Financial Geekery

June 2, 2020

You're sitting on a lot of cash, and you're not sure what to do with it.

May 19, 2020

Here are a few questions I've heard, and some of the answers I've given.

May 7, 2020

Which is it? Are the markets over- or under-valued? What does that even mean?

April 21, 2020

It's a valid question, for sure. So let's take a look.

March 5, 2020

Virus SARS-CoV-2 and its resultant disease COVID-19 have gotten the markets shaken. And rightfully so: while the current global death toll is relatively low compared to, say, the 34,000 US flu deaths from the 2018-2019 season, the quarantine response has dramatically a...

February 9, 2020

When should you suck it up and pay capital gains? Good question. Let's walk through the analysis of a few scenarios.

January 7, 2020

While "Setting Every Community Up for Retirement Enhancement" may seem a bit grandiose for what the law actually does, don't assume it doesn't apply to you!

December 15, 2019

You probably know that I'm a huge fan of weekly money time, but often the work that's done there is down in the weeds: paying bills, allocating income, and general keeping-the-wheels-on-the-bus sort of stuff. So: let's talk about some of the high-level, onc...

December 1, 2019

I know, "tax shelters" is a bit of a loaded word, bringing to mind Swiss bank accounts and offshore holdings in the Cayman islands.

November 22, 2019

Know someone who loves (a) nerds, (b) financial planning, and (c) operations/administration? Send this their way!

Operations Specialist

I’m looking for an operations specialist who’s looking to grow with our company -- and loves working with Gen-X/Gen-Y nerds!


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