Tag: Financial Planning

Our investors have done well!

Our investors continue to gain on inflation! During the third quarter of 2017 our investors’ portfolios, in the aggregate have increased in value by 4.12%. The average annualized return for our investors during the past 5 years has been +5.31%. The precise rate of inflation during the past 5 years is not yet known, but a good estimate would be about… Read more →

About retirement…

The term I prefer is “financial independence.”  And the question is, “What does it take to be financially independent?”  It takes income.  Income which is sufficient to meet required outflows, and which is not dependent upon continued employment.  Please note that the attainment of some arbitrary age, such as 65, is not what is required.  Some folks are financially independent… Read more →