Anyone who reads this blog with regularity knows that one of the key reasons I want you to become debt-free is so you can invest more! Investing means that Jenn and I will be able to achieve many of our hopes and dreams! It means that our current sacrifice will allow us to purchase financial freedom for our future! (Perhaps the number of “!” indicates my level of excitement about this!!!
Well, one of the most common questions I receive is “What mutual funds do you recommend?”
My answer is always, “I don’t recommend mutual funds. I can only tell you what ones I own. What you choose is up to you.”
So today, for those inquring minds who want to know, I am publishing some of the mutual funds/investments that I own.
As I prepared this list, I realized several things:
- We have too many accounts. We have a rollover 401(k), rollover 403(b), 529, Roth IRA, 401(k), and a SIMPLE IRA.
- I am OK with some risk, but for some reason or other I have purchased some bond funds. Maybe that is part of my inner-security needs bleeding out … ?
- I can’t tell you exactly why I own all of these funds – that CAN’T be good. I really hold to the belief that I should not own anything that I can’t tell you exactly why I own them.
Do you have any funds that you really like that you think I should be considering?