When Stocks Keep Giving After You Have Sold Them

Over a year ago, I wrote this piece about how to go paperless. As a small aside in the post, I said: (I have been involved in some class action lawsuits regarding stock purchases made years ago, so I felt I should keep all my old brokerage statements.)  Class action lawsuits against companies are somewhat controversial. On the one hand, they do serve a valid purpose of holding companies accountable when they wrong a large number of people...

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Pie-Based Investing with M1 Finance

Pies are delicious and with the holidays approaching, I'm looking forward to the cornucopia of pies that my family seems to produce this time of year. Those pies do a great job expanding my waistline, but they don't do so well when it comes to expanding my financial accounts. Financial Pies  Enter M1 Finance. This innovative new way to invest combines the automation of robo-brokers with the flexibility and control of a traditional brokerage...

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Goal Update: End of September 2017

At the end of each month, I post an update of my goals, including a brief discussion of any notable events that might have occurred during the month. The latest month's figures can always be found under the Featured menu in the menu bar at the top of the blog. Last updated: End of September, 2017 Current value: $34,964 Change from last month: +$1,099 Percent of Goal:  32.15% Note that the funds in this account...

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