Just tidbits about money and finance.
From the category archives:
I am not an investment genius. I think I am a diligent saver.
My 401k is up 16% for the year. But last year it was down, some 37%.
Yes, the market has rebounded a bit, true. But saving regularly into a down stock market has produced these results.
I’m also exploring a more balanced portfolio of stocks [...]
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This is the second part of my realization that I needed professional help with my investing.
In the first part, I wrote about my company’s benefit policy which offers me a 401k plan for retirement and a financial advising service. After my first session, the adviser prepared an investment report for me.
During my second session, the [...]
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My company has some rockin’ benefits. They make personal finance coaches available to employees to cover a range of topics, including debt reduction, budgeting, saving, retirement planning, insurance, and portfolio management.
I’ve been with my company for just over a year and a participant in the 401k plan for about 12 months. I have been buying [...]
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With the closing of my old 401k plan and the purchase of BRKB, I’ve had to rethink my entire portfolio allocation.
I was overexposed to international stuff before, like 50+% of the old 401k plan. The remaining money was in either an S&P500 index fund or a domestic large cap fund. Either way, all of it [...]
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Risk? We all take risks. We like to leave the house and get out and about don’t we? But how do we measure our risk? Generally we can balance our risk in driving a car by getting automobile insurance. I wish I could say the same about investments.
We all take on risk when we invest. [...]
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