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 …
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.
November – December, 2004: Exterior and interior framing, and getting a roof. We have the basics of a house in four months since groundbreaking. Monday, November 1, 2004 Allie and I stopped by after school. We have floors! Tuesday, November 2, 2004 We return the next day. We have the first of our walls. We …
September – October, 2004: Breaking ground, foundation. I started visiting the building site every few days to monitor progress. It was easy to swing by after dropping Allie off at school. Thursday, September 23, 2004 I stopped by to check on things. Not much had started yet other than the storm fencing was finished. Friday, …
Making the decision to build our house on Pfefferkorn Road. A confluence of factors sparked our decision to leave our house at Paddington Court and build a new home on Pfefferkorn Road. With some of the bonuses I earned in 2000 and 2001, we paid off our Paddington mortgage which seemed like a reasonable thing …
Barb, Allie and I ventured to the Duncan ancestral homeland. It was the first time there for Allie and Barb. For me, the trip followed some of the path of a vacation with Mom and Dad in 1974, but with more golf. We kicked around the idea of a family vacation to England and Scotland …
The three of us packed off on a trip to Hawaii: a full week on the Big Island in a condo at the Mauna Lani resort where Barb and I stayed in 1993. This was Allie’s first trip to Hawaii. We were eager to show her the best of our favorite island in the world…other …
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.
I’m not sure what we did for July 4, but Betsy sent along these photos of the Embreys visiting the beach in North Carolina, so they are accounted for. As evidence of the fact I was playing tennis, here’s a trophy I won for 4.0 Men’s Doubles from the Columbia Association’s Bastille Day tournament. I …