Great Returns & Market Observations

We had a nice sit down with our financial planner last week for our ‘annual check-up’.  As you can imagine, the update was very good given how well the markets have been doing, despite the pandemic.   I honestly believe that I couldn’t have been luckier to pull the trigger on retirement 5 years ago. Since then, the stock market has been on a tear, … Continue reading Great Returns & Market Observations

MegaCorp Affinity Waning

MegaCorp announced significant layoffs last week .. again. In fact, both of the Fortune 500 companies I worked for have had significant job cuts this year, despite weathering the pandemic pretty well in 2020. I am years away from the two MegaCorps now, but it is still tough to see colleagues let go after long careers. Combined, the two companies cut nearly 5K employees – … Continue reading MegaCorp Affinity Waning

Annual Portfolio Check Up

I spent yesterday – Memorial Day – getting ready for an upcoming meeting with our Financial Advisor. We’re sitting down Friday for the first time in more than a year. We usually meet and do a ‘check up’ one time a year, but last year we skipped it due to the CV19 pandemic. Before our annual meeting, I give him a summary document of all … Continue reading Annual Portfolio Check Up

Big Numbers, Little Numbers

Friends we know recently asked us, “How do you manage your finances as a couple?” My wife answered: “Big Numbers and Little Numbers.” That IS how we do it – she manages the household checkbook and monthly bills (little numbers). I manage investments and annual tracking (big numbers). It’s not about importance – they both are important. It’s just what we are good at. She … Continue reading Big Numbers, Little Numbers