Worked hard for 40 years, now looking to semi-retire in 2 years at age 60. At that time funds available for investing will total $ 1.5 million. Looking to transition to DGI portfolio.
Long MAR, VAC, CR, WEC, SPY, JNGLX and various other mutual funds
Thomas Bachrach, CFA is the founder and principal of PFH Capital, a single family office and financial consultancy. He received his BA in Economics from Cornell University in 2005 and became a CFA charterholder in 2014. He resides in the Philadelphia area with his wife and two young girls.