DGI Adventure 06-19-17 – Day of Reckoning – ROTH Competition Update

Once per quarter Mrs. Wizard and I check in on our ROTH accounts and compare them on three metrics: Total Account Value Total Quarterly Return Total Return Whoever wins two out of three metrics wins the quarter. The loser has to clean the fish tank for the next three months. I started out $1,650 behind… Read More DGI Adventure 06-19-17 – Day of Reckoning – ROTH Competition Update

Ethics, Quants and Cold-Calling – Bloomberg

Ethics, Quants and Cold-Calling – Bloomberg “Are there investors who have rejected efficient low-cost robo-advisers but decided that really they just want their money managed by a coke-fueled cold-caller in suspenders, just as they have rejected mass-produced macrobrews in favor of cocktails produced by artisan bartenders in, also, suspenders?”

DGI Adventure 05-01-2017 Month in Review – April 2017

Tax month! We filed for an extension because we temporarily lost some stuff during the move and just didn’t feel like dealing with it. We paid estimated taxes though. Taxes suck. Fortunately most of our income producing investments are in tax-advantaged accounts. I didn’t write any posts in April because I’m a horrible blogger. I’m… Read More DGI Adventure 05-01-2017 Month in Review – April 2017