Welcome!

This blog follows the thoughts of a middle-aged attorney, saving for retirement and managing a model portfolio, who has over a decade’s experience managing retirement plans for a growing mid-sized firm.

During that time, the firm’s 401(k) assets grew from approximately $6M to over $30M, and the plan changed from a basic 401(k) plan to a plan including model portfolios, auto-enrollment, a brokerage window for self-directed investing in a wide universe of mutual funds, a Roth 401(k) option, and other enhancements.  The resulting plan was used as a model for other professional service firms, and was benchmarked as among the top five percent of Wells Fargo-sponsored plans.

Now that I’ve left the firm, this blog follows an aggressive portfolio of mutual funds and ETFs normalized to $500,000 as of May 1, 2012, and includes periodic articles regarding things I’ve come to believe and learn over years of managing investments for myself and for others.  Note that no content provided here is professional legal or financial advice, following the ideas presented here may result in substantial risk or loss, and the content provided here may be inappropriate for your circumstances.