Family Matters

While this entire website is something of a meditation on family, this post is a place for me to explore the topic in more depth. It has taken me a long time to recognize what an important role family holds over a lifetime. I think my evolving recognition is pretty typical, though it’s one of …

Investments, Part 3

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 …

Investments, Part 2

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 …

Investments, Part 1

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 …

Vacation Lessons Learned

Winter Break Category We almost always seek out a place to take a break, get some sun, and relax, sometime between January and March. Here’s a small collection of wisdom gained over multiple years of winter/spring breaks. With apologies for being Ugly Americans, our winter break vacations are not exercises in cultural appreciation. Barb (in …