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Author: JJ

A Closer Look at Our Investment Portfolio

A Closer Look at Our Investment Portfolio

This post will take a closer look at our investment portfolio. The purpose is not to influence your decision on investment options or to suggest you should follow our approach. The intention is to share a strategy that we’re comfortable with and works for us.

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The Bad, The Ugly and The Beautiful Surprises

The Bad, The Ugly and The Beautiful Surprises

This past week has been an interesting one. I was fortunate to have an employer who not only supported but mandated all employees staying and working from home. I’ve been a big fan of being able to work from home but this week things got real.

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How We’re Navigating Market Volatility

How We’re Navigating Market Volatility

So it’s being a crazy couple of weeks. News around the Coronavirus are all over the place. The market is a rollercoaster on its way down. Russia and the Saudis are playing heads up and the question is how long the bluffing will last. Meanwhile, the US Oil & Gas sector continues to take a punch.

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A Surprising Experience at Scottsdale, AZ

A Surprising Experience at Scottsdale, AZ

This is the fifth installment of a Travel Series I decided to start with the intent to share information about places we’ve been to and ways to minimize expenses using travel hacking strategies. Traveling can get expensive but if you’re flexible, plan in advance, and do a little bit of research, you’ll be surprised by how affordable it can be.

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Our Savings Rate in 2019

Our Savings Rate in 2019

The holiday season just came to an end and it feels like the right time to go back and evaluate how well we did in the year that just passed. Both my wife and I set personal and professional goals at the beginning of the year but if there is one thing we also look forward to is calculating our annual savings rate.

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Seattle: Our Top Destination in 2019

Seattle: Our Top Destination in 2019

This is the fourth installment of a Travel Series I decided to start with the intent to share information about places we’ve been to and ways to minimize expenses using travel hacking strategies. Traveling can get expensive but if you’re flexible, plan in advance, and do a little bit of due diligence, you’ll be surprised by how affordable it can be.

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Moving a Taxable Account from Betterment to Vanguard

Moving a Taxable Account from Betterment to Vanguard

Betterment is a great option for those looking to start investing in the stock market. They make investing easier, affordable, and completely hands-off. They create portfolios tailored to your risk tolerance investing in passively managed Index Funds to keep your costs as low as possible.

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