Financial Geekery

December 2, 2018

Your mortgage is almost certainly the single largest loan you will ever take on. Here are some things to keep in mind when doing your own analysis.

October 21, 2018

We can maximize our chances of a good outcome, but the fact is that wise decisions and good outcomes don't always go hand-in-hand. This leads us to an interesting puzzle: how do we judge a financial decision apart from his outcome?

October 7, 2018

You've decided you want an optimized portfolio. Who wouldn't? It's money in your pocket, compounding over time.

September 23, 2018

The real world, though, has friction and cows that are less than geometrically perfect; it has markets that go up and down, taxes, and 401(k)'s with funds that don't quite match what you were hoping to invest in. And therein lie several more opportunities to op...

September 16, 2018

What if you're looking for even more efficiency? What if you've got your asset allocation set up and want to turn the dial to 11?

September 9, 2018

So as you can see, depending on your situation, you could go either way when it comes to mutual funds or ETF's. Speaking personally, this is what I do...

July 30, 2018

If you want to invest wisely, you need to know what "investing wisely" even means. The underpinnings may be complex, but the basic ideas are straightforward.

July 22, 2018

I don't normally write about specific companies, as I prefer to talk more about concepts than about people or things. Having said that, I'm going to break from the norm today and talk about Dimensional Fund Advisors...mostly because I end up spending a lot of t...

July 9, 2018

Let's face it: the financial services industry hasn't exactly been a beacon of transparency when it comes to the fees you pay. That's slowly changing, but in the meantime, let's arm you with knowledge: what fees are out there, and what should you expect...

June 18, 2018

John Oliver's bit on financial advisors is an excellent (and hysterical) segment, and he hits the nail on the head: the term "financial advisor" is so ill-defined as to be meaningless. If someone calls themself a "financial advisor", that actual...

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