Introducing A New Visual Way To Invest

When analyzing stocks we are constantly searching for new and innovative ways to gather information and gain insight into a potential buy. Typically, we scour through dozens of income statements and balance sheets while looking at historical charts and graphs all in an effort to make sense of the data collected. Wouldn’t it be nice … Read more

Building A Financial Safety Net: My Real World Experience

Recently I was asked to share my personal experiences regarding my opinion on achieving financial success. While being a very broad question that has different meanings and answers for specific individuals, I can summarize the answer to this question in one word, ‘time.’   There’s little debate that time is the ally of anyone seeking … Read more

Dividend Portfolio Sector Allocation May 2015

Every few months I like to take a look at my portfolio holdings and examine my overall sector allocations to see if they meet my comfort level as to how my capital is distributed. As we all know, market forces affect certain sectors at different times throughout business cycles which can often throw many portfolio … Read more

Dividend Portfolio Sector Allocation February 2015

Every few months like I like post updates regarding my taxable and ROTH account holdings and outline my sector diversification. I find these updates every few months to be vital in assessing my comfort level in owning stocks in specific sectors that I feel have the best chance for growth and dividend stability ten, twenty … Read more