Tag Archives | Loyal3

December 2016 Received vs Projected Monthly

Investment Income Updates – Q1 Through Q4 2016

Investment Income Update For Q1 2016 The investment income page on my blog has been updated as of the 31st of March 2016. This page outlines my portfolio of taxable investments and the income they generate on a yearly and average monthly basis. Click here to access all previous monthly income updates. If you’re a […]

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Source: Wikipedia Commons

What Are The Most Undervalued Dividend Aristocrats?

Today’s post introduces a new resource that I put together for dividend investors called the Dividend Aristocrats Best Value Rankings. It’s a quick and easy starting point to begin your dividend growth investing research. The rankings are free to use, so click on over and let me know what you think. Curious what company tops the list […]

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December 2015 Received vs Projected Monthly

Investment Income Updates – January 2015 through December 2015

January 2015 The investment Income/Portfolio page on my blog has been updated as of January 31st, 2015. This page outlines my portfolio of taxable investments and the income they generate on a yearly and average monthly basis. Also included is a chart with a historical look at my investment income since October 2003. January is typically […]

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Goals and Resolutions (Inspired By My Kids)

Happy New Year everyone! Did you accomplish your financial goals last year? Any resolutions for 2016? The goals I set last year were mostly a success. Setting firm and measurable financial goals kept me motivated throughout the year. I’ve made some exciting progress. My 2016 goals are similar but need to account for potential uncertainty during […]

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Taxloss Feature

Tax Loss Harvesting A Loser – CMI

I spent a lot of money on CDs in the 1990’s. Had I invested every dollar instead, I’d be much closer to reaching my long-term goal. Collecting material objects is rarely a good retirement strategy. The two giant plastic bins of nearly worthless 1980’s era baseball cards in my basement strengthen that statement. But alas, […]

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5 New Logos

5 New Dividend Stocks In My No-Fee Portfolio

Note: As of May 22nd, 2017, Loyal3 is no longer in business having sold its customer list to FolioFirst. I now highly recommend the FREE online broker M1 Finance to build a no-fee portfolio.  Read more about the Death of Loyal3 here.  Over the past few months, I’ve been slowly growing the number of dividend stocks in […]

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December 2014 Inv Income Chart

Investment Income Updates For 2013 And 2014

This post is a consolidated investment income report for the period November 2013 through December 2014. Posts  were originally published individually but are now listed from oldest to newest. They are combined here for consolidation and ease of reading.  November 2013 The Investment Income tab on my blog has been updated here as of November […]

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MoneyHead

What Strategy Works For You?

Ever wonder why so many young people are afraid to start investing? If you read the financial sites online, or watch the financial news networks, the answer becomes clear. There’s lots of so-called experts telling us what to do with our money. Some advice is over simplified and inadequate. Other advice is unnecessarily complex. For someone just […]

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Three New Stocks - Square

Three New Stocks In My No-Fee Portfolio

Note: As of May 22nd, 2017, Loyal3 is no longer in business having sold its customer list to FolioFirst. I now highly recommend the FREE online broker M1 Finance to build a no-fee portfolio.  Read more about the Death of Loyal3 here.  I recently opened a no-fee Loyal3 account to buy stocks without any transaction costs. The […]

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BonJoviFeatured

Whooah, We’re Halfway There

Seems like yesterday my daughter was only three months old and I was putting together my list of financial goals for 2014. She’s nine months old now and I’ve never been busier in my life, mostly chasing kids around. Somehow I manage to get on the computer once a week to write about investing, personal […]

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