Monthly Archives: July 2017

A Closer Look at my Investment Portfolio

A closer look at my Investment Portfolio

This post will take a closer look at my investment portfolio in an effort to provide more context around my investment style. The purpose is not to influence your decision on investment options or to suggest you should follow my approach, instead, my intention is to share a strategy that I’m comfortable with and that has worked for me so far. Continue reading

5 Decisions that led to $3,500+ in Annual Savings

5 decisions that led to $3,500+ in Annual Savings

I strongly believe there is always room for optimization in Personal Finance (PF). This is true to both income and expenses; however, the latter continues to be my focus because is the one I can control and influence the most. Continue reading

Asset Allocation

Asset Allocation

One strategic approach to investing is to buy a particular mix of investments that you believe will provide the return you’re seeking at a level of risk you’re willing to take. This is what we refer to as asset allocation and is nothing more than bringing the concept of diversification into an investment strategy. Continue reading

How We Saved and Invested During the Holidays

How we Saved and Invested During the Holidays

So the 4th of July celebration has come to an end but now that we are back in Colorado I thought I’d take a break and share the story of our recent trip to The Texas Hill Country, and how we saved and invested during the holidays. Continue reading