Taxes. Oh taxes how I loathe you. Last year in 2016 for 2015’s tax year, you got the best of me and received a nice check at the last day possible. After that moment in Mid-April of 2016, I did not want to go down that path again. I therefore, did y researched, spent time soul-searching for days, weeks and months to come to a plan. Finally, I will say this – I believe this year I kicked Uncle Sam’s ass, and I will show you how!
Category Archives: Investing Topics
Idle Cash Sitting Under the Couch Cushion
The title alone to the article makes me mad! It has been over 2 straight months of no additional stock or investment purchase and it is very puzzling but easy to understand why at the same time. Each stock I analyze either has a just a tad high price to earnings ratio, or the debt I am considering to pay down just doesn’t make as much sense based on the pure numbers. What’s a guy to do? See why I am sitting on Idle Cash and it’s building under the cushion of my couch at this moment! Plus – see potential ideas/moves for the idle cash I have.
No Choice but to Roth
Hello everyone! I know the article title may seem puzzling, trust me, as I didn’t like typing that phrase out myself. However, there are certain things that you “know” when starting the year, that you may struggle to come to light with, when it comes to your finances and this happens to be one of them. Obviously this isn’t a purely negative article, but it’s something I have had to come to light with – if I want to contribute to an IRA account this year, no matter what, I have to do a portion into my roth account. Find out why below! Continue reading
Should I Sell Schlumberger (SLB)?
This morning, I was updating my portfolio sipping on a nice, warm cup of coffee updating my portfolio with all the madness/dividend income that has trickled in so far in March. There is a reason why the third quarter of the month is everyone’s favorite dividend month, right? After re-reading Lanny’s article about updating you portfolio’s P/E Ratio on a regular basis, I became inspired to review one of the stocks that I have considered selling for a while now. I’ve been debating if the stock still fits the characteristics I look for in a dividend growth stock, so I thought today would be a perfect day to re-run Schlumberger (SLB) through the Dividend Diplomats Stock Screener and see if action is necessary.
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Milestones is part of being a Dividend Investor
Hello everyone! Bert and I are staring at the finish line of our busy season right now, but we are still trying to pump out articles when we can. What better things that get us pumped up then hitting milestones with our investing that we do. We know how excited each and everyone one of us gets when we hit a new milestone. However, I don’t think anyone has really stopped to think and has said – being a dividend investor brings a plentiful milestones along the way. Check out what I’m talking about.
Watching My Portfolio Cruise Past $100k
This post has been a long time coming. Part of the reason I have waited so long to publish the fact that my individual portfolio has crossed the $100k mark is that i wanted to make sure that I was past this mark permanently. Well, I finally reached that point last week and wanted to share with all of you that I had finally crossed $100k and am staring comfortably at a six figure individual stock portfolio. I wanted to share some thoughts and observations from my journey to $100k with all of you
Lanny’s Automatic Dividend Investment Strategy
That’s right I am back at it again folks! Just when you thought that everything can be strategized and plotted out on a map, until you come to this site and realize – you can go deeper, simpler, easier and automatic. I am trying to make this investing journey an automated process as much as possible, as then you can allow yourself to focus on going forward, the everyday variables, planning further with the future and enjoying more of the moment now.
