net worth
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It was a little rocky throughout the month, but ultimately it was another steady climb up to new net worth and invested asset heights. When we got later in the year last year and I hadn’t dropped in the remaining $25k I intended to put in our brokerage, we decided to take $14k of that…
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I really spent a lot of time pondering how to structure this post. Normally, my year in review is just looking over our net worth spreadsheet, rambling the cliff notes to my husband, and calling it a day. This year was the first year that I closely tracked our spending, using the spreadsheet from this…
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So much for a Santa Rally! I suppose asking for a rally after a 24% YTD gain is pretty greedy, but it was still not the way I think most of us were hoping the end of the year would go. I’m still pondering how to organize the first full year of detailed expense-tracking I’ve…
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I had to double-check my numbers when updating my spreadsheet’s line item for my husband’s IRA – did it really increase by almost $3k in one month? It did, which was only shocking because I had forgotten how low the end of the previous month had ended. $2716 increase on a mid five figure balance…
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Well, the tide has receded from the high water mark of earlier this month (at its peak, I think our invested assets reached $1.08MM) and we’re back under a million in invested assets again. This leaves us open to celebrating a second (or third! or fourth!) time as we cross over that number, so it’s…
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I have a confession to make. A timely confession, given that this is being written on October 1st, after the close of the stock market. When recording my monthly net worth statement, I always start by entering the values as they stand on the last day of the month. I don’t “lock” those values in,…
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Well, we finally made it through fog of August and came out over $1.4MM officially. The stock vest I referenced in the last net worth update recovered almost $10/share by the time the actual vest event occurred, which was thrilling. My strategy is, and has always been, to sell immediately upon vest (as in –…
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I meant to post more last month, but between personal travel and work travel, there was only a week where I was not either recovering from a trip or preparing for one, so I suppose I’ll kick off this month and do a better job planning some of the topics I’ve had on my mind.…
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Another killer month. Last year, we went on a two week vacation to Italy at the end of the month of June, and came back to a substantial increase in our net worth despite the $20k or so we poured into the trip. I did not do a very good job not checking the markets…
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May was a much better month than April on the net worth front! Though we’ve backed off a bit from our mid-month (or so) peak, there was still some really good progress. I had to remind myself that a $10k gain my 401k is still great, when I found myself grouchy that I finished the…
Violet Sky 