The red screens, breathless financial headlines, and sinking feeling in your stomach as a portfolio’s paper value drops sharply in […]
The Volatility Time Machine: How Market Crashes Can Create Roth Conversion Opportunities Read Post »
The long-awaited SpaceX IPO is finally here. For years, investors speculated about when it would happen. Some hoped for access.
The Flight Path Matters More Than the Launch Read Post »
The other day, one of my books sold on Amazon. The royalty was only a few dollars—far less than what
Why a Small Book Sale Made Me Happier Than a Market Gain Read Post »
Every so often, a story in the news stops me. Not because it is dramatic, but because it reveals something
When Money Distorts the Heart: Reflections on Human Nature and Financial Boundaries Read Post »
There is a strange, unspoken tension in the modern corporate world: we all know ageism and office politics are wrong,
Don’t Fight Corporate Ageism. Build Financial Resilience Instead. Read Post »
How one generic cough medication quietly taught me a useful life skill I used to assume that once insurance was
Same Insurance, Different Answer: The $0 Costco Pharmacy Lesson Read Post »
Every few years, the same investing story resurfaces. A UPS employee, Theodore Johnson, is said to have died with $70
The Problem With Copying a $70 Million Investing Story Read Post »
When I left my previous company a couple of years ago, I assumed my old Optum HSA would simply sit
The Small HSA Rule I Wish I’d Known Sooner Read Post »
Just days ago, NASA’s Artemis II astronauts returned to Earth after flying around the Moon — humanity’s first crewed lunar
The Overview Effect of Compounding Read Post »
Some moments arrive dressed as endings. A layoff is one of them. At first, it feels like a door slamming
When a Layoff Teaches You How to Begin Again Read Post »
