Financial Geekery

June 11, 2018

As engineers, one of our greatest weaknesses is a blindness to our own irrationality. We tend to think that we view the world through a uniquely analytical lens, and are immune to the cognitive biases that plague humanity.

Nope, nope, nope.

Moreover, our cognitive biases...

June 4, 2018

So how much volatility are you capable of taking on in exchange for higher returns? How much volatility are you willing to take on? The first is your risk capacity, and the second is your risk tolerance. Those are the high-level questions that will determine your portf...

May 14, 2018

In the spirit of "The Last Conversation You’ll Ever Need to Have About Eating Right", let's talk about planning for retirement withdrawals.

May 7, 2018

Is there an effect of the recent removal of the investment management fee deduction on tax strategy? Short answer: no. Longer answer: read on.

April 23, 2018

From how much to save to where to stash your savings, here's what you need to know.

March 19, 2018

Most people know that they should have some savings set aside for "a rainy day". But how much exactly? What's the definition of "a rainy day"? What kind of account should they use? By optimizing these details, you can squeeze the last bit of ear...

March 12, 2018

(Warning: this can get pretty complicated pretty quickly. If you're the type who easily falls into analysis paralysis, implement the "mirror" strategy to start with and come back when you've got cycles to spare.)

March 5, 2018

there are many, many people who are determined to win at Vegas by being a player in the casino. "The rules don't apply to me", they say. "I'm smarter than all those other rubes." I don't doubt you are -- but if you're not smart enoug...

February 12, 2018

Like a good financial plan, an IPS should always be a work-in-progress. Life doesn't stop changing; your plans shouldn't, either.

February 6, 2018

Any time you wonder, "should I be investing in that?", or "should I change how I invest?", the answer should lie in your Investment Policy Statement.

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