Remember your first step into investing? Mine came in 2006, just before the market took us on one of the wildest rides in financial history. Tatiana started her investment journey a year later in 2007. Though we didn't merge our finances until our marriage in 2014, I've tracked both our portfolios separately since those early days. Today, I'm excited to share our story of navigating bull markets, bear markets, and those fascinating periods in between. Pour yourself a fresh cup of coffee and get comfortable—we've got quite a tale to tell! To put this journey in perspective, before we dive into the details, here's a visual timeline of our investment journey and the major market events that shaped it. Each event shows how our portfolio pe
José
José concluded his distinguished 13-year career at Vanguard at age 44, stepping away from corporate life to embrace an early retirement. As a project manager, he expertly orchestrated the creation and delivery of educational materials—both digital and print—for 401(k) participants, ensuring resources reached millions of investors. Today, he embraces life's simpler pleasures: quality time with family, pursuit of passion projects, discovery of new adventures, and leisurely meals in his garden oasis.
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