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Our Investment Plan: What We Do, What’s Changing, How We’ve Performed

A reader recently asked me to share my investment choices and portfolio breakdown. I’ll do this by sharing our investment policy statement (IPS). This includes our asset allocation, strategies to control investment fees and taxes, and plans for managing the portfolio. A well written IPS ties an investment plan together, marrying investments with a system …

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DIY Investing Resource #2: The Little Book of Common Sense Investing

The following post was originally published on Eat the Financial Elephant in February 2015, shortly after my wife and I dug out from under our past investing mistakes. I posted it as the second of the four most valuable resources that helped us go from feeling clueless to competent managing our investment portfolio. If you …

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