation, but life and market returns have a way of throwing that allocation out of balance. Then it’s time to breathe deeply and rebalance my portfolio.