about

Greetings and Hafa Adai,

This quest is reminiscent of ancient legends, I am striving to surpass the likes of the mighty S&P 500.  Very few have the patience and pain tolerance, the grit and guts to consistently achieve this.  A challenge worthy of the most valiant of Financial Knights.

My sights are set upon the Path of Roth – a route known to few and much less endure.

Armed with the mathematical magic of compound interest, I shall traverse this path, inching closer each day to the fabled Financial Promise Land.

Within the ancient scrolls of my website, financialsquire.com, and across the lands of social media (https://twitter.com/bentleyberrier, https://www.linkedin.com/in/bentley-berrier/)
I shall chronicle this odyssey.

Here, I shall not only unveil invaluable insights about life and investing, but also share the investments I select and track their development and performance.

Yet, beyond mere financial gains and riches lies a deeper purpose. I seek not only to achieve my goal, but to share in the camaraderie of fellow long-term investors. To forge strong relationships and to gain and share in the wisdom and joy of the pursuit of the financial promise land.

I am but a simple squire, called to provide a better future for my children and beloved wife. As I seek to explore the wealth the world has to offer, I extend an invitation to you. Join me, as together we carve a path towards our Financial Promise Land, where prosperity awaits those bold enough to seize it! Brave enough to sacrifice now, and reap the tremendous rewards later.

Guides to Honor:

Use a Roth IRA

Maximum cash contributions are to be imputed every year ($7,000.00 in 2024)

No withdrawals until age 60 (25 years from now)

Attempt to surpass the VOO S&P 500 ETF by at least +1% annually. 
(Historically the S&P 500 index has roughly returned 10% on average, I hope to yield +11% on average)

🌴Forage & ⚒️Forge