As we approach then end of the year it will be open enrollment season at most employers. There is a wide array of plans available and each employers choices will vary from PPO, HMO and HDHP (High Deductible Health Plan). Ultimately the right plan for you will depend on your overall health. If you are…
Month: September 2022
September 26th stock purchases
The market keeps tumbling lower with a majority of equities at their 52 week low. Great time to pick up shares at a lower premium, who doesn’t like a sale? This week is a repeat of the previous week, I want to take advantage of UNP staying below my target price so I couldn’t pass…
September 19th stock purchases
All aboard the Dividend Train!!! There is no time like the present to add money into the market. After starting my after tax portfolio with a lump sum, I have been making additional purchases on a weekly basis. Approximately $250 of fresh capital is deployed each week into my current positions, I keep a list…
September 12th stock purchases
There is no time like the present to add money into the market. After starting my after tax portfolio with a lump sum, I have been making additional purchases on a weekly basis. Approximately $250 of fresh capital is deployed each week into my current positions, I keep a list of which positions currently offer…
What type of account should I open?
So you just landed your first job and want to start saving for your future or have been delaying retirement savings but are not sure where to start. There are choices to be made and we will break them down to better understand what path to take. The path can vary depending on your…
September 6th stock purchases
Having returned from vacation rejuvenated and ready to get back into my routine here is this weeks additions. There is no time like the present to add money into the market. After starting my after tax portfolio with a lump sum, I have been making additional purchases on a weekly basis. Approximately $250 of…
August 2022 Portfolio Update
August is in the rear view mirror, it continued the upward trajectory from July’s momentum but reversed coarse at the midpoint of the month. The Dow closed the month at 31,510.43 and the S&P finished at 3,955 both dropped -3.8%. Everything was going along smoothly until the Fed meeting and subsequent statement from Chairman Powell…