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Archive for August, 2013

July 2013 - starting to think of hiring a financial planner

August 4th, 2013 at 11:48 pm

Cash & Savings: $53,187 => $59,258 (11.41%)
Foreign Currency: $37,000 => $37,000 (0%)
Domestic Brokerage: $179,299 => $189,238 (5.54%)
International Brokerage: $210,936 => $209,607 (-0.63%)
401(k): $102,597 => $104,913 (2.26%)
IRA: $37,662 => $39,000 (3.66%)
Roth IRA: $89,830 => $95,069 (5.83%)
Total Assets: $710,471 => $734,085 (3.32%)

Last month I accidently clicked on the back button and lost the blog I wrote. In June the stock market wasn’t doing that well but it roared back much stronger in July except some overseas investment I had. The unfortunate thing is that, my portfolio’s performance has been lagging the market by a wide margin and with increased responsibility at work I have less and less time to look after my money.

Shall I go ask someone to manage my investment? How much is a reasonable fee? I’ve been managing my own for 15 years.