Practical approach to sustainable wealth
It is that time of year again—our annual financial review for the AVI family. In many ways, 2025 was a year of intentional spending. We took two out-of-state family trips (a road trip to 5 national parks and a beach vacation in LA) and one international journey (visiting family in India), completed significant home renovations, […]
For devout Muslims, a pilgrimage to Mecca is a once-in-a-lifetime obligation. For devoted Catholics, the Vatican is a spiritual touchstone, and for Sikhs, the Golden Temple in Amritsar is a sacred destination. In much the same way, for countless dedicated value investors, attending the annual Berkshire Hathaway Shareholder Meeting-held each year on the first Saturday […]
It has become a tradition for me in the last days of a given year to take a stock of the year gone by through the lens of AVI family finances. These articles follow a fixed structure– I summarize our family financial journey for the year, make a commentary on the markets –highlighting a theme […]
I penned my thoughts on the above question in Oct of 2019, (see here) and am revisiting this question again as I recently came across the following reddit post. The author of the post presents (an interesting) mathematical reasoning to provide a financial justification to pay off mortgage early. The argument may seem correct when […]
We returned from Cancun vacation last week. This vacation break was some what different from places and things we have been doing over the past several years– namely, children friendly destinations such as Disney or road trips to National Parks. As such not knowing much about popular tourist destinations such as Cancun, we were a […]
Silicon Valley Bank (ticker SVB) has been in the news this week due to its recent troubles. Prior to Friday, I had never heard of this bank. However, on Thursday, I noticed several of my bank holdings were down greater than 5%. It seemed odd for the entire banking sector to be down suddenly. As […]
Inner Self vs. Outer Self The other day I saw video of Mohnish Pabrai presentation and Q&A with UCLA student investment fund (see here). There’s always something worth listening to when Mohnish talks. In the present talk, Mohnish talks about a key to success, and that being the importance of aligning the inner self with […]
The $400,000 number seems to have garnered a lot of interest since recent the vice-presidential debate between the democratic nominee Kamila Harris (KH) and the republican nominee, Mike Pence (MP). During the debate, KH said that Biden would not raise taxes on anyone making under $400,000 a year, which follows from the statement made by […]
The past week was extremely busy for AVI family. Mrs AVI took keen interest in painting the younger AVI kiddo room and the only contribution from Mr AVI, remove cover panels from electric outlets! Before you think how insensitive, Mr AVI was busy as well and doing the stuff that most Americans supposedly hate, filing […]
The title for today’s post is a personal. Its been a good week because AVI kiddo topped in his section (2nd grade) of WA State Chess Championship for the year 2020. Kiddo has been participating in this annual event for the last 3 years. In the first year, he won 3 games of the 5 […]
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