On January 6, 2009, Barb’s office held a big retirement party for Jeff Golland, one of Barb’s longtime co-attorneys. I didn’t know Jeff well, only meeting him a few times, but he was bright and personable. Sometime after his retirement, we helped film his audition for the Survivor TV show. He didn’t get selected but …
As noted in the post about my years bouncing between AIPT, WHD Planning and Live in HoCo, the financial crisis of 2007-2008 did a number on my confidence in our family’s (and nation’s) financial situation. I was 50 years old and didn’t need to make much to safely glide into my full retirement years/funds but …
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 …
Here is a collection of our holiday letters over the years, for those keeping track. Some years are missing, either because we didn’t do a letter or I don’t have an electronic copy. Some Memories of 2024 Some Memories of 2023 Some Memories of 2022 Some Memories of 2021 Some Memories of 2020 Some Memories …