A Dead Ladybug
A ladybug died on my kids’ playground and it was the biggest news story of the week.
Elections and Taxes and Roth Conversions.
Don’t let 75 daily political texts, a mailbox full of propaganda, and countless TV ads derail your plan.
Oh, but definitely make sure your plan includes some multi-year tax rate arbitrage. Read more here:
Open In Case of Emergencies
At the risk of being the 106th person to tell you, “you can’t time the market”, I’d like to say something else. Open In Case of Emergencies.
Popularity Contest
Over the last few weeks my thoughts on financial matters have been seen by millions. Only a handful thought they were REALLY dumb. Read more here:
Monthly Market Wrap — April 2024
April was a bit gloomy for markets. Will April showers bring May flowers? Let’s check it out.
Financial Designations & Basketball Shoes:
Designations are like basketball shoes. Let me explain.
Three Things: February 22nd, 2024
Things compound… Money, habits, hippos, etc. Let’s talk about it (and the NBA dunk contest and nutrition). Enjoy!
International Diversification
Some thoughts on a global portfolio and a story to help manage your potential for hypocrisy.