Just tidbits about money and finance.
From the category archives:
I think I’m finally done messing with my stock portfolio for a while. It’s only my IRA account and so all the active trading I was doing will cease for a while. I haven’t included my old ESPP account here at all (which has had a 30% gain.)
I’m holding onto:
AMAT
BRKB
C
GE
GME
INTC
KO
NWL
QCOM
PG
TSM
TXN
As you can see, I am [...]
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The Wall Street Journal featured an article about retirement accounts rebounding.
If you’ve looked at your investments lately, you might be surprised at how much they have rebounded as the Dow Jones Industrial Average has climbed back above 10000, especially if you’ve got a healthy mix of stocks and bonds and you’ve continued to make new [...]
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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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Now that I covered the non-financial side of my departure from my last job, I will cover the financial side as much as I can. Every place is different. Each time is different but I hope I can offer you something here for your next transition.
The first thing is that I was leaving around the [...]
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Per the commenters on my dental financing post, I needed to look into IRA contributions more carefully. Without getting too specific about what I make in income, I am hitting to the phase out point. Over the last few years, the contribution rules have changed and apparently, I’m behind the times. I needed to do [...]
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