Personal investing

It’s been a good month or so at home, and my life has slowed down a bit which has been exactly what I needed. Thanksgiving is coming at a good time where I’m excited to make the short drive to Baltimore, and also get a little bit of a break before I go through the year-end rush.

On another note - I spent an hour or so going through my family’s finances and starting my year-end planning. That entails updating our personal balance sheet and portfolio to see if any adjustments need to be made.

While I don’t advocate for counting your cash too often, I think it’s an important exercise to ensure that you’re being smart with your money. I used to do this nearly every month. As life got busier, it went to quarterly, and now it’s at an as-needed basis.

I no longer have the time or interest to do a lot of investing myself. About 5+ years ago, I used to love researching companies and tracking the stock market, and even picking some individual stocks myself. That interest has waned over the years. I suspect a large part of it is that I spend my entire workday doing it on the private market side. Another part is that I just simply do not have the time to track things anymore.

Without the time or brain capacity to do so, I’m likely doing more harm than good by picking individual stocks versus just letting my financial advisors handle everything. I will likely shift a lot of that capital into my managed accounts and perhaps save a little bit to make angel investments in 2026. That is one area where I know well and can make better informed investment decisions with not much work.