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 …
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 …
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 …
Barb’s 2004 holiday office party was held December 16.
August 31, 2004 picnic at Centennial Park in Columbia. Barb will have to caption these.
Henry Goldberg retired from Barb’s office with much fanfare. There was a party at work on April 30 and then a few days later a dinner at El Tio Pepe in Baltimore. The celebration continued on May 4 with a dinner at the venerable El Tio Pepe restaurant in Baltimore.
Photos from Barb’s holiday office party, December 18, 2003.
In October 1997, Barb toted a camera to work (for Allie’s birthday party) and documented many of her colleagues in their natural habitats.
Helaine Fingold and Joel Tonari, former colleagues of Barb’s, got married in the summer of 1997. Barb had something of a hand in getting them together in the first place, I believe. Barb hosted a wedding shower for Helaine at our house. I don’t know most of the people, but here they are, for the …