Wednesday, October 1, 2014

2014 Goals: Q3 Review

My goals for 2014 were pretty aggressive. I tried to challenge myself. Without lofty goals and huge dreams, what's the point? As a results-driven person, I've got to have a destination in mind to succeed. My goals are clear for this year (and the next few years) - to retire early by building up passive income. So how have I done so far this year on meeting my goals? See below:

Wednesday, September 17, 2014

New Portfolio Addition - Baby Girl

I'm really excited to announce a pending addition to my (family) portfolio - a baby girl! My wife and I decided to give having kids a whirl and had success. The baby is due in late March. My wife is a teacher, and as such, gets her summers off. We determined that having a baby would be best in the early spring time frame, so she could let her maternity leave extend right through the summer. We decided to give it a try this year and hope for the best, and luck was on our side!

Friday, August 1, 2014

Unexpected Mid-Year Raise and Recent Buys

My boss somberly called me into his office earlier this week and asked me to shut the door. GULP! Usually, such events are bad things. I racked my brain for things I'd done (and hadn't done) in the last few weeks hoping to find a reason for what I was about to hear...

Tuesday, July 1, 2014

2014 Goals: Mid-Year Review & Progress

My goals for 2014 were pretty aggressive. I tried to challenge myself. Without lofty goals and dreams, what's the point? As a results-driven person, I've got to have a destination in mind to succeed. My goals are clear for this year (and the next few years) - to retire early by building up passive income. So how have I done so far this year on meeting my goals? See below:

Wednesday, May 28, 2014

$10,000 of Forward Dividends and First $1,000/year Position

I've recently hit two major milestones in my investment/saving career. First, I've surpassed $10,000 of expected dividends in the coming 12 months. And second, I've achieved $1,000 per year of dividends from a single position.