If you follow business news at all you’d see an increase in tax inversion stories.  To put it simply tax inversion is when a United States company buys a foreign company and adopts the purchased company’s address to reduce taxes owed to Washington.  A screenshot from google’s search insights shows the increase interest in the
The pos
[…] Read more:  I am Not Sure How I Feel About the Recent Tax Inversion Activity

Wow the market will just not quit, huh?  This has to end and it is going to be an ugly place around the Evan household when it does!  Not because I will have to sell anything, but I am absolutely affected by loss aversion.  Loss Aversion is the idea that a $100 lost hurts more than
The post July 2014 Net Worth Update

Building on the basics of personal finance that I started talking about last week, one of the biggest changes that The Wife and I made years ago was agreeing that cash isn’t fungible.  It took some convincing on her part to prove to me that creating different cash and investment buckets for specific purposes and goals would
The post Is Cash Fungible? Do You Create Separate Bank Accounts for Goals?

I received an email yesterday from a reader named Jared that reminded me among my recent posts about investing and Buffett I may have been ignoring some basic tenets of personal finance.  Jared wrote me and asked, Evan,  First off, THANK YOU. Your blog has been wonderful to read and has been very useful to
The post What Should Someone Do After Paying Off All Consumer Debt? There is No Right Answer

Every month for the past two years I share my process to screen for undervalued dividend paying stocks that have increased their annual dividend payment for 20 or more years.  Considering the market has been hitting new intra-day highs almost on a weekly basis I was afraid that I was going to find nothing undervalued,
The post […] Read more:  June 2014 Dividend Research

Approximately 6 months ago I came up with a nonscientific plan for my 401(k).  At the time I felt that the market was reaching a high it had to come down from and I should put my contributions into cash rather than my balanced portfolio.  I would then allocate the cash reserves when the market
The post 6 Months Later How Has Meddling With my 401(k) Fared

I am not shy about discussing my dividend investment portfolio, however, that has not limited my recent fascination with all things Buffett (who as discussed below feels differently on the subject for Berkshire Hathaway).  As soon as I finished The Snowball: Warren Buffett and the Business of Life I immediately downloaded all of his shareholder letters.  If
[…] Read more:  Warren Buffett’s View on Dividend Policies and Paying a Dividend

With another month in the books I come back to the site to track how I have done.  While it is a positive number I think it is largely because of market gain versus responsible personal finances.  The past two months or so were harder than average on the old credit card.  I have been
The post June 2014 Net Worth Update

When I finished Warren Buffet’s authorized biography The Snowball: Warren Buffett and the Business of Life last month I knew I wasn’t done understanding all that is Buffett.  I immediately downloaded all of his shareholder letters.  If you are new to Buffett (beyond reading what other’s think he is thinking on investment sites) I would recommend re
[…] Read more:  There are Amazing Lessons in Warren Buffett’s Shareholder Letters Part Four

This isn’t going to be easy for me but I have to admit something to the readers of this blog that I am not proud of. I got caught up in something with a colleague from work and it has to stop the moment I hit publish on this post.  Recently, I have been using
The post Making a Financial Confession to All the Readers