Welcome to my blog. If you’re going to read about my ideas on investing, I figured I’d tell you a little about myself.
I started my investing career at the age of 18, when I was a freshman studying finance at the University of Pittsburgh. Taking the money I had scraped together with summer jobs over the years, I went to my parents’ broker and started investing in a couple stocks–Qwest was the first stock I ever bought and for a while it did really well. I started buying more stocks (Union Pacific, Ann Taylor, Level 3) and had a lot of fun with it.
All the while I was taking finance courses and my investing philosophy started to develop. By the time I graduated, I had opened a Roth IRA and was pretty much sold on the idea of index mutual funds. I started working for Medtronic where I was able to take advantage of some of their really great wealth-building programs–a generous 401k, an Employee Stock Purchase Plan, stock options, etc. This is what really put me on the path to financial independence.
A few years later I decided to try to get smarter, so I got my MBA from the University of Chicago. Here I was very fortunate to study under some of the greatest financial minds in the world–Gary Becker, Eugene Fama, and Kevin Murphy to name just a couple. After getting my MBA I did consulting for a few years, and then returned back to Medtronic, this time with its Diabetes division based in Los Angeles. During that time I got married to the love of my life, Foxy Lady, and we’ve been blessed with two little cubs, Lil’ Fox and Mini Fox.
From an investing perspective, I am definitely a slow-and-steady type of mammal. We have been able to build a comfortable nestegg by doing the simple stuff like maxing out our 401k, participating in IRAs when our income allowed, investing almost solely in index mutual funds, and bargain hunting for our mortgage.
I hope you enjoy this blog. I look forward to sharing my thought with you and hearing what you think.