Financial Geekery

June 30, 2020

Is the market nuts? Is this some kind of weird bubble, a disconnect from reality that will doom our retirement portfolios?

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.

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.

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.

October 20, 2019

When should you use it? Where does it fit in your overall portfolio? Can you invest it? All good questions. Welcome to emergency savings 201.

September 8, 2019

The concept of "Plan B" is extremely useful for two main reasons, either of which may be more important depending on what kind of person you are.

July 28, 2019

Aren't you supposed to invest more conservatively in retirement? Isn't your investment management strategy supposed to change at that point? Good question.

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