Financial Geekery

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.

March 24, 2019

You've got stock worth a hefty chunk of change...but if you sell, you'll have to pay taxes on the sale. So: what do you do?

February 10, 2019

It was a scene straight out of The Graduate.

January 27, 2019

It's been a year since I wrote my post on bitcoin, and now I'm having similar conversations around marijuana. Apparently, some messages bear repeating!

December 30, 2018

We engineers tend to fall to a particularly pernicious form of overconfidence due to the Dunning-Kruger Effect.

December 16, 2018

As of this writing, the US yield curve has partially inverted. What does that mean? What should you do?

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