Friday, April 14, 2017

Why I Never Answer Calls from Investment Advisors

I got another call yesterday from one of the investment consultants at a brokerage firm that I have an account with. They seem to be calling me quite a bit lately. It seems almost every week I get a call from these financial experts across all three of my brokerage accounts.


They leave a message for me to call them back, but I never call them back. Normally, their message would be something like this:

"Hi xxxx, I'm an investor advisor/consultant at the brokerage and want to talk to you and start a close relationship and see how we can better understand the needs of our most valuable clients and better help you. I've been reviewing your account and I would really like to understand your goals and see how we can help you achieve those goals. I've so many years of experience in the financial industry and can help you get great returns or introduce you to other products at our firm. Please give me a call so we can setup some time to review your account and see what other products would make sense for your portfolio."


Sunday, April 2, 2017

My First Quarterly Investment Report for the Year 2017

I like to do a comprehensive evaluation of my investments at the end of each quarter to track my investment returns including dividends and dividend growth and all the buy/sell transactions I made during the quarter.

I also look back at any changes/improvements I may have made to my investment tracking system which includes tools and investment guidelines.

Therefore, as the first quarter (Q1) of 2017 has just ended, it is time to review how my portfolio has performed and what improvements I've made to my investment tracking system.

Monday, March 20, 2017

My Personal Activity Happiness Tracking


They say true happiness is found in doing things that you enjoy the most and least time spent on things you dislike. So, I went on an exercise to see what daily chores or activities I like or dislike and how they rank on my happiness score.



Happiness Score of 10 - I love it!
Happiness Score of 1 - I would rather go back to work (unretire) than do this.