Friday, December 25, 2015

Monthly Report: November 2015

Merry Christmas everyone!  The Christmas season is a time of cheer and giving.  My son slowly ripped open his present that we bought him, and he loved it!  He was completely mesmerized by the toy.  It's incredible the impact that one child's joy can have on a parent.  As tiring as parenting can be, it's totally worth it and I wouldn't trade it for the world.

I didn't get my monthly statement for Loyal3 until very recently, which is why there was a delay in me posting my monthly report for November.  Without further ado, below is the monthly report as of November 30, 2015:

Thursday, December 10, 2015

Saturday, December 5, 2015

Thursday, November 26, 2015

Monthly Report: October 2015

Happy Thanksgiving!  This is a day to celebrate and get together with loved ones and remember all the things we should be thankful for.  We all need to take a step back and count our blessings, especially considering the difficult circumstances others are facing in this world today.  I am so thankful to have a loving family, a wonderful wife, an adorable son, good health, a job, a roof over my head, food on the table, and clothes on my back.  I am very content with life.  And hopefully, I can aim to retire by 2041 via multiple streams of income.

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 October 31, 2015:

Sunday, November 22, 2015

Wednesday, October 14, 2015

Wednesday, October 7, 2015

Monthly Report: September 2015

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 September 30, 2015: