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April 3, 2006March 2006 Net Worth Update (+$10,478)Here's my net worth update for March as of 3/31/2006. Its my first 5 digit monthly increase this year. However, I received my annual bonus from IBM this month which accounts for a significant portion of this month's gains. ... April 5, 2006Taking Assessment of My Portfolio Returns, Part 6: Investment PropertyIn the 1st part of this series I determined that the total return for my net worth was a measly $2,094. In the 2nd and 3rd parts, I found my retirement and cash accounts had respectable returns of $8,331 and... April 7, 2006I used to Love Etrade, Now I am Ready to Toss ThemI opened an Etrade brokerage account back in 1996 and loved the lower commissions and easy access to trading. Now adays Etrade seems to have higher commissions than their competitors and I think the customer service is horrible. With my... April 10, 20062005 Federal Income Tax AnalysisOver the weekend I finished my 2005 federal income taxes. This was the most complex return for me due in part to the mid-year conversion of my house to a rental property.Background WorkPrior to finishing my 2005 taxes this weekend,... April 12, 2006Earn Airline Travel VouchersThis week I am on a business trip for work and have already earned a $250 AA travel voucher and a $10 meal voucher from American Airlines. All I had to do was volunteer to get "bumped" off the flight... April 17, 2006Wachovia Free Checking AccountI currently have a Wachovia Express Checking account with a Ready Reserve account that acts as overdraft protection. I opened these accounts in college and have used them ever since. I have been very happy with these Wachovia accounts. I... April 19, 2006Taking Assessment of My Portfolio Returns, Part 7: Lessons LearnedTo recap, here is a summary of my total net worth and eash asset class returns for 2005: Asset 12/31/2004 Return RoR Retirement Accounts $ 62,360 $ 8,331 13.36% Net Cash Accounts $ 77 $ 778 1012.10% Investment Accounts $... April 21, 2006Get Vanguard Voyager Premium ServiceVanguard, like many investment management companies has personalized levels of service for their clients with significant assets. For instance, clients with $1 million or more at Vanguard qualify for the Vanguard Flagship Service or clients with $250,000 to $1 million... April 24, 2006Sharebuilder Account ReviewLast August I opened a Sharebuilder account with a $50 deposit to give it a test drive. In addition, I recently started an investment in Johnson & Johnson in my account.Overall I am very pleased with my Sharebuilder account. When... April 26, 2006Transferring Brokerage Assets to SharebuilderI have decided to consolidate some of my DRIP and brokerage accounts to simplify my finances and reduce account fees. Since I am most frustrated with my Etrade account I decided to start by pulling everything out of this account...  Tags:
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April 27, 2006So Much for Trying to Account for My Tax LiabilityAt the end of last year, I made an accounting adjustment for what I estimated my additional tax liability might have been for 2005. There was a great deal of uncertainty for me on how I was going to treat... April 28, 2006Sold My Bellsouth HoldingsAs part of my action plan to improve my returns, I decided to sell my holdings in Bellsouth. With the recent stock price movement from the planned merger with AT&T, I thought it was a good opportunity to move my... | About 2millionblog.comA personal finance weblog of my journey to reach my goal of $2 million + the value of my primary residence.
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