Wednesday, June 21, 2017

Bought: GWW

Happy first day of summer everyone!  Life has been pretty busy for me, but it's also been really fun and exciting.  I've been trying to find a balance between being frugal to save up money to invest aggressively, while also enjoying life along the way.  Recently, I've been reminded how quickly time flies by (there's no greater reminder than seeing how fast your children grow up), and I want to make sure I don't let it pass me by being frugal all the time.  Life is more than just saving aggressively to reach early financial independence or retire as early as possible.  It's also about living life.  I want to create memories with my family and have something to look back on; hopefully, when my kids grow up and they reminisce on their childhood, it will be nothing but positive and happy memories.  So yea, that pretty much sums up where my head space has been at recently -- trying to find that delicate balance between saving aggressively and spending money to live a little.

Tuesday, June 20, 2017

Monthly Report: April 2017

I post an update every month on the taxable dividend income I receive in my brokerage accounts, the non-taxable dividends I receive from my Roth IRA accounts, the market value of my taxable brokerage accounts, the market value of my Roth IRA accounts, the market value of my 401(k) account, and my savings rate.

Below is the monthly report as of April 30, 2017:

Monday, June 19, 2017

Sold On Loyal3: KO, VFC

I have sold off all my remaining positions on Loyal3 since I have consolidated all my stocks.  I also made the right decision to exit out of Loyal3 since they decided to use a new platform which would be charging a fixed fee every month to make free trades.