Tim Jensen

Comments:

• I too enjoyed your words about Jack Bogle. He was my investing hero and all my investments follow his council. Jack was obviously a great leader as well as an investing genius. During my career, I was fortunate to have a great leader and mentor to follow, and his example was priceless. Thank you for writing and please keep telling your Jack stories.

  Post: The Apprentice

  Link to comment from June 29, 2024

• A friend lost her 62 year old husband suddenly and had never been involved in their investments. I offered to help her understand and simplify. As an example, her Roth account had about $50K in it and was invested in 19 different and expensive mutual funds. She was paying about $35K in fees, between the AUM fee and mutual fund expense ratios. By consolidating and simplifying the John Bogle way, her fees are under $1K and she knows where to get money.

  Post: Elder Care—Not

  Link to comment from April 24, 2024

• As Charlie Munger said to Warren Buffett when they were discussing a company, "You're smart and I'm right so you will figure it out."

  Post: Pick Your Fights

  Link to comment from December 10, 2023

• Great article. I agree with everything you wrote and you life path is very similar to mine. I guess that makes me a curmudgeon too.

  Post: Four Score Wisdom

  Link to comment from November 8, 2023

• My daughter received shares of 3 stocks after her mother-in-law's passing. Knowing the date of death, could she use the "adjusted close" values of those stocks from historical information and calculate cost basis?

  Post: What Did We Pay?

  Link to comment from July 15, 2023

• Your portfolio is like a bar of soap - the more you handle it, the smaller it gets.

  Post: What’s your favorite financial quote?

  Link to comment from April 15, 2023