Designing My Life Like a Company
Most people describe themselves with personality traits.I’ve always found that a little limiting. So instead, I started wondering: If my […]
Designing My Life Like a Company Read Post »
Validating My 401(k) Remix: A 5-Year Return Analysis and What Actually Worked
Today I finally validated a decision I made more than five years ago — the 12/8/20 remix of my 401(k).
Validating My 401(k) Remix: A 5-Year Return Analysis and What Actually Worked Read Post »
The Space Between Frugality and Freedom
Most financial advice lives at the edges. It tells you to either save relentlessly or spend boldly, as if the
The Space Between Frugality and Freedom Read Post »
Why Roth Conversions May Not Make Sense for Many $2M Retirees
What happens if you simply invest the taxes instead? A Question That Made Me Pause Recently I started thinking more
Why Roth Conversions May Not Make Sense for Many $2M Retirees Read Post »
15 Years Holding Energy Through the Cycle — What It Really Taught Me
About 15 years ago, I clicked “Buy” on an energy mutual fund inside my Roth IRA: Vanguard Energy Fund Investor
15 Years Holding Energy Through the Cycle — What It Really Taught Me Read Post »
Should You Worry About the Tax Bomb?
When I started Roth conversions in the 24% bracket, I assumed my pretax balance would shrink. Instead, it kept growing
Should You Worry About the Tax Bomb? Read Post »
The General Who Lost the War: How Wu Xiubo Fell Into a $100 Million Contract Trap
Wu Xiubo was once one of China’s most successful actors. He bet his fortune on the TV series The Alliance
The General Who Lost the War: How Wu Xiubo Fell Into a $100 Million Contract Trap Read Post »
When My I Bond Habit Had Done Its Job
For many years, I built a habit around inflation-protected savings — primarily through U.S. Series I Savings Bonds (“I Bonds”),
When My I Bond Habit Had Done Its Job Read Post »
The Cat’s Circle of Competence
Investing lessons often appear in unlikely places. In a city park, I began to notice a quiet pattern. Each stray
The Cat’s Circle of Competence Read Post »
Satellite Portfolio Update – January 2026
Note: I am renaming my Moonshot Portfolio to the Satellite Portfolio going forward. The intent is shifting from more speculation
Satellite Portfolio Update – January 2026 Read Post »