As 2005 got underway, we were in the midst of constructing the Pfefferkorn house, I was taking personal finance classes online and Allie was in fourth grade at Glenelg Country School. On January 13 we did something or other with Chris Garwood and her dog, Tallie. It’s possible that at this point Chris and Gerard …
Part eleven of my ongoing journal entries about life in the time of the 2020-2021 Covid-19 coronavirus pandemic. Previous posts: Part One (Jan-Mar, 2020). Part Two (April 2020). Part Three (May 2020). Part Four (June 2020). Part Five (July 2020). Part Six (August 2020). Part Seven (September 2020). Part Eight (October 2020). Part Nine (November …
Here is a summary of the financial lessons I’ve learned over my investment career. I feel like I’ve gone through a long learning curve and want to share some of my slowly learned advice. I couldn’t write this post of Lessons Learned until I did a detailed review of my investment history, starting here. I …
Part 3 of my financial education, covering 2004 – 2020. In early 2004, I decided to change course and shift most of my investments into low-fee index funds and exchange traded funds that followed the S&P 500 or other more specific indexes. Over the course of the year, I skinnied my portfolio down from 47 …
Part 2 of my financial education, covering 1995 – 2004. Nineteen-ninety five was a watershed year in our lives for a number of reasons, not least of which was the impending arrival of our little bundle of joy, Allie. It became a time of reassessing and organizing my life goals and financial plans. I started …
A review of my financial education, such as it’s been. I’ve split this topic into several posts (this one covers 1968 – 1994) and taken out some of the detail to make the story a little less obnoxious. My purpose for these posts is not to brag, but hopefully to educate. I feel like I’ve …
The third in the series of updates on the structure and background of this site. See my original post, “Why I’m Writing” from November 2017 and the first update from March 2019. I’m now three years into this project and figured it’s time for a status check on where things stand with this site. I’m …
Part ten of my ongoing journal entries about life in the time of the 2020 Covid-19 coronavirus pandemic. Previous posts: Part One (Jan-Mar, 2020). Part Two (April 2020). Part Three (May 2020). Part Four (June 2020). Part Five (July 2020). Part Six (August 2020). Part Seven (September 2020). Part Eight (October 2020). Part Nine (November …
My foray into financial planning. My decision to leave Spirent in 2003 and embark on a new career as a financial advisor was a culmination of a number of different factors. On any given day, one or another would be dominant, but it was an accumulation of them all that drove me to make a …
April – June, 2005: Getting everything finished. Tuesday, April 5, 2005 Pouring concrete for steps. April 7, 2005 The yard is graded for landscaping. Friday, April 8, 2005 Getting ready for painting. A look around the exterior. Monday, April 11, 2005 Painting underway and getting ready for walkways outside. Tuesday, April 12, 2005 Headway on …