Financial Update Jul 2017

Another month, another update. A few random comments. Good Reads/Listens/Watches I watched Lion and really enjoyed it. I had never heard of it before but found out about it through Justwatch, a great streaming filtering tool. Mike Piper, the Oblivious Investor, on why Vanguard’s Target Date Funds don’t use Admiral Shares (link). Moral of the … Read more

Financial Update June 2017

Another month, another update. A few random comments. Good Reads/Listens/Watches I watched “A Man Called Ove” and enjoyed it.  My wife thinks I am Ove; I agree. Life Past month has been crazy. Lots of travel. Little sleep. Hence the abbreviated update without much content. This month’s finances I’m most pleased with the low spending … Read more

Ask the Professor

I do a fair bit of financial mentoring for fun. I’d like to open this up to the readers of this blog. If you’d like me to publicly dissect and optimize your finances, send me an email at professorfrugal@gmail.com. I’ll make a blog post out of it so others can learn as well. In order for … Read more

Financial Update May 2017

Another month, another update. A few random comments. Good Reads/Listens/Watches Wisdom from Warren Buffett and Bill Gates: Recent: https://www.youtube.com/watch?v=1CCcheNC1sw Older: https://www.youtube.com/watch?v=pmwTqvu8LPA A WSJ reporter shares her infuriating experience of calling her financial advisor to figure out how much she was paying in fees (link). After a series of calls to different people (including company headquarters) … Read more

Net Worth Tracking Tool

A reader asked if I could make my financial update spreadsheet publicly available. Why not? It’s downloadable here: (link). How I update this every month in 5 minutes using Personal Capital: Extract balance sheet info from PC by carefully selecting relevant numbers, as shown below. Copy (paste special as values) into Sheet 2 at cell … Read more