Jack Bogle, Vanguard, and a Legacy

Jack who? That would have been my reaction not too long ago. I had almost zero knowledge about investing. Wall Street and the stock market seemed like they belonged in a world that did not intersect with my own. Sure, I had some money in a retirement account and a taxable account, but I certainly…

Read More

Seeking Financial Advice Part 2

In Part 1, I discussed the first step before hiring a financial advisor: Dig deep and understand WHY you’re hiring them. Sounds so simple, but you would be surprised how often people choose financial advice without understanding how the industry really works. If you’re not clear about your own goals, you may find yourself wasting…

Read More

I Stand By FI(RE), And Why You Should, Too

“I hate it, I hate it, I hate it. I hate it.” Ah….the famous opening dialogue between Suze Orman and the podcast host Paula Pant. This was Suze’s response to the FIRE (financial independence, retire early) movement that has been gaining a lot of press lately. If you’d like to listen to the podcast episode…

Read More

My Financial Mistakes- And Why I Have No Regrets

I realized that I have yet to write a post dedicated to my financial mistakes. They are peppered throughout various other posts, but I thought I would go ahead and put them all in one place. Because who doesn’t like to re-live their mistakes and wallow in regret???? Actually, this post is dedicated to all…

Read More

Investing: Asset Allocation

You have decided to take the plunge and start investing. You’ve gotten over your fears about investing, realizing that if you want your money to grow, you’re going to have to take on some extra risk and invest your money. You’ve learned about stock market history and learned that it’s inherently volatile (so don’t be…

Read More

Ten Years- Reflecting back and looking into the future

On September 15, 2008, the fourth largest investment bank in the United States declared bankruptcy. Lehman Brothers, founded in 1850, was en route to its demise. Due to its risky investments in subprime mortgages, the company could no longer sustain itself. This behemoth firm, which had over $600 billion in assets AND over $600 billion…

Read More