Unfortunately, this year was a disappointing repeat of last year (Year End Financial Results 2023), so not much of an update. My investment results were actually 1% better in 2023. So, since my portfolio didn’t match the performance of the typical S&P 500 index ETF, I actually slipped a bit compared to most of my… Continue reading Year End Financial Results 2024
Category: Finance
Basic Strategies to Grow Wealth
Let’s delve into the financial strategies that differentiate the wealthy from the middle class when it comes to acquiring assets. In summary, moving from the middle class to a wealthier class involves having a paycheck and a multiple income streams. The key lies in buying income-producing assets first and indulging in luxury items later. It’s… Continue reading Basic Strategies to Grow Wealth
Year End Financial Results 2023
At the end of 2022, I called out that 2023 was going to be rough for me, and it was. While most of my friends had market gains of over 25%, I was up only a bit over 15%. For those that might be curious, I had a few financial institution stocks that were hit… Continue reading Year End Financial Results 2023
Year End Financial Results 2022
Not much changed from the end of the 2021 post: Year End Financial Results 2021 Mid-summer, I did go to Maui for the first time ever, but after coming back from that vacation (which was great), I got hit with very bad family issues that I’m not going to talk about. In fact, from a… Continue reading Year End Financial Results 2022