Search found 3 matches

by Spacoli
Mon Jul 17, 2017 9:07 am
Forum: Investing - Help with Personal Investments
Topic: Overall Picture & Investments - What Am I missing?
Replies: 10
Views: 973

Re: Overall Picture & Investments - What Am I missing?

Spacoli--welcome to the forum! My thoughts on the rental: it really doesn't diversify you at all--what it does is concentrate your portfolio in the same manner that a single stock does. You also can't know if it will continue to appreciate or not, much like we don't know if the stock market will ke...
by Spacoli
Sun Jul 16, 2017 7:31 am
Forum: Investing - Help with Personal Investments
Topic: Overall Picture & Investments - What Am I missing?
Replies: 10
Views: 973

Re: Overall Picture & Investments - What Am I missing?

I have a $2M term life policy. Updated my original post. Hadn't considered selling our rental property anytime soon. I've liked having it for diversification, and it's likely to continue gradually increasing in value. But perhaps the cost is too great. I'll have to start giving it some serious thoug...
by Spacoli
Sat Jul 15, 2017 4:19 pm
Forum: Investing - Help with Personal Investments
Topic: Overall Picture & Investments - What Am I missing?
Replies: 10
Views: 973

Overall Picture & Investments - What Am I missing?

Hello. I found Bogleheads about 6 months ago, and I’m very thankful this community exists. My first post! I’d love some help thinking through a few questions related to our finances and investing strategy. Emergency funds: $40K cash. We also think of our taxable account as an emergency fund if neede...