Weekly Roundup - May 6, 2017

Curated list of articles on dividend growth investing, financial independence, freedom and passive income
Happy Weekend!  Check out what's been going on in my world and some of the best articles from around the blogosphere.
And just like that May is underway!  If it weren't for the weather outside telling a different story I'd say it feels like it should be sometime in mid-February.  Alas time stops for no one which is all the more reason to pursue financial independence in order to own as much of your time as you can.
This past week I started the process of closing out some of my positions in my Loyal3 account.  In case you don't know the commission free brokerage will be closing and all assets will be transferred to FolioFirst unless you take the necessary steps to move it elsewhere.  Since only whole share amounts will be transferred I've been closing some of the small positions that would essentially be of no use due to such small share amounts.

My original plan upon hearing the news about Loyal3 was to take most of the funds as cash and transfer it to another brokerage account.  However, after having a $10k A/C replacement earlier this week the plan has changed.  For the positions that I closed I'll just be taking the cash and using that to reduce our debts and the few positions that I'm going to keep the plan is to move them over to my regular taxable brokerage account.  

Speaking of the new A/C system so far it's fantastic.  It's ridiculously quiet and apart from the temperature dropping in the house I wouldn't be able to tell you that it was running.  Plus since we replaced a 10 year old unit with a newer, more efficient one, we should see a reduction in our electricity bills which is an added bonus.

One thing that kind of caught me by surprise in regards to the A/C, well really the discussion between my wife and I as a result of the A/C, is that she's up for moving in a few years.  We always had a plan to move in the future, but it wasn't really anything that had a set date attached to it rather it was more of a "yeah, we'll move and get more land at some point" kind of thing.  We aren't thinking of moving too far away from where we live now, but mainly we're just thinking of moving a bit further out where we can have some more property which is music to my ears.  

Where we currently live is a great place with lots of development going on; however, there is a big drawback.  See the problem is that our area isn't anything close to being walk/bike friendly and also don't have a large plot of land.  Either one of those is fine with me, but we're kind of stuck in no man's land right now.  

There's still nothing definitive in the works, but we have a tentative target date of around summer 2022 at the latest.  That will allow us plenty of time to figure out where and what we want and also get moved in before our daughter starts school.

Other than that it's back to the grind at work although I should only have about 1-1.5 weeks left until I head back home.  

On to the Roundup

In case you missed them, here's the posts from Passive-Income-Pursuit over the past week.

Also, be sure to sign up to receive posts via email and to follow me on Twitter@JC_PIP so you don't miss anything.  You can also follow me on Facebook or Pinterest if you prefer those methods to get your daily fix and keep up to date on happenings around here.

Once again I'd like to say thanks to each and every one of you that read, commented, and shared posts from here this past week.  This dividend growth investing and financial independence community is amazing and the openness from everyone is awesome.  Thanks again!

Now on to the links!

The Anatomy of Market Tops by A Wealth of Common Sense

$1,000 Per Month in Dividends Or a Minimum Wage Leprechaun? by Retire29

DivGro Pulse: April/May 2017 by DivGro

May 2017 Stock Considerations by DivHut

Expected Dividend Increases in May 2017 by Dividend Diplomats

Twelve Dividend Growth Stocks Rewarding Shareholders With A Raise by Dividend Growth Investor

Mining Stocks: The Carnage Continues by FI Fighter

What Could You Do With An Extra $35,000? by Mr. Free at 33

Why "Financial Freedom" Means Something Different To Me by Our Next Life

April Dividend and Options Income by Investment Hunting

We Haven't Plugged Into The Grid Twice Since April by Think Save Retire

Look Back and Learn: A History of Mutual Funds by Jason Zweig

If you're looking for investment ideas, A Frugal Family's Journey maintains a list of stock analyses and recent buys from fellow bloggers.

I hope you all have a great weekend!  

Image courtesy of Gubgib via FreeDigitalPhotos


  1. PiP -

    Hope you are loving the new A/C unit - should carry some weight if you need to rent and/or sell your house if you do decide to move, as well. Would be curious to see the decline in the electricity bill - keep us posted on that one!

    Thanks for the mention and enjoy your Sunday, talk soon and keep grinding.


  2. It sucks about L3. I mentioned I got my sister in law in L3 and it was perfect for her. She was just starting out as a DGI and the min investment, fractional shares, etc. was totally suited for her to get her feet wet with her limited budget. Now we're looking at Robinhood. Enjoy that new AC. You really seem excited about it. As always, thank you for the DivHut mention too!


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