February 2026 Expenses

I review our finances at the end of every month. This post is focused on the expenses. I am curious to see how our February 2026 expenses compare to our February 2025 expenses

February 2026 Dividends and Portfolio Update

We made $172.39 in dividends in February 2026, and our portfolio is up $8,948.90 excluding the contributions and the dividends. A total increase of $9,121.29 excluding contributions. That&

Why Management Fees Matter

What is MER and how does it actually affect your returns? A simple explanation of Management Expense Ratio with real numbers, daily fee examples, and long-term impact on your portfolio. Fees can really add up!