As of June 2023, I have crossed the $100,000 mark, which I had set as the second milestone. I had reached my first milestone of $50,000 in July 2020. Readers…
As of the 2023 first quarter, it is time to share the status of the portfolio. In 2022, I started the year poorly and ended it well. I grew the…
We didn’t have to wait for March and April for election volatility. It showed itself in the first month of 2023. I wasn’t expecting such early and severe movements. Otherwise,…
I could have started better on my financial independence journey in 2022. However, I ended relatively well, especially with the appreciation of my assets in the Istanbul Stock Exchange in…
Today, I want to share my financial independence portfolio. Usually, I share my portfolio performance quarterly on my Turkish blog. Though, I am still determining whether I should do it…
The estate tax is a direct wealth tax collected from heirs on death. Suppose you have an investment account at Interactive Brokers (IBKR) and have just passed away. Then what…
Income level is the primary variable determining a payroll prisoner’s standard of living. Very few lucky people inherit any meaningful wealth from their parents. Unfortunately, income level is also decisive…
Morningstar researchers claimed that the 4% rule expired in a published study. Morningstar is a US-based asset management company founded in 1984, operating in 29 countries. It also offers investment…
ETF (Exchange Traded Fund) is a financial instrument that contains a set of financial assets. Apart from stocks, an ETF may include bonds, precious metals such as crude oil or…
John Boggle, or by his full name John C. (Jack) Boggle, is the founder of the world’s first retail index mutual fund and Vanguard Group company. John Boggle’s investment philosophy…