The last conversation you'll ever need to have about: what to do with RSU's
So I'm a bit of a fan of "last conversation"-style articles -- I was inspired by the one on "eating right" to write my own on retirement...
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SVB, Silvergate, Signature, and you
This post is a modified version of an email that we sent to Seaborn clients earlier this week. I swear – I leave for a convention for one...
Save, Invest, Pay Down Debt, or Spend?
There's a lot that goes into financial planning: cash flow projections, Monte Carlo simulations, portfolio design, cash flow management...
Sustainable, optimized portfolio income and Monte Carlo
OK, full disclosure: I'm a little twitchy around the phrase "passive income". It's like a slightly more socially acceptable form of "get...
Economists versus(?) financial planners, part 3: housing, and weirdos
Let's finish up our discussion on the Freakonomics podcast episode on economists and personal finance, shall we? In part 1 and part 2 ,...
Economists versus(?) financial planners, part 2: debt snowballs, mental accounting, and investing
In which we continue to discuss what some economists -- and in particular, Yale professor James Choi -- have to say about financial...
Economists versus(?) financial planners, part 1: saving, spending, and mortgages
Back in October (of 2022, if you're reading this From The Future), the Freakonomics podcast released an episode on financial planning --...
Flexibility funds: beyond emergency savings
You've got your emergency savings built up. Your short-term goals are on track to be fully funded. Your cash flow easily fits into the...
Planning for "DIY" work sabbaticals (and convincing yourself to take one)
Anyone here remember the halcyon days of tech, when AMD offered an 8-week sabbatical after seven years of service? I do! This was back...
If a recession might be coming, is now a good time to invest?
I know the title sounds a bit clickbaity, but it's a question that clients have been asking, so I figure it's worth answering! Having...
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