How Can You Profit From an IPO?

How can you profit from an IPO? An IPO can present an opportunity for an investor to make huge returns. But you could also see a huge loss. Sifting through the sea of IPO offerings can be daunting. Here are a few tips to help you pick a wining investment. What is an IPO? An […]

New Year, New Financial Opportunities

This is my first post of the new year. 2021 was good to me, but I know that it was a struggle for others. I have been fortunate to have been working throughout the past year and for the duration of the pandemic. I have my debts paid off and have been consistently saving and […]

Three Reasons to Hold a Stock for One Year

What are three reasons to hold a stock for one year? There are just as many reasons to hold a stock as there is to sell a stock, but here are three of the main reasons to hang onto your investment for at least one year. Taxes One of the first thing that comes to […]

Year End Update, 2021

It’s almost Christmas, and I have been busy with family and gift exchanging. The markets are in turmoil over Omicron and interest rates, but my finances are looking strong as 2021 draws to a close. Here is a quick year end update. Finances 2021 was a good year for my portfolio. In fact, my overall […]

When is the Perfect Time to Sell an RSU?

When is the perfect time to sell an RSU? An RSU, or restricted stock unit, is a form of stock-based compensation. They are typically issued to employees through a vesting schedule. If you receive this form of compensation, then you will probably be asking when you should cash them in. Here is a look at […]

December 2021 Personal Financial Update

Here is a personal financial update for December 2021. It’s been a good year. My wealth continues to increase, and my debt continues to drop. I’ve been Christmas shopping and planning for the upcoming year. Wealth Building and Debt Paydown My portfolio has grown around 15% for 2021, and it is currently hovering near a […]

A Productive Weekend at the Rental Cottage

We had a productive weekend at the rental cottage. Gravel was delivered to make a driveway, and the locks on the entry doors were changed. There is still a lot to do, but we are making progress. Work Weekend The purpose of heading to the cottage was to get some work done before the weather […]

Is Spousal Consent Required for Approving Loans?

Is spousal consent required for approving loans? Well, there is no one size fits all answer to that question. Generally, the answer is yes, but the better answer is that it depends. Let’s look a little deeper. The Legal Partnership of Marriage Marriage is a legal partnership that has far reaching implications. Everything from legal […]

November Update

Here is a November update. The start of the month has been productive so far. We finished the bedframe that I built and took it to our camp. We did a few projects at the rental property, and we had some trees cut down at our cabin. Projects Completed November has seen a few jobs […]

What are the Three D’s of Real Estate?

What are the three D’s of real estate? The three D’s are death, divorce, and debt. From the perspective of real estate agents and investors these are the three main reasons as to why people sell their homes. There are obviously others, but these three main factors tend to stand out. Here is a more […]