Taxable investing - My Own Advisor

Investing in taxable accounts

Posted on May 1, 2019 by Mark | 59 Comments

Investing in taxable accounts Should you consider investing in taxable accounts? I think you should, but with some caution. Read on for my take. Hybrid investing 101 Fans of this site will know I take a “hybrid” approach to investing: Approach…

Can you have too much income from dividends?

Posted on January 2, 2018 by Mark | 27 Comments

Can you have too much income from dividends? Can you have too much income from dividends? A reader did actually ask me this question. Let’s answer it! Why I love dividends Long-time readers of this site know I take a…

What should my financial plan cover?

Posted on July 5, 2017 by Mark | 4 Comments

What should my financial plan cover? Financial planning: the ability to meet short term needs plus the confidence to realize long term objectives, while managing financial risk. That’s my definition. It really boils down to financial security – peace of mind.…