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2006 Passive Income Update
Yesterday, I got the last statement that concerns our 2006 passive income. It was from TreasuryDirect for our investment in 4-week T-Bills. Early in the week, I also received a statement from Buffalo Fund and it turned out that they also distributed capital gains in 2006. For us, we received about $827 in distribution.
Overall, [...]
Tax Consequences of Our Taxable Investments for 2006
The first tax document for 2006 arrived over the weekend from T. R. Price. Currently, I own three T. R. Price funds in my taxable accounts: PRSVX, PRNEX, and TREMX. The reason I call these taxable accounts is to separate them from tax deferred accounts such as 401(k)s and IRAs. The name also says that [...]
2006 Year-End Review III: Net Worth
This is the third part of my year-end review. In the first two segments of this review series, I looked our own contributions in 2006 and how a good market helped us in growing our net worth. Now it's time to see how we did exactly.
We started 2006 with a net worth of $294,299 [...]
December 2006 Score Card — Part I: Net Worth
This is just a quick summary of how our net worth changed at the end of December 2006 from the previous month. As I am writing a detailed review on our net worth, which will be out tomorrow, I don't want to duplicate the contents.
As of December 31st, 2006, our net worth was $458,992, [...]
2006 Year-End Review II: Performance
This is the second part of our 2006 year-end review. In the first part, we looked at what we have done in 2006 in order to grow our nest egg. The main contributer to our net worth is our regular contributions to all accounts. In fact, we totally added about $87,608 new money into our [...]
