Financial Geekery

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.

June 16, 2019

In my experience, when an enginerd first dives into investing, they wind up in one of two places: or Motley Fool. There's a ton of good information to be had in both places! However, if they stop there, they're liable to fall into one of two inve...

May 5, 2019

What is an HSA, exactly? Why would you want one, why wouldn't you want one, and what's involved? Glad you asked!

April 21, 2019

Some of you are doubtless reading this and thinking, "It's simple: does my 401(k) balance go up every year?" Sadly, it's not that simple. Not by a long shot. Here are some things you need to know.

April 7, 2019

As any statistician will tell you, just because there's randomness in the system doesn't mean we can't make plans around it. Moreover, we can use our "certainty of uncertainty" to our advantage.

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